Related Tiburon Research Reports

T. Rowe Price Group, like many other Tiburon clients, has purchased numerous Tiburon research reports. Tiburon Strategic Advisors has created these reports (twenty-six to date) 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 industry, and the fee-only financial advisor 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. T. Rowe Price Group and other leading investment management firms have purchased a variety of popular reports, including:

The Future of Advice
If there is a signature Tiburon research report, this is it! Tiburon's Managing Principal Chip Roame delivers 50-60 keynote conference presentations per year, many revolving around Tiburon's view of the future of the brokerage, investments, private banking, and wealth management industries. This report is Tiburon's first effort at putting its view of the future into a single report. The report addresses the huge opportunity in consumer wealth, the short-term challenges, and the increasing level of competition. The report also predicts how the affluent consumer segment will evolve and how this will make advisors evolve. And the report defines four keys for product delivery in the future: fee-accounts, indexing & alternative investments, wealth management services, and family office services, and three keys for building successful advisory businesses - defining target markets, building leverageable businesses through people & technology, and planning for succession.

	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

Consumer Wealth & Target Markets
As the competitive playing field gets more heated, understanding where the money is will be critical. This report details the $17.1 trillion of investable assets and $46.5 trillion of total household assets held by the 300 million Americans who live in 108 million households. The report highlights consumers' evolving advice needs, segments the consumer market, and profiles leading sales & marketing strategies, with an emphasis on target marketing.

Mutual Funds
The $10.0 trillion mutual funds industry deserves an encyclopedic review and this is it. This report addresses data flows, trends in product development (e.g., balanced funds, lifestyle funds, socially conscious funds, mutual funds with hedge fund strategies), pricing parameters (e.g., share classes, mutual fund wrap programs), and distribution channels (e.g., wirehouses, mutual fund supermarkets, fee-only financial advisors, independent reps). The report includes profiles of all 350 US mutual fund companies.

Separately Managed Accounts & Other Fee-Account Programs
This comprehensive report should serve as a bible for any existing or new participant in the fee-accounts or separately managed accounts business. No individual trend is as profound as the shift away from commission brokerage towards the eight types of fee-account programs: fee-based brokerage accounts, broker wrap accounts, mutual fund wrap accounts, annuity wrap accounts, ETF wrap accounts, multiple style portfolios, separately managed accounts, and unified managed accounts. This comprehensive digest includes statistics on the leading players, details of all market segments, highlights of innovations in the four components of fee-accounts, and predictions for the future. This is a must read for firms participating in the fee-accounts market!

Exchange Traded Funds & Indexing

One of the hottest trends in the industry is exchange traded funds (ETFs) and indexing. Exchange traded funds alone have exceeded approaching $400 billion in assets! Firms such as Barclay's, State Street, and Vanguard are out in front. Other firms like DFA, Rydex, and Pro Funds are developing more advanced products. In any case, exchange traded funds & index funds are hot. This report predicts their future, including the role of indexing and the likelihood of active exchange traded funds emerging.

Insurance Products & Risk Management
Life risks are becoming more important as baby boomers age. Disability, long-term care, and life insurance are all key. Annuities are critical. Even umbrella property & casualty insurance policies need to be considered. This report highlights the state of the market in addressing these life risks, including their role in the broader wealth management move.

English Speaking Countries Markets
Many of the English-speaking countries have trends parallel to those in the US, but also many fundamental market differences. This report will be Tiburon's first effort at codifying these trends. The key English-speaking markets of the UK & Ireland, Canada, Australia & New Zealand, and South Africa often provide the initial entry point for the international strategies of US financial services firms. This report will summarize the developments in each of these markets, with specific comparisons to the US market.