Browsing Tag
Alera Group
4 posts
Corporate Roundup: Waverly Advisors Acquires Mueller, Alera Group, The Standard Hires
The latest news from Waverly Advisors, Alera Group, The Standard, and Kestra Financial
November 1, 2024
Alera Group Announces Retirement Plan Services Expansions
The firm recently acquired two MA-based groups and announced a new hire to its California team
October 26, 2024
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
September 6, 2024
Alera Adds The Standard to PEP Offering
The new partnership means The Standard will work as the pooled plan provider and 3(16) fiduciary
April 2, 2024