Full circle tree-change brings Mark Folpp’s adviser journey back home

It was a long and winding road that took Mark Folpp from accounting to broking, funds management and ultimately financial advice. He still gets to channel his “inner fund manager”, but the context is a whole lot different this time.

James Dunn | 18th Mar 2024 | More
The ‘big misconception’ about insurance-linked securities

It’s possible to get equity-like returns from insurance-linked securities with much lower volatility. But a supposed asymmetry of information in the market keeps investors from allocating.

Staff Writer | 18th Mar 2024 | More
Co-investment and secondaries reign comes to the fore in 2024’s PE channels

After a stellar two years for private equity, the global market stalled in 2023 amidst challenging conditions. The switch called for agility, with Neuberger Berman finding other ways to get deals going that put distributions in the hands of investors.

Tahn Sharpe | 18th Mar 2024 | More
News
Foresters becomes first B Corp certified investment bond provider in Australia

For investors thinking holistically about future wealth, adding B Corp accreditation to the provision of investment and education bonds makes a compelling offer.

Staff Writer | 7th Mar 2024 | More
David Leon: Leading the boutique, independent advice brigade

After witnessing the evolution of the US advice market, David Leon knew his Australian clients would want product and advice to be separate. It’s why the Adelaide adviser was so surprised the Hayne Royal Commission took so long to come about.

Nicholas Way | 19th Feb 2024 | More
Online investment dives as novice investors shy away from platforms

The continuing decline in online investment can be traced back to a few developments, but it must also sit alongside a reminder that usage peaked dramatically in the pandemic.

Staff Writer | 8th Feb 2024 | More
Markets
Orbis and the private ownership advantage in value investing

The vast majority of quality asset managers will go through periods of five years of underperformance or more, which makes it difficult for that firm to take smart value bets and hold them until maturity beckons.

Staff Writer | 14th Mar 2024 | More
Take a hard look at leverage in private lending: Challenger

As many as half of all Australian private lending managers are using leverage to juice their returns, according to Challengers Investment Management, exposing themselves and their investors to mark-to-market risk.

Staff Writer | 14th Mar 2024 | More
How to spread your allocation wings beyond traditional and into alternatives

Diving into alternative investments can be a daunting prospect, but a rewarding one for advisers looking to supplement their growth sleeve and add fresh diversifiers. A panel discussed some tips for those starting out on their alts journey.

Staff Writer | 11th Mar 2024 | More
Time to look past the perceived risks in private equity: Federation

Advisers may be holding back from private equity investment because they have an exaggerated view on the liquidity risks involved, but providers offer more liquidity now than ever, and smart advisers are capitalising on this.

Staff Writer | 11th Mar 2024 | More
INSight #328 with Ben Preston from Orbis Investments

Ben Preston from Orbis Investments speaks to James Dunn from The Inside Network on investing in a changed world.

The Inside Adviser | 15th Mar 2024 | Watch Pause
INSight #327 with Ben Preston from Orbis Investments

Ben Preston from Orbis Investments shares insights with James Dunn from The Inside Network on diversification in name only.

The Inside Adviser | 12th Mar 2024 | Watch Pause
INSight #326 with Ben Preston from Orbis Investments

Ben Preston from Orbis Investments shares insights to James Dunn from The Inside Network on the revenge of the stock-picker.

The Inside Adviser | 7th Mar 2024 | Watch Pause
Helping the advice industry navigate the regulatory risk landscape: INDepth with Amanda Mark from MIntegrity

Amanda Mark from MIntegrity goes in-depth with Laurence Parker-Brown from The Inside Network on helping the advice industry navigate the regulatory risk landscape.

