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Tiburon March 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 its March research report releases, increasing Tiburon’s library of research reports to 38 reports. Three new reports provide relatively comprehensive top-down overviews of products or services, and corresponding markets & distribution channels, as well as specific future predictions. These three new comprehensive research reports include:
- Fee-Only Financial Advisors (RIAs) Market
- Financial Advisor Mergers & Acquisitions
- Institutional Mergers & Acquisitions
Please click the image above to visit Tiburon's web site to see the table of contents for Tiburon's 38 currently published research reports
Along with publishing the more comprehensive reports above, Tiburon also regularly seeks to publish initial versions and/or make minor updates to existing reports so as to create something to build upon and /or to make existing reports more useful to Tiburon clients. While these versions may lack the comprehensiveness of other Tiburon research reports, they may be useful to select Tiburon clients. For instance some clients utilize select parts such as a history chapter or a company’s profile of some reports. Many of these reports will be more comprehensively addressed later this year. By way of this email, Tiburon is also releasing an additional nine initial and/or updated Tiburon reports:
- Hedge Funds
- Real Estate
- Wine Investment
- Upscale Channels Markets (e.g., Private Trust Companies, Boutique Brokerage Firms)
- CPAs & Tax Pros Market
- Europe, Middle East, & Africa Markets
- Asia Pacific Markets
- Management Consulting
- Strategic Frameworks
Fee-Only Financial Advisors (RIAs) Market
The purpose of this report is to provide readers with an initial overview of the fee-only financial advisors (RIAs) industry, the fastest growing distribution channel. This is Tiburon's second effort at putting its views regarding this unmeasured but widely speculated market into a single report.
Tiburon’s first draft of this report was published in 2007. That version was developed by summarizing existing Tiburon research.
This is Tiburon’s second draft of this report. The objective here was to further develop the storyline and tighten the profiles of the leading custodians.
Financial Advisor Mergers & Acquisitions
The purpose of this report is to address succession planning, firm valuations, & the growing acquisition market for financial advisory businesses. While this topic has become quite popular throughout the industry, little reliable and consistent market data exists because many transactions take place between related parties and because most acquirers do not disclose the terms of individual transactions. As a result, Tiburon’s primary objective was to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire an advisory firm, this report is a great reference. This is the fourth draft of this report, with each version getting more comprehensive.
The first draft of this report was written in 1999. That draft compiled existing Tiburon research on this topic.
The second draft of this report was written in 2001. That draft added significantly to Tiburon’s conclusions.
The third draft of this report was written in 2005. That draft addressed all aspects of this growing trend. It started by offering a synopsis of the succession planning issue for financial advisors and introducing the four phases of buyers. The report then introduced the seven key steps to success and discusses firm valuations, utilizing a host of examples from throughout the industry. Finally, that draft report defined seven winning strategies.
This is the fourth draft of this report. The objectives here were to coordinate this report with Tiburon’s equally good Financial Advisor Benchmarking & Best Practices report and to incorporate new industry learnings.
This is the fourth draft of this report. The objectives here were to coordinate this report with Tiburon’s equally good Financial Advisor Benchmarking & Best Practices report and to incorporate new industry learnings.
Institutional Mergers & Acquisitions
The purpose of this report is to summarize the rapid consolidation taking place in the banking, brokerage, and insurance industries. Over the past decade, Glass Steagall has fallen and the financial services industry has picked up its mergers & acquisitions trend. Banks have acquired other banks, brokerage firms, and asset managers. Insurance companies have acquired other insurance companies, independent broker/dealers, and asset managers. Full-service brokerage firms have acquired other full-service brokerage firms and asset managers. And asset managers have acquired one another. With all this activity, what is left? Lots! This report profiles the enormous number of transactions that have taken place and lays the groundwork for the expected consolidation over the coming decade. The acquisition market continues to evolve and data still seems to be analyzed in silos. As a result, Tiburon’s primary objective was to bring a common set of facts to all market participants.
Tiburon’s first draft of this report was written in 2005 primarily by summarizing previously completed research.
This is Tiburon’s second draft of this report; it was written in 2008 by both coordinating the prior findings of this report with Tiburon’s banking, brokerage, and insurance industry reports, and conducting substantial new research.
Tiburon Research Reports
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 $1,000 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 38 research reports currently published. Tiburon expects to publish about 45 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 or 415-789-2540.
Existing Tiburon Research Reports
Tiburon has published thirty-eight research reports to date:
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Key Driving Factors Reports
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Product & Service Segment
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Strategic Conclusions
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Market Segment
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Financial Advisor Issue Reports
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Summary Report
Strategic
Strategic
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Summary Report
Key Driving Factors
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Summary Report
Financial Products Reports
Wealth Management Services Reports
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Summary Report
Captive Advisor
Independent Advisor
International
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Summary Report
Building a Business Issues Reports
Tiburon Benchmarking Reports
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More Information
To learn more about Tiburon's recently published research reports and address your company's research needs for 2008, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.
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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) 789-2540.
- 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 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 2008. Specifically, the firm plans to add either a chief consulting officer or two-to-three incremental principals (the most senior role at the firm) and several more research and marketing managers in 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.
- 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.
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