For over a decade, The Fold has been known as a trusted source of legal and regulatory advice to the financial services industry.
Our expertise is second to none, and is even more valuable to our client because we share it openly. These pages contain various articles, white papers, tips and traps to every stage of your business lifecycle.
Disclosing product conflicts 'not enough': consultant
Independent Financial Adviser, 22 August 2019
Do managed accounts equate to in-house products?
Money Management, 22 August 2019
Tricks for avoiding buyers’ remorse as M&A heats up
Professional Planner, 14 August 2019
Deal trends: Warranties and indemnities in the sale of financial advice portfolios
Adviser Voice, 14 August 2019
Advisers push risk back onto portfolio sellers
Money Management, 13 August 2019
Finity urges caution over add-on insurance changes
Insurance News, 10 July 2019
ASIC recommendations to hit licence approvals
Independent Financial Adviser, 5 July 2019