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.
Concorde Holdings has promoted two and hired one team members. As we continue to grow our already talented team, we are proud to promote both Danielle and Greg and welcome Tracy to the team. This announcement is representative of our continued commitment to providing opportunities for and developing the best talent in our industry and upholding
Our President & Chief Marketing Officer of Concorde Asset Management Drew Jackson recently contributed an article to Investment News on what, and how, financial advisers can learn from successful practices. Check out the full article here.