Deal snapshot: Alera Group Wealth Services Acquires Wharton Business Group to Boost AUM by USD 3.5m.
MANews-(C)2009-2022
Illinois, US-based Alera Group Wealth Services has acquired Pennsylvania-based wealth services firm Wharton Business Group (WBG), to increase AUM by USD 3.5bn for Alera Group Wealth Services, the company said.
Terms of the transaction were not disclosed. The acquisition is part of a long-term strategic...
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