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Bot or Not: A guide for NZ financial services firms entering the Digital Advice age.
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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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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
Event Insights
2nd Private Market Assets Summit Sydney
Looking forward to the insights from today's very well attended 2nd Private Market Assets Summit here in Sydney.
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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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Mosaic
News & Media
Mosaic and Manifest Climate Partner to Help Sustainability Teams Manage Climate-related Risks & Opportunities
The partnership empowers organisations along their sustainability journey and helps clients improve climate-related
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Insurance
Event Insights
Panel discussion at the 2024 IFSO Scheme Insurers Conference
Thrilled to have attended the recent Insurance & Financial Services Ombudsman conference where I had the privilege of
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