Alera Group said it has expanded its wealth management and retirement plan solutions, driven by new leadership and a strategy focused on acquisitions and partnerships.
With $1.5 billion in gross revenue and more than 4,500 employees nationwide, the firm provides financial services, including wealth management, retirement plan and life insurance solutions, property and casualty insurance and employee benefits.
The expansion is led by Rob Lieblein, chief development officer and one of Alera’s original founding partners, who is responsible for guiding the strategic direction of the financial services division.
“We are investing in the infrastructure, leadership and capabilities necessary to become a leading force in the wealth management space,” said Lieblein.
The company’s retirement plan division, which is led by executive vice president and national practice leader Christian Mango, attributed its growth to its partnerships and collaborations.
“We have achieved remarkable growth in our retirement plan division thanks to our collaborative approach that allows us to leverage the strengths of our diverse team to create synergies that benefit both advisors and clients,” said Mango.
Alera provides a full-service platform for advisers, covering property and casualty insurance, employee benefits and retirement planning, along with a wealth management platform managing $10 billion in assets.
The company said it is seeking partnerships with wealth management and retirement plan advisory firms that are aligned with its growth strategy and client service approach. This year, Kaplansky Insurance Agency joined Alera Group.
