Private Market Assets – APRA Risk Management Concerns

A discussion document entitled "Enabling KiwiSaver investment in private assets" was released late last week by MBIE
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The Decumulation Conversation We Are Yet to Have

In Australia the discussion on decumulation and supporting clients in retirement is very active. In NZ we are yet to
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Spending Patterns in Retirement

I thought this was an interesting read. The report focuses on spending patterns when people are in the decumulation
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Is Your Cookie Banner Compliant?

With OIAC's recent guidance around tracking pixels, I find myself chatting to lots of clients about cookie banners.
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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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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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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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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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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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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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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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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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Targeted Empathy – cause for confusion?

Targeted Empathy – cause for confusion? Targeting empathy and making it selective by definition, undermines authenticity
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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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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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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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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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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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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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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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