News + Outlook

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Lonsec upgrades Pengana global private credit vehicle, and provides initial Recommended rating for wholesale private credit fund

From Pengana Capital

Two of Pengana Credit’s global private credit investment vehicles have been given a Recommended rating by Lonsec, while the company’s innovative online term accounts, TermPlus, have received an initial Investment... Read more continue reading

08 Dec 2025

Ismail Balikoowa awarded 2025 Lloyd’s Innovator’s Scholarship

From ANZIIF - Australian and New Zealand Institute of Insurance and Finance

ANZIIF and Lloyd’s Australia are proud to announce Ismail Balikoowa, Client Relations Manager at Alexander Forbes, as the recipient of the 2025 Lloyd’s Innovators Scholarship. Balikoowa’s winning concept proposes parametric microinsurance, a model... Read more continue reading

05 Dec 2025

ASIC private credit oversight welcome

From Tanarra Credit Partners

The increased regulatory oversight by the Australian Securities and Investments Commission (ASIC) should not scare investors away from private credit but give them more confidence in the product – it remains an attractive... Read more continue reading

05 Dec 2025

KeyInvest strengthens national distribution team ahead of transformational 2026

KeyInvest has appointed two new Senior Distribution Managers, Jason Goodacre, and Jarrad Gray, as part of a targeted expansion to deepen adviser support and extend national distribution. Their appointments follow... Read more continue reading

05 Dec 2025

Structural disruption drowns out market noise and expands investible universe

From System Capital

Investing in structural disruption can help deliver portfolio diversification, overcome market unpredictability, and boost returns, according to global long-short manager System Capital. Marking System Capital’s third anniversary, Founder and Portfolio... Read more continue reading

04 Dec 2025

TAL and advisers co-create intuitive dashboard to simplify policy management

From TAL

To make it easier and faster for advisers to manage their existing client policies, life insurer TAL has launched Inforce Management – a new digital tool within the TAL Adviser... Read more continue reading

04 Dec 2025

intelliflo integrates with FAYBL to deliver first General AI agent on office platform

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has announced an integration with Australia-founded FAYBL, enabling intelliflo office users to apply AI across the client journey to improve efficiency and increase client-facing... Read more continue reading

04 Dec 2025

T. Rowe Price promotes Cassandra Crowe to Lead Institutional Distribution in Australia & New Zealand and Consultant Relations in Asia Pacific

From T. Rowe Price

T. Rowe Price, a leading global asset manager with US$1.79 trillion asset under management[1], has announced the promotion of Cassandra Crowe to Head of Institutional Distribution for Australia and New... Read more continue reading

04 Dec 2025

Royal London Asset Management launches four new funds for Australian investors

From Royal London Asset Management

Royal London Asset Management, one of the UK’s leading active investment managers, has further demonstrated its commitment to Australian investors with the launch of four new funds, with Equity Trustees... Read more continue reading

03 Dec 2025

AZ NGA widens footprint in Sydney’s eastern suburbs and Illawarra region

From AZ Next Generation Advisory

Advice platform, AZ NGA has entered a strategic partnership with Sydney Financial Planning in a deal that delivers both succession and business growth solutions to the 38-year-old firm. Founded in... Read more continue reading

03 Dec 2025

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