Page 23 - Investment Advisor - November 2023
P. 23

Executive Leadership





                 online Prudential Stages for Retirement to help individuals envi-  deliver M&A advisory services as the rapid-paced evolution of
                 sion their ideal retirement, and benchmark their retirement readi-  the wealth and asset management space was only intensifying.
                 ness with a personalized confidence score. The firm has committed   Since its founding, the firm has advised on more than 40 transac-
                 resources to advisors who practice holistic planning, such as its   tions for clients worth $1 billion or more, including 10 transac-
                 referrals and leads program and access to consulting for practice   tions over the last 12 months. To ensure that its top-tier clients
                 building. Prudential has also devoted resources to diverse teams of   continue to receive the best advice and to position the firm to
                 advisors to facilitate growth of their gross dealer concession.   serve clients on par with national firms, Republic Capital has
                                                                    added three partners with extensive wealth management M&A
                 Consulting Firms                                   and consulting experience.

                                         Alliance 160               Corporate rIAs
                                         Alliance 160 is committed to bridg-
                                         ing industry and market divides by                  sanctuary Wealth
                 building connections and acting as a consultant to product sponsors         Sanctuary Wealth bolstered
                 with expert solutions. In consultation with product sponsors, the           management in the last year
                 firm created a new structure for perpetual-life investment products   with a new chief executive and new chief investment and
                 that is compatible with the needs and interests of different advisors   chief financial officers. It also rolled out Haven, a compre-
                 at IBDs and RIAs. Not long after Alliance 160 introduced perpetual-  hensive intranet platform that provides advisors with an
                 life products to the two channels, product sponsors previously   intuitive way to access all the firm’s tools and resources and
                 without access to retail markets reported improved ability to con-  share best practices with their peers. Sanctuary expanded its
                 nect with advisors and the qualified purchasers they serve.   insurance tools by entering a partnership with Global Wealth
                                                                    Financial, and partnered with financial technology company
                                         republic Capital Group     Pontera to enable its advisors to manage, trade, and bill on
                                         Early on in its history, Republic   their client’s held-away assets across all accounts for better
                                         Capital recognized a need to   client retirement outcomes.











































                                                                                       November 2023 Investment AdvIsor 21
   18   19   20   21   22   23   24   25   26   27   28