Page 2 - Alan Levitz News Today

Acquisition will be "a great asset" to national firm, CEO says

Alera Group bolsters retirement plan services, expands Southwest footprint with latest acquisition.

Alera Group, a national insurance and wealth services firm, is among the latest established entities to begin picking up smaller independent wealth management shops in key markets.

Alera Group Wealth Services has acquired Pennsylvania-based employee-owned wealth services firm Wharton Business Group.

Alera Group Wealth Services grows AUM to $4.7B with first RIA acquisition, adds Pennsylvania office in bid to grow wealth services arm.

Alera Group Inc. said Thursday it had acquired Webber & Grinnell Insurance Agency Inc. of Northampton, Massachusetts.

voluntary benefits plans and medical insurance for individuals and families. Fringe Benefit Analysts is the latest in a string of acquisitions by Alera Group. In an effort to grow its national footprint, the company also acquired AGM Benefit Solutions, a provider of voluntary benefits and benefits technology, in mid July. Earlier this month, Alera Group struck an M&A deal with New England Employee Benefits Company, which utilizes technology and analytics to deliver cost-effective benefits solut...

Share: DEERFIELD, Ill. and PORTLAND, Ore., Jan. 18, 2021 /PRNewswire-PRWeb/ -- Alera Group, a leading national insurance and financial services firm, today announced the acquisition of CSNW Benefits, effective December 31, 2020. Headquartered in Portland, Oregon, CSNW Benefits serves clients throughout the Northwest region, creating tailored employee benefits and retirement services plans. Leveraging compliance tools, HR resources and outstanding customer service, the CSNW Benefits team bring...

Alera Group Acquires Todd Associates, Inc. Share Article Acquisition Expands Alera Groups Presence in Midwest and Florida Todd Associates is an excellent addition to Alera Group. Their team of industry experts and presence in the Midwest and Florida will continue to expand our ability to serve our clients’ needs with respect to both property and casualty and employee benefits. DEERFIELD, Ill. (PRWEB) December 17, 2020 Alera Grou...