April 1, 2019—Concorde Holdings, a nationally recognized private firm offering a full spectrum of services and support for financial professionals through its three lines of business (Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency), has earned a coveted spot on the Investment News list of Best Places to Work for Financial Advisers in
Concorde’s very own Director of Research and Due Diligence officer, Tim Witt, recently contributed an article to Investment News on opportunity-zone investments and their range of potential tax benefits. Check out the entire article here.
A March 2017 article in The Wall Street Journal described the family office as an investment phenomenon. Indeed, the story referred to the co-investment practices of 15 of the United States’ wealthiest families ultimately growing into a network of 150 high-net-worth families. Family offices are what the article describes as “disruptive force” entities that are being “set
Concorde Investment Services CEO Jason Kavanaugh had the opportunity to talk with Real Assets Adviser about integrating and investing in technology for broker dealers. How do you think technology should be assimilated into the financial services? Check out the video to hear more.
The end of the year is a great opportunity for advisors to evaluate (or reevaluate) their businesses and the products they recommend for client portfolios. Concorde’s own Director of Research and Due Diligence Officer Timothy Witt shares his year-end due diligence advice in GlobeSt. Check out the exclusive Q&A here.