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Archive | April, 2017

Alera Group from the Ground Up

It was June 2015 in Philadelphia, and the time had come to fish or cut bait. The conversations, the questions—the possibilities—had been murmured about for years. Even as the Benefit Advisors Network had grown, every time the group gathered, someone else had sold. Consolidators had continued to approach. Challenges for individual firms had ramped up. […]

Amid Consolidation, CT Benefits Firms Bet on Multi-State Alliance

Changes and consolidations in the financial-services industry inspired 24 independent firms around the U.S., including three in Connecticut, to form one of the country’s largest benefits firms that executives say will make it easier to compete with other major players that offer more products and services. Alera Group formed in November in what may be […]