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Bot or Not: A guide for NZ financial services firms entering the Digital Advice age.
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News & Media
Could KiwiSaver be more Equitable?
I’ve launched a few KiwiSaver schemes, so have a long enduring relationship with what a difference KiwiSaver can make.
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Mosaic
News & Media
New appointments to the FMA board
Commerce & Consumer Affairs Minister has announced three new appointments to the Financial Markets Authority board.
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Privacy
Resources
Lunch & Learn Privacy Webinar – Session 6: What do I need to consider when using a third party?
Watch Lunch & Learn webinar Session 6: What do I need to consider when using a third party? and download the slide deck.
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Mosaic
Event Insights
INFINZ 2024 Conference – Key takeaways
A very worthwhile day at yesterday’s INFINZ 2024 Conference. The lineup of speakers was excellent, and peppered with
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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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Privacy
Resources
Lunch & Learn Privacy Webinar – Session 5: How and why to map personal information?
Watch Lunch & Learn webinar Session 5: How and why to map personal information? and download the slide deck.
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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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Privacy
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 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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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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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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