Tiburon Releases Upcoming Fee-Accounts Report to the Media

--- MEDIA RELEASE - JANUARY 5, 2007 ---

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Tiburon is pleased to provide media-only pre-release access to its newly updated research report titled The Rapid Emergence & Expected Continued Growth in the Market for Separately Managed Accounts & Other Fee-Account Programs . This updated report puts separately managed accounts and the other seven types of packaged fee-account programs into their proper context within the industry, expounds on the amazing proliferation of separately managed account programs to date, offers a specific definition for unified managed accounts, and lays out Tiburon's projections for the future of the fee-accounts market

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Complete Report Access


	Tiburon's Separately Managed Accounts & Other Fee-Account Programs research report will be released to the public on January 12, 2007. Please click the image above to view the table of contents for this report.

Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, will release a new research report next week on separately managed accounts & other types of fee-account programs. The firm is pleased to offer copies of this report to members of the media one week early. Please follow the directions below to download this report.

Media Download & Copyright Disclaimer

Members of the media should be sure that they agree to these two policies before downloading the report:

This copy is intended for media use only and may not be distributed to the general public; Tiburon sells copies of this report for $5,000
Usage of any aspect of any Tiburon research report must be accurately cited, including any underlying sources to Tiburon's research, all of which are made clear on the charts

More Information

Tiburon's consultants, including the author of this report, are happy to assist members of the media by providing statistics and commentary on various aspects of the financial services industry. Feel free to contact Brian Cotter at BCotter@TiburonAdvisors.Com or 415-789-2546 to arrange an interview with one or more Tiburon consultants.

Report Synopsis

Tiburon’s first draft of this report was published in 2001; that version focused narrowly on the emergence of independent fee-account programs, now often called turnkey asset management programs (TAMPs). This was only an emerging segment at the time, and that draft intended to present an organized view of where it was going. The second draft of this report, published in 2002, expanded the focus of the report to also cover the death of business-to-consumer separately managed account models, and the rapid emergence of the new breed of platform-oriented turnkey asset management programs led by Envestnet and Advisor Port. The third draft of this report, published in 2005, expanded its focus on the dominant programs of the wirehouses, other national, & regional brokerage firms.

There are four core objectives for this fourth draft being published in 2007. First, it aims to put separately managed accounts and the other seven types of packaged fee-account programs into their proper context within the industry, namely alongside the other more traditional fee-based investment services provided by fee-only financial advisors and bank trust officers. Second, in the context of packaged fee-account programs alone, this version expounds on the amazing proliferation of separately managed account programs to date, and looks to provide a much greater attention to details separating traditional separately managed account programs, and the emerging newer versions named multiple style portfolio programs. Third, this version aims to expand the industry’s view of what is popularly (and correctly) perceived to be the industry’s eventual panacea – the unified managed account – and offers up a specific definition to measure firm's success in reaching this holy grail. Finally, the report’s fourth objective is to layout down Tiburon’s projections for the future of the fee-accounts market, and to describe exactly where the best opportunities lie for TAMPs, enablers, and money managers.

Target Markets

Five separate audiences should find this report helpful: executives at proprietary fee-account program sponsors & the TAMP programs; executives at the hundreds of firms that are using TAMPs, such as independent broker/dealers, banks, and insurance companies, or those weighing their options between building a platform or hiring a TAMP; other executives who serve proprietary or TAMP fee-account program sponsors, such as technology companies & other enablers, and the hundreds of separate account managers, mutual fund companies, & ETF companies which participate in fee-account programs; and finally, individual financial advisors who utilize or must compete with fee-account programs, either in the captive or independent channels.

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Tiburon Strategic Advisors

Tiburon Strategic Advisors, based in Tiburon, CA, was formed in 1998 to offer market research & strategy consulting services to all types of financial institutions and investment managers:

The firm has served over 300 corporate clients and completed over 900 projects since its founding, and today, its knowledge base includes mutual fund distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-only financial advisor market, the CPA firm market, the family office market, and various international markets.

Tiburon holds a series of CEO Summits semi-annually for its executive-level clients. The next CEO Summit is scheduled for April 18-19, 2007 at the Ritz Carlton in San Francisco, CA. Future CEO Summits are scheduled for October 9-10, 2007 (San Francisco, CA), April 10-11, 2008 (New York, NY), October 14-15, 2008 (San Francisco, CA), April 9-10, 2009 (New York City, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at each Summit is limited to 100 senior industry executives. Visit the CEO Summits section of Tiburon's web site for details on current and past CEO Summits, including attendee lists, meeting agendas, and highlights. Please contact Tiburon’s Managing Principal Chip Roame at CRoame@TiburonAdvisors.Com or (415) 789-2541 if you are a Tiburon client and have an interest in attending a future Tiburon CEO.

Tiburon offers thirteen online business benchmarking tools that are available to all types of financial advisors in an effort to help them benchmark their business practices and build more successful businesses. The sites include www.BrokerBestPractice.Com for wirehouse & regional brokers, www.FABestPractices.Com for fee-only financial advisors, www.IndependentRepBestPractices.Com for independent reps, and www.PrivateBankerBestPractices.Com for private bankers. Almost 5,000 advisors have used these tools. By completing one of the online surveys, financial advisors can access a FREE copy of the relevant comprehensive Tiburon research report, which summarizes and analyzes the collective results.

Tiburon has published twenty-six ~300-400+ page research reports, which offer detailed analyses of growing business segments; each is available for $5,000; these reports can be ordered by contacting Brian Cotter at BCotter@TiburonAdvisors.Com or (415) 789-2546.

Tiburon’s weekly research releases, like this one, are emailed for free to interested industry executives, media representatives, conference planners, and individual financial advisors. Over 40,000 industry executives now receive these releases. Feel free to sign up to receive future research releases at Tiburon’s web site (www.TiburonAdvisors.Com) if this release was passed to you by a colleague and you would like to receive them directly in the future.

Tiburon plans to expand its workforce in 2007. New research managers will develop proprietary research content for Tiburon research reports and client projects and new marketing managers will enhance the firm's web site, weekly research releases program, and the firm's relationships with media representatives, conference planners, and its clients & executive program members. The firm is also seeking to add principal candidates and possibly a chief consulting officer in 2007.

Tiburon has built three executive programs (CEOs-in-Residence, Financial Advisor Roundtable, and Consulting Fellows) in an effort to bring the experiences of additional senior level industry executives to Tiburon clients. Feel free to contact any of the members of Tiburon’s executive programs directly or ask that they be included in any ongoing Tiburon project.

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