AlpInvest and Blue Sky file secondaries funds; Bain and Crescent file credit funds
The September 29 Form D batch carried two secondaries vehicles, a direct lending fund and a credit risk sharing fund, with three of the four reporting no capital raised.
Pontera pitches an AI trust layer as Schwab prepares its Charley agent
The 401(k) software firm says agent-to-agent finance needs a validating intermediary, and its long dispute with Fidelity over credential sharing remains unresolved.
A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Jeffrey Cullman and Bruce Holt join a Dublin, Ohio practice that held $2.5 billion as of December, while the hiring report cites their team at both $1.3 billion and $1 billion.
Goldman survey finds fewer Americans increasing retirement savings as Gen X lags
The share reducing savings rose to 14% from 8%, and Gen X posted the lowest on-track reading at 49%.