Alera Group, the insurance and financial services firm, is making a public commitment to accelerating growth via strategic acquisitions and partnerships focused on wealth management and retirement plan services.
This “new era” for Alera Group's financial services division is being led by Rob Lieblein, Alera Group’s chief development officer and one of its founding partners.
Lieblein will help to guide the strategic direction of the acquisition push, according to the announcement, with the goal of identifying and integrating high-quality advisory firms with strong capabilities in wealth management and retirement planning.
“Alera Group has always been committed to growth, and this enhanced commitment to financial services represents an exciting new chapter for us,” Lieblein said in a statement. “We are investing in the infrastructure, leadership and capabilities necessary to become a leading force in the wealth management space.”
Alera Group, which boasts more than 4,500 colleagues across the United States, provides a full-service platform for advisor partners, offering expertise in property and casualty insurance, employee benefits and retirement planning. Its wealth management platform stands at $10 billion in assets under management.
“We’re committed to providing advisors with the resources, support and collaborative environment they need to be successful,” added Mike Moss, platform leader for wealth management. “Now is the time to join a firm that is actively investing in the future of financial services.”
Advisors interested in exploring partnership opportunities with Alera Group are encouraged to contact Jeff Silverman, chief growth officer of Alera Group for financial services.
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