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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

Tricks for avoiding buyers’ remorse as M&A heats upTricks for avoiding buyers’ remorse as M&A heats up

Professional Planner, 14 August 2019


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Wealth Management

Deal trends: Warranties and indemnities in the sale of financial advice portfoliosDeal trends: Warranties and indemnities in the sale of financial advice portfolios

Adviser Voice, 14 August 2019


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Wealth Management

Advisers push risk back onto portfolio sellersAdvisers push risk back onto portfolio sellers

Money Management, 13 August 2019


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General Insurance

Finity urges caution over add-on insurance changesFinity urges caution over add-on insurance changes

Insurance News, 10 July 2019


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General Insurance

Add-on insurance regulation unclearAdd-on insurance regulation unclear

Money Management, 9 July 2019


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Wealth Management

ASIC rejects 30 per cent of AFS applicationsASIC rejects 30 per cent of AFS applications

InvestorDaily, 5 July 2019


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Wealth Management

ASIC recommendations to hit licence approvalsASIC recommendations to hit licence approvals

Independent Financial Adviser, 5 July 2019


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Credit

Credit card debt falls to 11-year lowCredit card debt falls to 11-year low

mortgagebusiness, 13 June 2019


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Wealth Management

Westpac case and the digital fix for SOA messWestpac case and the digital fix for SOA mess

Cuffelinks, 12 June 2019


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Credit

How lenders and brokers should assess credit card costs nowHow lenders and brokers should assess credit card costs now

Adviser Voice, 7 June 2019


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