FOLD LEGAL

Financial planning

Advisers looking to buy portfolios will have to find other ways to manage their financial risk of recovery following the hardening of PI insurance run-off period after th...

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Financial planning

While the creation of a deferred sales model (DSM) to regulate the sale of add-on insurance was explicitly recommended by Commissioner Kenneth Hayne the industry is being...

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Life/Risk

While the new design and distribution obligations for retail insurance products will impact insurers more, sellers of retail insurance products will still see some new re...

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Financial planning

With the Royal Commission resulting in a tougher insurance market, organisations looking to get professional indemnity cover should act quickly to ensure they’re not left...

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Policy & Regulation

The Australian Securities and Investments Commission is causing headaches for Australian Financial Services licensees by approving responsible managers despite there bein...

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Financial planning

Financial planners should ensure they are providing good quality advice to avoid ending up in front of the Financial Ombudsman Service (FOS), the Fold Legal has advised....

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Funds management

Sophisticated or wholesale investors looking to invest together through one legal entity should consider using a bare trust, the Fold Legal has recommended....

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Financial planning

MDA providers faced their first deadline of 1 October to comply with the revised MDA services framework but not many had moved on this, The Fold Legal said....

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 22 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 20 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 23 hours ago