Alera Group Wealth Services, the $1.2 billion wealth management division of Alera Group, has acquired Wharton Business Group, a $3.5 billion financial advisory firm. The deal kicks off an aggressive ...

The retirement advisory announced enhancements to its PEP with the Standard, along with a small market partnership with Vestwell and Franklin Templeton. Alera Group’s Retirement Plan Services, a ...

Alera Group, a national insurance and wealth management firm, has ramped up its M&A activity with its third purchase this month. Alera has acquired Utah-based Fringe Benefit Analysts for an ...

National insurance and financial services firm Alera Group has announced the acquisition of DFG 401(k) Advisors, an independent qualified retirement plan services company specializing in corporate ...

DEERFIELD, Ill.--(BUSINESS WIRE)--Alera Group, a top national insurance and financial services firm, today announced that its president, Jim Blue, will become Chief Executive Officer, effective ...

Alera Group, a leading national insurance firm, today announced that it has acquired Dohrmann Insurance Agency, Inc. (Dohrmann), effective March 1, 2019. Terms of the transaction were not announced.

SIG, an employee benefits consultant, Tuesday announced it is changing its corporate branding to Alera Group. SIG was started in 1999 and became one of the founding firms of Alera Group in 2017. The ...

Investment company Alera Investment Advisors, LLC (Current Portfolio) buys iShares MSCI EAFE Small-Cap ETF, Vanguard Tax-Exempt Bond ETF, Innovator International Developed Power Buffer ETF, SPDR ...

Alera Group, an independent, national insurance and financial services firm headquartered in Deerfield, Ill., has acquired the Ascent Group and its affiliated companies in Virginia Beach, Va., the ...

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Alera Group Intermediate Holdings, Inc.Global Credit Research - 07 Apr 2021New York, April 07, 2021 -- ...

DEERFIELD, Ill.--(BUSINESS WIRE)--Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of six agencies: Cate-Russell, Foa & Son, Gales Agency, ...