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New Tiburon Research Reports
Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the first draft of six new research reports. All six of these reports provide comprehensive overviews for industry executives seeking a historical top down perspective on these products or services, their markets & distribution channels, and future predictions for their respective industries or market. Because the firm has completed over 1,000 consulting projects, Tiburon periodically seeks to publish these initial drafts by summarizing its existing research. These drafts will contain some chapters that are more up-to-date than others, but all provide useful data and thought processes. Tiburon makes these drafts available to help clients seeking such starter material. The six new reports include:
- Retail Banks Market
- Full-Service Brokerage Market
- Online Financial Services Market
- Fee-Only Financial Advisors (RIA) Market
- Insurance Agents Market
- Other Infrastructure Issues
Retail Banks Market
The purpose of this report is to provide readers with an initial understanding of the retail banks industry. This is Tiburon's first effort at putting its views regarding this enormous and widely evolving market into a single report.
This is Tiburon’s first draft of this report. This version was developed by summarizing existing Tiburon research.
Full-Service Brokerage Market
The purpose of this report is to provide readers with an initial understanding of the full-service brokerage industry. This is Tiburon's first effort at putting its views regarding this rapidly consolidating market into a single report.
This is Tiburon’s first draft of this report. This version was developed by summarizing existing Tiburon research.
Online Financial Services Market
The purpose of this report is to provide readers with a comprehensive understanding of the online financial services industry, from online investing, to banking & bill pay, to mortgages, and to insurance. It will be Tiburon's third effort at putting its views of the past, present, and future of the online financial services industry into a single report.
Tiburon’s first draft of this report was written in 2000; that version focused primary on developing an organized structure for reviewing the online financial services industry and establishing profiles of the hundreds of complex online financial service companies.
Tiburon’s second draft of this report was written in 2006; that version updated many of the findings since the internet revolution faded.
This third draft of this report focused on tightening the storyline, coordinating it with findings from other Tiburon research reports, and adding substantial detail to a handful of appendix company profiles.
Fee-Only Financial Advisors (RIA) Market
The purpose of this report is to provide readers with an initial understanding of the fee-only financial industry. This is Tiburon's first effort at putting its views regarding this unmeasured but widely speculated market into a single report.
This is Tiburon’s first draft of this report. This version was developed by summarizing existing Tiburon research.
Insurance Agents Market
The purpose of this report is to provide readers with an initial understanding of the vast insurance agencies, brokers, and producer groups market. The report addresses product utilization trends for insurance products, mutual funds, fee accounts, and other products. Another Tiburon report addresses insurance products.
This is Tiburon’s first draft of this report. This version was developed by summarizing existing Tiburon research.
Other Infrastructure Issues
The purpose of this report is to provide readers with a broad understanding of other infrastructure issues faced by financial advisors. The report addresses written business documents, publications, trade groups, conferences, designations, coaches, and professional liability insurance.
This is Tiburon’s first draft of this report. This version was developed by summarizing existing Tiburon research.
Tiburon Research Reports
Please click the image above to visit Tiburon's web site to see the table of contents for Tiburon's 33 currently published research reports |
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Tiburon has 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.
Tiburon Research Report Retainer Program
For firms interested in multiple reports, the Tiburon Research Report Retainer program is a significant value. Tiburon's Research Report Retainer Service, helps many of it's largest clients to consolidate their research needs & budgets. This is a great opportunity to follow Tiburon research closely and significantly add to your firm's research library.
The Tiburon Research Report Retainer Service offers access to all Tiburon research reports published in a calendar year in addition to the 33 research reports currently published. Tiburon expects to publish about 25 new reports in 2008. All will be proactively delivered and can be widely shared inside a firm, for just $25,000.
To subscribe to Tiburon Research Report Retainer Program, please contact Sarah Sage at: SSage@TiburonAdvisors.Com.
Existing Tiburon Research Reports
Tiburon has published thirty-three research reports to date:
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Broad Industry Reports
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Product Segment
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Financial Advisor Issue Reports
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Strategic Conclusions
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Market Segment
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Building a Business Issues Reports
Tiburon Benchmarking Reports
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Financial Advisor Channels Reports
Independent
International
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Strategic
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Broad Industry
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Financial Products Reports
Wealth Management Services Reports
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All research reports are immediately available to Tiburon Research Report Retainer clients.
More Information
To learn more about Tiburon's recently published research reports and address your company's research needs for 2007 or 2008, please contact Sarah Sage at SSage@TiburonAdvisors.Com.
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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 1,000 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 10-11, 2008 at the Ritz Carlton Hotel in New York, NY. Fall 2008 and 2009 dates are 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 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 Summit.
- Tiburon has published thirty-three ~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 Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2546.
- Tiburon offers an annual research report retainer service, whereby dozens of clients receive all Tiburon reports published within a year for $25,000; clients can subscribe to Tiburon's 2007 or 2008 Research Report Retainer by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
- Tiburon also offers a database access program, whereby it shares its 280,000+ person industry executives contacts database with dozens of clients for $25,000 per year (distributed quarterly); clients can subscribe to Tiburon's Database Access Program by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
- 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's weekly research releases, like this one, are emailed for free to interested industry executives, media representatives, conference planners, and individual financial advisors. Over 55,000 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 and 2008. 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 or 2008.
- 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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