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Tiburon is pleased to announce its September research report releases, which include quite a variety of reports. Three of the best reports are those that address consumer wealth & the recent decline in home equity, the rapidly growing separately managed accounts market, and the quickly consolidating independent rep market. Tiburon also took some steps to refine more than a dozen other Tiburon reports, including its reports on institutional markets, mutual funds, ETFs & indexing, venture capital & private equity, insurance products, retail banks, fee-based financial advisors, insurance agents, upscale channels, English speaking countries markets, Europe, Middle East, & Africa, technology, and financial advisor profiles. And Tiburon also pushed further into the self-serve market with its first drafts of reports on online brokerage, online banking & mortgages, online insurance, & online tools & advice; all of these reports provide various levels of detail and all will be pushed towards comprehensiveness next year.
Below are summaries of the three most comprehensive reports in this cycle:
Consumer Wealth, Liquidation, & the Retirement Income Challenge: The Impact of the Decline in Home Equity
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, and baby boomers’ likely pending liquefaction. 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 Tiburon’s fourth draft of this report.
Separately Managed Accounts & Other Packaged Fee-Account Programs: Recasting a Growing Industry
The purpose of this report is to provide readers with a comprehensive overview of the packaged fee-accounts market. This report should serve as a bible for any existing or new participant in the separately managed accounts or other fee-account programs market. 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 Tiburon’s fifth draft of this report.
An Initial Overview of the Independent Reps & Independent Broker/Dealers Market
The purpose of this report is to provide readers with an initial overview of the independent reps & independent broker/dealers markets, which is a booming market of over 90,000 series seven registered reps who own their own businesses and utilize independent broker/dealers such as LPL Financial Services, Raymond James, Royal Alliance, FNIC, Securities America, and Commonwealth Financial Network. This is Tiburon’s third draft of this report.
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Other Tiburon September Research Report Releases Include: |
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Coming in November
For November, Tiburon is working hard on a few initiatives:
- To publish a substantially updated current events report to address the credit crisis and the presidential election
- To substantially refine our fee-based financial advisor report
- To further the profiles of some core Tiburon clients which are included in reports
- To publish six to eight more initial drafts of reports
An Overview of Tiburon Research
Tiburon Strategic Advisors' research report writing strategy is to build a family of 100+ research reports covering every substantial financial services industry market segment so that the reports can then serve as a comprehensive library of financial services industry data, analysis, & opinions for Tiburon clients. Presently, Tiburon is on a cycle to release new reports every sixty days and will release more reports in November, so stay tuned. Tiburon hopes to have its initially designed comprehensive library built within about twelve months, at which time the firm will continuously refine those reports and expand into new areas as suggested by retainer subscribers.
Tiburon 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.
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.
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.
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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Market & Distribution Channel Reports
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Financial Advisor Issue Reports
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Strategic Conclusions Reports |
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Key Driving Factors Reports
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Product & Service 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 Channels Reports
International Markets Reports
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Summary Report
Building a Business Issues Reports
Tiburon Benchmarking 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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