trending Market Intelligence /marketintelligence/en/news-insights/trending/zCQ3n0u679HUYRy90IJmAg2 content
Log in to other products

Login to Market Intelligence Platform


Looking for more?

Contact Us

Request a Demo

You're one step closer to unlocking our suite of comprehensive and robust tools.

Fill out the form so we can connect you to the right person.

  • First Name*
  • Last Name*
  • Business Email *
  • Phone *
  • Company Name *
  • City *
  • We generated a verification code for you

  • Enter verification Code here*

* Required

In This List

3 MassMutual general agencies merge operations

Street Talk Episode 56 - Latest bank MOE shows even the strong need scale to thrive

South State CenterState MOE Shows Even The Strong Need Scale To Thrive

Talking Bank Stocks, Playing The M&A Trade With Longtime Investor

Report: Kashkari Says Fed In Holding Pattern But Rate Cut Still Possible

3 MassMutual general agencies merge operations

Coastal Wealth LLC, MassMutual Southeast Coast and MassMutual South Florida are merging to form a single insurance and wealth management company in the southeastern U.S.

The entities are independent financial services companies operating as general agencies of Massachusetts Mutual Life Insurance Co. The combined entities will operate under the name Coastal Wealth and will be headquartered in Fort Lauderdale, Fla.

Chairman Harris Fishman and CEO Jeremy Straub will lead the combined Coastal Wealth entity, with a team of more than 450 advisers, managers and support staff. The new company will service $10 billion of assets from more than 200,000 clients across 27 offices located throughout Florida and Georgia.