On behalf of everyone at Concorde, I would like to thank everyone who attended our 2019 Concorde Spring Conference in downtown Detroit. It was a jam-packed three days of camaraderie, education, entertainment, recognition and reflection, and by the end, I truly felt it evoked the culture of family that we continually strive to provide. The
We are so excited about the release of our new all-in-one FLITE Tech Platform. Check out the video and features below. With The Concorde FLITE Tech Platform you get: Integrated programs Applications Dynamic forms Comprehensive back office support An option to create a streamlined dashboard Schedule a Demo Today!
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
Industry veteran Aubrey Morrow, host of “The Financial Advisors” radio show and president of Financial Designs, Ltd. has joined Concorde. As a Certified Financial Planner (CFP) and Investment Advisor Representative, Morrow brings a strong background in conceptual financial planning. Morrow’s efforts in utilizing Financial Designs’ tax reduction strategies, risk management, investment selection, advanced estate, and
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