Halo Investing Names Matt Radgowski as the New CEO

Chicago-Based Halo Investing, Inc., an award-winning platform for Protective Investment Solutions such as Structured Notes, Buffered ETFs, and Annuities, has appointed Matt Radgowski, currently Halo’s Chief Operating Officer, to become its new Chief Executive Officer. Over the coming weeks, Biju Kulathakal, Halo’s current CEO, will transition responsibilities to Mr. Radgowski. Halo’s Leadership team and the Board of Directors are confident that Halo will make this change seamlessly and continue to innovate how the world accesses...

Stratos Wealth Advisors Welcomes Robert Hamer with $250Mn+ in AUM

Stratos Wealth Advisors LLC (Stratos), a Stratos Wealth Holdings company, announced the successful recruitment of wealth management veteran Robert A. Hamer, who has more than $250 million in assets under management (AUM). Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3 billion in advisory assets and over 32 million in third-party managed assets as of March 31, 2023. Hamer joins Stratos from Asset Management Group, Ltd. where he was a managing director since 2016. Prior to joining AMG,...

Proteus announces its strategic alliance with Alpha Principle

Proteus, LLC, a leading provider of alternative funds and private investment solutions, is pleased to announce its strategic alliance with Alpha Principle, a values-based RIA and asset management firm based in Englewood, CO. “With such a unique investment approach and vast financial expertise, we are excited to work with a firm like Alpha Principle. Adding Proteus’ customizable alternative investment platform will open a new sector of opportunity for its clients, empowering them with additional strategies to...

PayPal and KKR Announce Exclusive Multi-Year Relationship

KKR to purchase up to €40 billion of eligible current and future PayPal Pay Later loans originated in Europe PayPal expects to allocate approximately $1 billion to incremental share repurchases this year; updated outlook from approximately $4 billion to approximately $5 billion in total share repurchases in 2023 PayPal Holdings, Inc. (NASDAQ: PYPL) and KKR, a leading global investment firm, announced the signing of an exclusive multi-year agreement for a €3 billion replenishing loan commitment under which private credit funds and accounts...

Discover Launches $36 Million Mission-Driven Investment Fund

Discover Bank has launched a new mission-driven investment fund, the Discover Financial Health Improvement Fund, to support startups and early stage technology companies who are developing solutions to improve the financial health of low- and moderate-income people, communities, and small businesses. Discover Bank has made an initial capital commitment of $36 million. “We continually explore innovative ways to support our communities in which we operate and creating the Discover Financial Health Improvement Fund is a...

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