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Bot or Not: A guide for NZ financial services firms entering the Digital Advice age.
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Perspective
Are your open-ended funds ready for the next crisis? IOSCO’s latest guidance
IOSCO has now followed up its recommendations with a consultation paper called “Guidance for Open-ended Funds (OEFs)
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GRC
Perspective
Revving up: Navigating change in banking and financial services with Phil Doak
Banks and financial institutions are essential for driving economic growth.
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Funds
Perspective
IBRC Investment Operations Challenges Forum 2024 – Sydney 11-12 September
The intent of the forum was to bring together investment operations professionals to discuss the key challenges faced by
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Mosaic
Perspective
Book Review - “How Big Things Get Done”
I made a post about starting into this book, I think it should be compulsory reading for anyone leading a project.
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Sustainability
Perspective
Webinar: Climate-related disclosures in Australia and New Zealand
Explore the impacts of climate-related disclosures on businesses in New Zealand and Australia, highlighted in a webinar
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Banking
Perspective
Commerce Commission report – a recipe for disruption?
The recently released Commerce Commission (“CC”) report on NZ’s personal banking sector has, not surprisingly, garnered
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Funds
News & Media
NZ Government to Free Trapped QROPS Funds
Great news for KiwiSaver members with Qualifying Recognised Overseas Pension Schemes (QROPS) funds, and the providers
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Mosaic
Perspective
How Big Things Get Done
Last week I came across this book How Big Things Get Done by Bent Flyvbjerg and Dan Gardnerand, and in between Olympic
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Mosaic
Perspective
Targeted Empathy – cause for confusion?
Targeted Empathy – cause for confusion? Targeting empathy and making it selective by definition, undermines authenticity
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Mosaic
Perspective
Cut over to BAU and Red Panda reflexes
The Red Panda has one of the best startle reflexes in the animal kingdom. A close second might be bank middle management
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GRC
Conduct
Insights from FMA's Research on Fairness in Financial Services
The Financial Market Authority recently released a research paper, Understanding Fairness in Financial Services.
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Sustainability
Perspective
Climate Change Adaptation Strategies will be at the heart of transition planning
Adaptation Strategies will be at the heart of transition planning, which will be a hot topic this year.
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GRC
Risk
ABA releases strategic review into Australia’s Consumer Data Right (CDR) regime
The Australian Banking Association ("ABA") recently released the findings of a strategic review undertaken by Accenture
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GRC
Compliance
FMA Financial Advice Provider Monitoring Insights Report
The FMA recently released their FAP Monitoring Report. We've summarised the report themes and provide recommendations.
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Insurance
Perspective
Practical considerations of Insurance Contracts reform
The introduction of the Contracts of Insurance Bill dispels the myth that there is a lull in financial services reform.
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Sustainability
Perspective
We cannot do without nature, we are part of it – How Nature-related Disclosures (NRD) can enhance sustainability
Understand Nature-related Disclosures (NRD) – the next frontier in sustainability reporting.
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Funds
Perspective
Leaving it to the professionals, some liquidity risk management free rein
The FMA recently released their updated liquidity risk management (LRM) guidance for managers and supervisors of
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Sustainability
Perspective
Climate-Related Disclosure, Early Insights and Observations
Our world is changing. The introduction of disclosure requirements related to climate, for certain entities, aims to
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Technology
Perspective
Open Banking's Promise and Perils
Open Banking, a vision set into motion in 2015 by the PSD2 (Revised Payment Service Directive), aimed at reshaping the
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Technology
Perspective
Taming complex data and related analysis
The standards developed by the External Reporting Board (XRB) for the Climate-Related Disclosures (CRD) mandate the
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GRC
Conduct
Conduct Impacts on Funding and Delivery Decisions
Financial institutions across New Zealand are going through licensing for the Conduct of Financial Institutions (CoFI).
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