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Advisory M&A | PLANADVISER

Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more. ....

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Alera Group acquires Ascent

Alera Group, a top independent, national insurance, wealth and retirement plan services firm, said it acquired Virginia Beach, Virginia-based The Ascent Group and its affiliated companies. ....

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Alera Acquires $2.8B The Ascent Group

The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP. ....

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Alera bolsters businesses with Ascent acquisition

Insurance, wealth and retirement plan services firm Alera Group acquired financial advisory firm The Ascent Group. ....

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