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Bot or Not: A guide for NZ financial services firms entering the Digital Advice age.
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Resources
Lunch & Learn Privacy Webinar – Session 4: How is personal information used for marketing?
Watch Lunch & Learn webinar Session 4: How is personal information used for marketing? and download the slide deck.
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Sustainability
Training
Mosaic sets course for trans-Tasman climate-risk training
Mosaic has launched a new line of climate risk training courses targeting senior executives and boards...
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Privacy
Resources
Lunch & Learn Privacy Webinar – Session 2: Are you collecting information indirectly?
Watch Lunch & Learn Privacy webinar Session 2: Are you collecting information indirectly? and download the slide deck.
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Privacy
Resources
Lunch & Learn Privacy Webinar – Session 3: How do the proposed Australian changes impact New Zealand?
Watch Lunch & Learn webinar Session 3: How do the proposed Australian changes impact NZ? and download the slide deck.
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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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Privacy
Resources
Lunch & Learn Privacy Webinar – Session 1: What are the basics of the Privacy Act?
Watch Lunch & Learn Privacy webinar Session 1: What are the basics of the Privacy Act? and download the slide deck.
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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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Privacy
Resources
The New Zealand and Australian Privacy Acts are changing
Major privacy law updates are coming to New Zealand and Australia. This brochure lists the key changes and explains how
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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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Privacy
Event Insights
Key Takeaways From Major Global IT Outage
New Zealand experienced a widespread IT outage on Friday (19 July 2024), impacting banking, flights, public transport,
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Sustainability
Training
Introducing new Sustainability and Climate courses in partnership with Informed.City
Following the announcement of our partnership with Informed.City in April, we are delighted to offer training courses
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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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Sustainability
Event Insights
Climate is an economic issue and a capital opportunity
Event insights from FSC New Zealand and Climate Change: Where are we now?
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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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Funds
Event Insights
Initial Thoughts at Future Fund Admin Forum 2024
Into day two of the Future of fund admin conference in Sydney. Some initial thoughts.
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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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