Financial professionals work in an extraordinarily dynamic and rapidly evolving industry, where new tech, new tools, and new ideas constantly present exciting new opportunities for the savvy professional. Staying ahead of the curve is essential in such a highly competitive and ever-changing space. One of the best ways to make that happen is to step
While the unavoidable and ever-present backdrop of the COVID-19 pandemic has obviously dominated the national conversation over the last six months, 2020 isn’t done making headlines just yet. The November 3rd presidential election is right around the corner. For financial professionals, this presents a remarkable (and, in many ways, historic) challenge: evaluating and responding to
While the full impact of the COVID-19 pandemic is unclear (and likely will be for some time), public crises inevitably have a dramatic impact on financial markets. A look at past crises makes that clear, with widespread economic disruption and uncertainty leading to nervous investors and plunging markets. So, while the current market disruption may
While the long-term civic and economic impact of the COVID-19 pandemic remains to be seen, this unprecedented public health emergency has already had a profound effect on the financial markets. The combination of significant societal and financial disruption and a still-uncertain future is a formula for nervous investors and volatile markets. But while the nature
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.