National insurance and financial services firm Alera Group has announced the acquisition of DFG 401(k) Advisors, an independent qualified retirement plan services company specializing in corporate ...
DEERFIELD, Ill.--(BUSINESS WIRE)--Today, 24 independent employee benefits, property/casualty, risk management and wealth management firms announced that they have joined to form Alera Group, an ...
Alera Group, a leading national insurance firm, today announced that it has acquired Dohrmann Insurance Agency, Inc. (Dohrmann), effective March 1, 2019. Terms of the transaction were not announced.
Alera Group, a leading national insurance firm, today announced its acquisition of Comprehensive Benefit Administrators (CBA), effective August 1, 2019. Terms of the transaction were not disclosed.
DEERFIELD, Ill.--(BUSINESS WIRE)--Alera Group, a top national insurance and financial services firm, announced today the acquisition of Minnesota-based Advanced Capital Group (ACG). The acquisition ...
Alera Group Wealth Services, a growing division of national insurance and financial services firm Alera Group, today announced the acquisition of Wharton Business Group, an employee-owned RIA in ...
Enhanced partnership expands Alera Group’s wealth capabilities with a digital-first approach to philanthropy. DEERFIELD, Ill., November 12, 2025--(BUSINESS WIRE)--Alera Group, a top national insurance ...
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 ...
Formed just a year ago 2017 through a merger of 24 independent employee benefit, P&C and risk and wealth management firms, Alera Group CEO Alan Levitz said the company is in discussions with 40 more ...
It has been quite a year for Alera Group. Since joining 24 firms together to become the nation’s seventh largest employee benefits firm, the Deerfield, Ill.-based brokerage has plans to grow even more ...
Jim Blue, the president of Alera Group, will become the company’s CEO effective Jan. 1, Alera announced in a news release on Sept. 3. He will succeed Alan Levitz, who will become the company’s first ...
Americans have a limited window to claim up to $3,500 from a $2 million settlement with Alera Group Inc. The insurance firm faced accusations of inadequate data protection, leading to a breach in ...
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