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,
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
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
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