Alera Group Acquires The Ascent Group

January 4, 2023

Deerfield, IL (January 4, 2023)— Alera Group, a top independent, national insurance, wealth and retirement plan services firm, today announced the acquisition of Virginia Beach-based The Ascent... Read more »

Alera Group Wealth Services Acquires Benson Blackburn

November 2, 2022

Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of Benson Blackburn, a Naples,... Read more »

J.R. Burke Named as Forbes Top Financial Security Professional

August 29, 2022

Alera Group Advisor Ranked #5 in Pennsylvania and #94 Nationwide August 30, 2022 (Deerfield, IL) — Alera Group Wealth Services Advisor J.R. Burke is among the nation’s top financial security... Read more »

Alera Group Wealth Services Acquires Johnson Brunetti

August 1, 2022

Acquisition adds $1.5 billion to RIA assets under management, offices in Northeast and Georgia Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and... Read more »

Alera Group Wealth Services Acquires Wharton Business Group

June 8, 2022

Acquisition adds $3.5 billion in assets; Pennsylvania office Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today... Read more »

Alera Group Wealth Services’ Chief Operations Officer Elected to Advisor Group’s National Operational Excellence Council

April 12, 2022

Alera Group Wealth Services is pleased to announce that Chief Operations Officer Jenny Bures has been selected to the National Operational Excellence Council for Advisor Group, one of the largest... Read more »

Alera Group Wealth Services Adds VP of Business Development

April 12, 2022

Deerfield, Ill, March 21, 2021 – Alera Group Wealth Services today announced that it has hired Bob Ciullo as vice president, business development, to focus on strategic acquisitions for the Wealth... Read more »

Tina Hohman Featured in Financial Planning

December 1, 2021

The financial industry is in constant flux. As the rules and regulations surrounding the field, financial professionals must stay on their toes as they adapt to their shifting environment. And, as of... Read more »

2022 Retirement Plan Limits

November 10, 2021

IRS Limits on Retirement Benefits and Compensation You can download this alert by clicking HERE. As published in IRS News Release IR-2021-216, Nov. 4,... Read more »

Alera Group Bolsters Wealth Management Practice with the Acquisition of Sitzmann Morris & Boyle Insurance Agency

July 30, 2021

Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of Sitzmann Morris & Boyle (SMB) Insurance Agency, a California-based financial... Read more »