Alera Group snaps up Vermont agency
Acquisition will be "a great asset" to national firm, CEO says
Source: insurancebusinessmag.com
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Top News In Alan Levitz Today - Breaking & Trending Today
Alera Group Acquires AZ-based DFG 401(k) Advisors
Alera Group bolsters retirement plan services, expands Southwest footprint with latest acquisition.
Source: wealthmanagement.com
Wealth M&A Slows, but Strategic Deals Continue to Be Inked
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.
Source: planadviser.com
Alera Group Wealth Services scoops up $3.5bn Pennsylvania wealth firm
Alera Group Wealth Services has acquired Pennsylvania-based employee-owned wealth services firm Wharton Business Group.
Source: privatebankerinternational.com
Alera Group Quadruples AUM with Acquisition of 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.
Source: wealthmanagement.com