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Tiburon July 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 July research report releases, increasing Tiburon’s library of research reports to 42 reports. Every two months, Tiburon releases at least one research report that provide relatively comprehensive top-down overviews of specific product or service areas, markets & distribution channels, financial advisor issues, and/or strategic corporate issues. These new reports generally have thoughtful storylines, accurate & up-to-date data, and growing appendices (profiles of industry competitors). In this cycle, Tiburon is pleased to release new comprehensive research reports addressing:
Please click the image above to visit Tiburon's web site to see the table of contents for Tiburon's 42 currently published research reports |
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- Consumer Wealth, Liquidation, & the Retirement Income Challenge: The Impact of the Credit Crisis & the Decline in Home Equity
- Separately Managed Accounts & Other Packaged Fee-Account Programs: Recasting a Growing Industry
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. Many of these reports will be more comprehensively addressed later this year. By way of this email, Tiburon is also releasing an additional eight initial and/or updated Tiburon reports:
- Current Events: Making Sense of the Impacts of Today's Market Events
- An Initial Overview of the Hedge Funds Industry
- Opportunities for Investing in the Wine Market
- An Initial Overview of the Retail Banks Market: Diversifying Through the Private Banking, Personal Trust, Asset Management, & Bank Brokerage Businesses
- An Initial Overview of the Independent Reps & Independent Broker/Dealers Market
- Emerging Opportunities in the English Speaking Countries Markets: United Kingdom & Ireland, Canada, Australia & New Zealand, and South Africa
- Financial Advisor Benchmarking & Best Practices
- Financial Services Industry Mergers & Acquisitions: Consolidation of the Banking, Brokerage, Insurance, & Asset Management Industries
Consumer Wealth, Liquidation, & the Retirement Income Challenge: The Impact of the Credit Crisis & the Decline in Home Equity
Please click the image above to view the table of contents for Tiburon's newly updated Consumer Wealth Research Report |
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The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived baby boomer savings crisis (or retirement income challenge), and baby boomers’ likely pending liquidation. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for baby boomers’ perceived savings crisis, including the decline in pension plans, the Social Security & Medicare industry’s challenges, and the low consumer savings rate. The report also addresses the key pending liquidation, whereby baby boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon’s research on this topic; at this point, it is fairly well developed.
Tiburon’s first draft of this report was published in 2005. That draft was combined with Tiburon’s financial advisor sales & marketing research report. It outlined the number of consumers, their wealth, potential target markets, and sales & marketing strategies.
The second draft of this report was published in 2007; it was unbundled from Tiburon’s equally good financial advisor sales & marketing research report. That version updated all of consumer wealth data using the first quarter 2007 Federal Reserve Flow of Funds report. That version also outlined Tiburon’s refined views on the perceived savings crisis and the pending liquidation.
The third draft of this report was published in 2008; it updated all of the consumer wealth data using the fourth quarter 2007 Federal Reserve Flow of Funds report, fleshed out the specific challenge posed by the decline in baby boomers’ home equity, and incorporated dozens of useful analyses, as well as tightening the storyline.
This is Tiburon’s fourth draft of this report. This draft incorporates substantially more specific analyses, including analyses of consumers, consumer households, and private business sales.
Separately Managed Accounts & Other Packaged Fee-Account Programs: Recasting a Growing Industry
Please click the image above to view the table of contents for Tiburon's newly updated Separately Managed Accounts & Other Fee-Account Programs Research Report |
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The purpose of this report is to detail the heretofore rapid emergence of the packaged fee-accounts market, and predict both the future size of this market and its upcoming key developments. This comprehensive report should serve as a bible for any existing or new participant in the separately managed accounts or other fee-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 report includes statistics on the leading players, details of each market segment, 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! This is the fifth draft of Tiburon’s research on this topic; at this point, it is fairly well developed.
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 sought to organize that emerging business.
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 and regional brokerage firms.
The fourth draft of this report, published in 2007, sought to put separately managed accounts and the other seven types of packaged fee-accounts into their proper context within the industry, namely alongside the other more traditional fee-based investment services long provided by fee-only financial advisors (RIAs) and bank trust officers, tried to offer a comparison of traditional separately managed account programs and the emerging newer program type called multiple style portfolios, expanded the industry’s view of what is popularly (and correctly) perceived to be the industry’s eventual panacea – the unified managed account, and highlighted the best opportunities for TAMPs, enablers, and money managers.
The fifth draft of this report was written in early 2008; that draft focused on addressing numerous recent industry developments (e.g., those around the Merrill Lynch rule), expanding the status of the eight types of packaged fee-accounts such as unified managed accounts, as well as lesser covered versions like annuity wrap programs, and reconciling managers lists to develop a more comprehensive manager appendix. In addition, that draft also revisited future predictions and drew new and/or strengthen old predictions.
This is the sixth draft of this report. This version sought to better align this report with other Tiburon reports and flesh out the history of separately managed accounts & other fee-account programs.
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 42 research reports currently published. Tiburon expects to publish about 40 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 forty-two research reports to date:
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Key Driving Factors Reports
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Product & Service Reports
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Strategic Conclusions Reports |
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Market & Distribution Channel Reports
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Financial Advisor Issue Reports
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Summary Report
Building a Business Issues Reports
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Summary Report
Key Driving Factors
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Summary Report
Financial Products Reports
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Summary Report
Financial Advisor
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Summary Report
Strategic
Strategic
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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, 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 1,100 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 October 14-15, 2008 (San Francisco, CA) at the Ritz Carlton Hotel in San Francisco, CA. 2009 dates are 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 125 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 forty-two ~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 300,000+ 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 2008-2009. Specifically, the firm plans to add two-to-three incremental principals (the most senior role at the firm) and several more research managers in 2008-2009.
- 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’s executive programs project.
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