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Tiburon September 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 September research report releases, increasing Tiburon’s library of research reports to 47 reports. Every two months, Tiburon releases at least one research report that provides 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 47 currently published research reports |
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- 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 Markets
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:
- An Initial Overview of the Institutional Markets: Opportunities in Retirement Plans, Endowments & Foundations, & Other Markets
- Current Events: Making Sense of the Impacts of Today's Market Events
- An Initial Overview of the Mutual Funds Industry
- Separately Managed Accounts & Other Packaged Fee-Account Programs: Recasting a Growing Industry
- An Initial Overview of the Market-Linked Products Industry, Including Indexed Separate Accounts, Index Mutual Funds, & Exchange Traded Funds
- An Initial Overview of the Venture Capital & Private Equity Industry
- Opportunities for Investing in the Wine Market: Vineyards, Collections, & Futures
- An Initial Overview of the Insurance Products Industry, Including Health Insurance, Disability Insurance, Long-Term Care Insurance, Property & Casualty Insurance, Annuities, & Life Insurance
- An Initial Overview of Estate Planning & Charitable Giving Through Life Insurance & Trust Accounts
- Back to the Future: The Re-Emergence of the Online Brokerage Industry
- Redefining an Industry: Online Banking & Mortgages
- Redefining an Industry: Online Insurance
- Online Tools & Advice: The Intersection of Technology & Self-Service
- An Initial Overview of the Fee-Based Financial Advisors (RIAs) Market
- An Initial Overview of Insurance Agencies, Brokers, & Producer Groups
- An Initial Overview of the Upscale Channels: Seeking to Serve the Ultra Affluent
- An Initial Overview of the
- English Speaking Countries Markets: United Kingdom & Ireland, Canada, Australia & New Zealand, and South Africa
- Emerging Opportunities in the Europe, Middle East, & Africa Markets
- Financial Advisor Winning Tactics: Eight Keys to Success
- Leading Edge Financial Advisor Sales & Marketing Strategies
- Financial Services Industry Technology Developments: Implementing Leading Edge Technology Outsourcing Strategies for Captive & Independent Financial Advisors
- Financial Advisor Business Plans & Industry Networking
- Financial Advisor Benchmarking: Learning Best Practices through Industry Data
- Financial Advisor Profiling: Learning Best Practices by Profiling Leading Firms
- An Initial Overview of the Consulting Industry: Defining Good Business Advice
An Initial Overview of the Retail Banks Market: Diversifying through the Private Banking, Personal Trust, Asset Management, & Bank Brokerage Businesses
Please click the image above to view the table of contents for Tiburon's newly updated Retail Banks Research Report |
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Tiburon’s first draft of this report was published in 2007; that version simply sought to summarize existing Tiburon research.
This is Tiburon’s second draft of this report. This version aligns the report’s table of contents with that of other Tiburon research reports, begins building out the market history & market growth sections of the report, tightens the appendix, and includes some updates to the profiles of core Tiburon clients such as Bank of America Corporation, Citigroup, City National Bank, and State Street Corporation.
An Initial Overview of the Independent Reps & Independent Broker/Dealers Markets
Please click the image above to view the table of contents for Tiburon's newly updated Independent Reps Research Report |
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Tiburon’s first draft of this report was written in 2005; that version focused primary on developing an organized structure for reviewing the independent rep & broker/dealer market, and establishing profiles of the hundreds of complex industry participants, many of which are owned by insurance companies.
Tiburon’s second draft of this report was written earlier in 2008; that version focused on refining the market history chapter, incorporating some recent Tiburon research on independent broker/dealers’ technology offerings, and building complete frameworks for all broker/dealers’ profiles.
This is Tiburon’s third draft of this report. This version brings this report into alignment with other Tiburon research reports, fleshs out its market history chapter, begin to reconcile the list of independent broker/dealers, and enhances the profiles of some core Tiburon clients, including LPL Financial Services and Commonwealth Financial Network.
Tiburon Research Reports
Tiburon Strategic Advisors has created a 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, & 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-based financial advisors industry. Reports in the financial advisors series are more tactical, including topics such as Benchmarking & Best Practices of Fee-Based Financial Advisors, and Trends in Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors.iburon 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 market histories, recent developments, leading firm rankings, and future predictions. Tiburon 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.
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 Access Program
At the suggestion of numerous Tiburon clients, Tiburon created a 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 dozens of Tiburon clients to consolidate their research needs & budgets.
Tiburon's research report series is currently made up of 47 reports (with the potential of another 56 coming soon as the firm aims to develop a family of 103 core research reports). We encourage you to utilize the Tiburon research library web page as your personal industry knowledge library.
By way of context, Tiburon’s research report writing strategy is to ultimately write and continuously refine a family of 100 or more research reports covering every substantial financial services industry market segment so that the reports can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon clients. Presently, the firm is on a cycle to release new reports every sixty days, so stay tuned for more. Hopefully, a comprehensive library will be built within a year or two.
To subscribe to Tiburon Research Report Access Program, please contact Sarah Sage at: SSage@TiburonAdvisors.Com or 415-789-2540.
Existing Tiburon Research Reports
Tiburon has published forty-seven 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
Tiburon Benchmarking Reports
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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
Direct Distribution Channels Reports
Financial Advisor
International Markets Reports
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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 & 2009, 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 1,100 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 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 managed to between 100 and 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-seven ~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 access program, whereby dozens of clients receive all Tiburon reports published within a year for $25,000; clients can subscribe to Tiburon's 2009 Research Report Access Program 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-based 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 project.
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