How to Find Balance Between Data and Behavioral Insights

Keyword: behavioral finance and the role of psychology (MV 190, 34% KD)   As a financial professional, data is part of an everyday routine. Investment analyses, historical data, and trend reports—among other things—are important parts of the equation when helping a client lock in their next opportunity.   To add to a strong decision-making arsenal,

Due Diligence Officer Amy Gunter

Concorde Investment Services Hires Due Diligence Officer Amy Gunter – The DI Wire

Concorde Investment Services LLC., a full-service broker-dealer, has hired Amy Gunter to serve as the company’s due diligence officer where she will analyze and perform due diligence on alternative investments for the firm’s platform. Gunter brings nearly 25 years of experience within operations management, relationship management, and in the evaluation of investment products with a

Drew Jackson DI Wire

Concorde President featured in The DI Wire – 2020 Foresight

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