--- January 19, 2007 ---
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Tiburon announces that it is now taking orders for 2007 Research Report Retainers, which allow Tiburon clients unlimited access to all Tiburon research reports published in a calendar year. Tiburon is also pleased to announce its newly-updated research report titled The Rapid Emergence & Expected Continued Growth in the Market for Separately Managed Accounts & Other Fee-Account Programs. This may be a great opportunity to budget for your 2007 research needs, and get started now with Tiburon's research report on fee-accounts
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Tiburon Research Report Retainer
Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, primarily provides market research & strategy consulting services. The firm has also attempted to assist its clients in understanding various markets by publishing a series of twenty-six (thus far) ~300-400 page comprehensive research reports ($5,000 per report).
Please click the image above to visit Tiburon's web site to see the table of contents for each of Tiburon's 26 currently published research reports |
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At the suggestion of numerous Tiburon clients, Tiburon recently created a new client service allowing unlimited access to all of its research reports published in a calendar year (delivered online) for only $25,000. This service has helped numerous Tiburon clients, including Ever Bank Financial, Fidelity Investments, Groupe Caisse D'Epargne, Morgan Stanley, Morningstar, SEI Investments, Societe Generale, UBS, and Wells Capital consolidate their research needs and budgets.
To subsribe to Tiburon Research Report Retainer Program, please contact Brian Cotter at BCotter@TiburonAdvisors.Com.
Separately Managed Accounts & Other Fee-Account Programs (2007 research report)
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.
2007 Tiburon Research Reports Calendar
Tiburon's 2007 research reports calendar is subject to change as it is driven by Tiburon's market research & strategy consulting projects, but currently the target reports for early 2007 include:
- Consumer Wealth
- Sales & Marketing Strategies
- Hedge Funds
- Mutual Funds
- Fee-Only Financial Advisors (RIA) Market
- Retail Banks Market
- Full-Service Brokerage Firms Market
Existing Tiburon Research Reports
As noted, Tiburon has published twenty-six research reports to date:
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Tiburon Research Reports
More broadly, Tiburon created its series of research reports to help educate its clients in a low-cost way on a wide variety of topics in the brokerage, investments, private banking, and wealth management markets. The majority of Tiburon's research reports are written for executives at financial institutions; a few reports are written specifically for financial advisors. The financial institutions series contains macro-industry reports that cover topics such as the mutual funds industry, the hedge funds industry, the full-service brokerage firms industry, and the fee-only financial advisors industry. Reports in the financial advisors series are more tactical, including topics such as A Comprehensive Overview of Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors, and Trends in Succession Planning, Firm Valuations, & the Acquisition Market for Financial Advisors.
These ~300-400 page reports follow an easy-to-digest format while providing detailed facts and analysis that aid in the development of an understanding of leading product areas and market segments, including recent developments, competitor rankings, and leading competitors' strategies. The firm attempts to position its reports as reference documents, and not as short-term newsworthy editorials. While Tiburon has been repeatedly told that its research reports are worth much more, they are priced at just $5,000 each because Tiburon believes that the information should be shared widely and that sharing the research will lead to market research & strategy consulting projects over time. Reports can be sent immediately as PDF documents electronically. Bound copies can be printed and mailed for an additional $500 each. Tiburon plans to continually update these reports and publish additional reports in the future; please let the firm know if there are topics that you desire to see covered.
To learn more about the Tiburon Research Report Retainer Program or to address your company's research needs for 2007, please contact Brian Cotter at BCotter@TiburonAdvisors.Com.
Tiburon Database Access Program
Tiburon is also preparing to soon offer easier access to its industry leading database of over 200,000 contacts, primarily various types of financial advisors and executives at financial services companies. Many Tiburon clients have benefited from purchases of all or a portion of this database. If you are interested in learning more, please contact Brian Cotter at BCotter@TiburonAdvisors.Com.
Tiburon CEO Summits
CEOs from firms subscribing to Tiburon's research report retainer or its database access program will receive an invitation to Tiburon's next CEO Summit, scheduled for April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Speakers will include John DesPrez (CEO, John Hancock Financial Services, Manulife Financial), Ed Haldeman (CEO, Putnam Investments), Steve Lockshin (CEO, Lydian Wealth Management, Lydian Trust Company), Jim Riepe (Retired Vice Chairman & Senior Advisor, T. Rowe Price Group), Paul Schott Stevens (President, Investment Company Institute).
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.
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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 almost 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 Hotel in San Francisco, CA. Fall 2007 and 2008-2009 dates are 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, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at the 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 Summit.
- 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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