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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.

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Wealth Management

Managed account conflicts of interest divide industryManaged account conflicts of interest divide industry

Professional Planner, 13 February 2019


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Wealth Management

‘Opex exemption’ loophole could remain open‘Opex exemption’ loophole could remain open

Professional Planner, 12 February 2019


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Wealth Management

Deal breakers and deal changers in advice M&ADeal breakers and deal changers in advice M&A

Independent Financial Adviser, 11 February 2019


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Wealth Management

Hayne orders about-face on OSAsHayne orders about-face on OSAs

Professional Planner, 4 February 2019


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Wealth Management

Due diligence vital in new buyer’s marketDue diligence vital in new buyer’s market

Money Management, 4 February 2019


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Wealth Management

Managed accounts not immune to Royal CommissionManaged accounts not immune to Royal Commission

Financial Standard, 22 January 2019


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Wealth Management

Advice fee models will changeAdvice fee models will change

Professional Planner, 16 January 2019


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Wealth Management

Business and management skills gulf jeopardises Australia’s legal profession, leaders say Business and management skills gulf jeopardises Australia’s legal profession, leaders say

Australasian Lawyer, 6 December 2018


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Wealth Management

OSAs could be on the chopping blockOSAs could be on the chopping block

Professional Planner, 4 December 2018


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Wealth Management

ASIC issues warning on ‘execution-only services’ for SMSF setupsASIC issues warning on ‘execution-only services’ for SMSF setups

SMSFAdviser, 22 November 2018


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