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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

Compliance managers are by default in control of your brokerageCompliance managers are by default in control of your brokerage

FinanceFeeds, 17 April 2019


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General Insurance

Insurance advisers may be safe from anti-hawking lawsInsurance advisers may be safe from anti-hawking laws

Money Management, 17 April 2019


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Wealth Management

ASIC stands by Responsible Manager processASIC stands by Responsible Manager process

Money Management, 15 April 2019


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Wealth Management

Licensees confused by ASIC approval of Responsible ManagersLicensees confused by ASIC approval of Responsible Managers

Independent Financial Adviser, 15 April 2019


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Wealth Management

ASIC overstepping in approving responsible managersASIC overstepping in approving responsible managers

Money Management, 11 April 2019


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Fold News

Software firm recognised for innovation in adviceSoftware firm recognised for innovation in advice

Independent Financial Adviser, 2 April 2019


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Wealth Management

Advisers using managed accounts to squeeze managersAdvisers using managed accounts to squeeze managers

Professional Planner, 29 March 2019


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Wealth Management

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

Lawyers Weekly, 7 March 2019


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Wealth Management

20 months to kill grandfathered commissions: Treasury20 months to kill grandfathered commissions: Treasury

Professional Planner, 1 March 2019


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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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