Browsing Tag
Alera Group
8 posts
Alera Group Grows Wealth Management and Retirement Solutions Division
The expansion comes as the firm looks to also grow its collaborative initiatives
Holly Knight’s High-Profile Move to Alera Group
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent…
Alera Group Buys SRPC
As part of the transaction, SRPC team members will continue to serve clients in their existing roles
Corporate Roundup: Waverly Advisors Acquires Mueller, Alera Group, The Standard Hires
The latest news from Waverly Advisors, Alera Group, The Standard, and Kestra Financial
Alera Group Announces Retirement Plan Services Expansions
The firm recently acquired two MA-based groups and announced a new hire to its California team
Corporate Roundup: Alera Group Buys Advanced Capital Group, NewRetirement Becomes Boldin
This week, Alera Group acquires $24B Advanced Capital Group, NewRetirement changes its name to Boldin, and more
Alera Adds The Standard to PEP Offering
The new partnership means The Standard will work as the pooled plan provider and 3(16) fiduciary
Alera Acquires Retirement Plan Practice Fraser Group
Industry leader George Fraser and his team will continue their existing roles and combine operations with Alera's retirement plan services division