Alera Group Acquires $24B Advanced Capital Group
The acquisition is the largest for Alera’s retirement plan services division and more than doubles its total assets.
Tag: Alera Group
Alera Group Leaning Into Small Market, Startup Plan Creation
The retirement advisory announced enhancements to its PEP with the Standard, along with a small market partnership with Vestwell and...
Why Advisers Should Think of Social Security as a Fixed Asset Class
A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and...
Alera Acquires Plan Advisory Fraser Group
Adviser George Fraser joins Alera as the firm continues its push into retirement plan advisement.
Alera Adds More Retirement Benefit Specialists, Capabilities
Firm adds Brio Benefits and a retirement plan consultant joins its Waterford Group company.
Alera’s Retirement Unit Adds Financial Wellness Director
Alera's retirement and wealth services divisions also name new chief investment officer.
Alera Retirement Unit Adds Large-Plan Expert
Insurance, retirement and wealth management aggregator’s hire of Bryan Hissong is part of strategic effort to build out retirement plan...