Charlotte Chatterton’s Post

I really do believe that our clients can only benefit from a joined up Financial plan working with a team of like minded professionals. All playing to our strengths and deliver the very best outcome. Here's to the future ##thevalueofadvice ##financialplanning #collaboration

Today, we are taking a look back at a monthly survey series, in which we sought insights from our esteemed community of real estate appraisers. The question at hand was: "How do you optimize your productivity during the workweek?" The response we received was both enlightening and unanimous: Embracing the transformative power of technology. We invite you to explore the comprehensive survey results by clicking on the following link: https://bit.ly/3GdHJK0.

Get to know Oaktree Capital Management, L.P.s new co-CEOs, Armen Panossian and Robert O’Leary 👉 https://lnkd.in/etg5eSzx In this Insights video, they discuss their first jobs, their favorite Howard Marks quote, when their alarms go off in the morning, and much more.

I was a little nervous being on camera, but it was a pleasure to share my positive feedback with the BT and Striver teams 🎉 As a full time CSO at a suburban financial planning firm and an online financial planning student at Deakin, the opportunity to meet others in the industry at events like these is so precious to me. Not just as a wonderful chance to network with other young people in the finance space, but to meet its leaders and gain an understanding of the current industry environment. Brimstone allowed me to step outside my scope of experience and discover new ways of doing things. Financial planning can be such a varied industry and it’s easy to forget that in the day-to-day, when all you have is an example of how one or two advisers at your company operate. I love discovering how different financial planning businesses operate and how they structure their priorities in their culture and processes. It inspires me with improvements and ideas I can implement in my own career and back at my own workplace. More than that though, it keeps me passionate about my career this industry. It’s inspiring to see Striver pioneering the way with Brimstone 2024, and I hope more organisations will follow suit. I truly believe that the more this space invests in young people and its support staff, the more it can blossom as an industry. As we heard at Brimstone, the financial planning space has so much growth potential over the next few years. Investing in our future and ongoing learning at all levels of the industry is such a worthwhile endeavour.

I have always been blessed with a great colleagues and clients who listen and follow advice. It is always a team effort. #Investing#forbes #shookresearch #wealthmanagement #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

Out Now: Knight Frank’s 18th edition of The Wealth Report. Unique data, expert insights, thought-provoking interviews and future views shed light on the key issues affecting how you live, work and invest! Download a copy of the report here https://bit.ly/49DlElo #thewealthreport2024 #knightfrank #realestate

Tobin is invested in the success of its clients. By understanding and anticipating their perspectives and needs, we ensure exceptional outcomes. Everything we do for others, we do as we would for ourselves. That’s the Owner’s Perspective™. #TestedTrustedTobin #OwnersPerspective™

We’re pleased to announce our half year results for the six months ended 30 September 2024.   David Lockwood, Chief Executive Officer, said:   "This is another strong set of results, with continued positive momentum across the Group. Our operational and financial performance in the first half of the year underpins my confidence that we will deliver our expectations for the full year, as we progress towards our medium-term guidance.   "We continue to focus on driving performance and sustainable growth. Working closely with our customers, we are consistently delivering key programmes and contracts, with enhanced standards of execution. Meanwhile, a backdrop of geopolitical instability means demand for what we do continues to increase, resulting in an expanding and attractive long-term opportunity set. We are selecting the right opportunities and are being disciplined in how we deploy capital to deliver growth which maximises shareholder value." You can view the full statement and watch a video from David Lockwood here: https://lnkd.in/ez72tE3h

This is encouraging news, however, there is a critical area of concern: both the UK Ministry of Defence and the Australian Defence Force are shifting their focus towards smaller, cost-effective, attritable systems for air and maritime operations. This pivot to agile, expendable assets for rapid deployment is set to put companies like Babcock International Group in an increasingly vulnerable position, as they remain heavily reliant on traditional, large-scale military assets that are fast approaching operational obsolescence. Compounding this challenge, Babcock, like many major defense contractors, faces a significant internal inertia that hinders its ability to adapt quickly. Inefficiencies rooted in legacy processes and structures could soon come under intense scrutiny, especially given the impending shake-up in U.S. defense spending. As budgetary pressures shifts in the U.S. as per its new administration begin , the tremors of these changes are likely to be felt acutely in the UK, pressuring defence primes to streamline and modernise. James Earl Anduril Industries STARK Helsing BOKA Capital HII SAIC Leidos Sierra Nevada Corporation SNC-Lavalin Jacobs Amentum Gary Mortimer Mark Currass

LaSalle's Matthew Sgrizzi says 'global real estate may be on the cusp of a golden era'. He recently spoke to ausbiz about the REIT market and how periods of negativity and investor anxiety often lead to golden opportunities. In this interesting interview, Matt also speaks about the impact of work-from-home trends and the rise of data centres. Listen to his full interview via the link 🔗 https://bit.ly/3VdLiXZ #sghiscock #fundsmanagement #lasalle #mattsgrizzi