Alera Group, which is backed by Genstar Capital, has agreed to merge with Tacoma, Washington-based Propel Insurance Agency, an insurance broker. No financial terms were disclosed. Propel is backed by ...

Alera Group, a Deerfield, Illinois-based insurance and wealth management firm, has acquired DFG 401(k) Advisors, a Phoenix-based retirement plan firm advising on $500 million in plan assets. Terms of ...

Retirement Plan Services practice adds platform to fuel advisor growth and dynamically address plan participants' individual needs BOULDER, Colo. and DEERFIELD, Ill., Nov. 25, 2024 /PRNewswire/ -- ...

Alera Group, a national insurance and wealth management firm, has ramped up its M&A activity with its third purchase this month. Alera has acquired Utah-based Fringe Benefit Analysts for an ...