The Inside Adviser | 7th Mar 2024 | Watch Pause
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
The Inside Adviser | 17th Mar 2024
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
The Inside Adviser | 8th Jan 2024
BIT #5: Advicetech attraction with Pete Worn from Finura Group
The Inside Adviser | 11th Oct 2023
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
The Inside Adviser | 11th Oct 2023
BIT #3: Super fund benchmarking with Ian Fryer from Chant West
The Inside Adviser | 11th Oct 2023
BIT #2: Investment dynamism with Paul Saliba from SQM Research
The Inside Adviser | 11th Oct 2023
BIT #1: Compliance matters with Sean Graham from Assured Support
The Inside Adviser | 24th Sep 2023
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Adviser | 10th May 2021
Kanish Chugh explores strong returns from Biotech in recent years
The Inside Adviser | 30th Mar 2021
Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
The Inside Adviser | 15th Mar 2021
32% return for calendar 2020!
The Inside Adviser | 9th Mar 2021
Franklin Templeton and Quantifeed: Riding the digital wave
The Inside Adviser | 16th Dec 2020
Cor Capital’s Davin Hood discusses defensive investments to boost your portfolio.
The Inside Adviser | 30th Oct 2020
Chris Briant Parametric & Peter White from IN Chats
The Inside Adviser | 21st Sep 2020
Benefits of unlisted direct property funds in low yield investment environment
The Inside Adviser | 20th Sep 2020
ETF Securities: Trade your conviction
The Inside Adviser | 9th Sep 2020
Inside Analysis DATT Capital
The Inside Adviser | 8th Sep 2020
COVID-19 and the Industrial and Logistics sector: insight from Charter Hall
The Inside Adviser | 28th Jul 2020
Investors look to biotech with COVID-19 vaccine on the horizon
The Inside Adviser | 22nd Jun 2020
CEO Series with Federation AM CEO Cameron Brownjohn
The Inside Adviser | 17th Jun 2020
All weather investing
The Inside Adviser | 5th Jun 2020
Equities, dividends and Covid-19
The Inside Adviser | 5th Jun 2020
The sting in the transition tail
The Inside Adviser | 28th May 2020
Pandemic-proofing portfolios
The Inside Adviser | 6th May 2020
Future proofing investing with FAANGs
The Inside Adviser | 27th Apr 2020
RARE Infrastructure market update
The Inside Adviser | 8th Apr 2020
Listed infrastructure is a proven defensive asset
The Inside Adviser | 16th Mar 2020
Quo vadis robo?
The Inside Adviser | 16th Mar 2020
Bonds are here to stay
The Inside Adviser | 5th Feb 2020
Listed infrastructure vs. unlisted infrastructure with Charles Hamieh
The Inside Adviser | 21st Jan 2020
White label Robo Advice solutions: what, why and how ?
The Inside Adviser | 19th Aug 2019
Investing made easy with Raiz
The Inside Adviser | 28th May 2019
Clime expands offer to new markets, leads the way post Hayne.
The Inside Adviser | 23rd Apr 2019
Agri sector still inspiring investors
The Inside Adviser | 8th Apr 2019
Australian equities: Clouded by political, economic and credit uncertainty
The Inside Adviser | 26th Mar 2019
Steady Income from infrastructure.
The Inside Adviser | 11th Mar 2019
Residential house prices are falling…but what about commercial property?
The Inside Adviser | 4th Dec 2018
Are we there yet? Late cycle investing and infrastructure.
The Inside Adviser | 13th Nov 2018
‘Industrial strength’ investing
The Inside Adviser | 25th Sep 2018
The attractions of Global Listed infrastructure for long term investors explained
The Inside Adviser | 7th Sep 2018
Commercial Property Trusts in a SMSF? Shed’s Peter White chats with Thinktank CEO Jonathan Street.
The Inside Adviser | 28th Aug 2018
Super
Hobbled by hubris, industry funds in danger of failing their members

The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the failures are starting to mount.

Tahn Sharpe | 9th Nov 2023 | More
More spending guidance during ‘Glory Years’ required: Wattle Partners

Retirement’s approach requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

Lisa Uhlman | 2nd Nov 2023 | More
In Practice
Both human and digital advice constrained by the same price-to-value dilemma

The good news? Millions of unadvised Australians see the value in financial advice. The bad news is that the vast majority remain reluctant to attach market rates to that value, even if the advice is digital. But all that has the potential to change.

Tahn Sharpe | 7th Mar 2024 | More
‘Make it cool’: Hunt for grads heats up as professional service firms scramble for talent

Making up the adviser shortfall is going to be a challenge, with the big professional services firms just as desperate for top-level talent as advice groups. To get young people interested, Striver founder Alisdair Barr says, we need to make the industry interesting.

Staff Writer | 26th Feb 2024 | More
Authors
194 Articles
Tahn is managing editor across The Inside Network's three publications.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
71 Articles
Lisa is editor of The Inside Investor and has extensive experience covering legal and financial services news.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
73 Articles
Nicki is an experienced journalist writing across The Inside Investor and The Inside Adviser.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
706 Articles
Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum