Tiburon November Research Report Releases
Tiburon is pleased to announce its November research report releases, which include eleven new, updated, and/or revised research reports, bringing Tiburon’s research report library to 47 increasingly comprehensive reports across an increasingly wide set of product & market areas. Three of the best reports are those that address current events, the rapidly growing separately managed accounts market, and estate planning & charitable giving. The financial advisor technology report also offers good frameworks and an interesting discussion on outsourcing. Tiburon also took steps to refine several other Tiburon reports, including its reports on Online Tools & Advice, Online Brokerage, Online Banking & Mortgages, Online Insurance, Upscale Channels, Financial Advisor Business Plans & Networking, & Financial Advisor Profiles; all of these reports provide various levels of detail and all will be pushed towards comprehensiveness next year. To learn more, click here.
Below are summaries of the three most comprehensive reports in this cycle:
Current Events: The purpose of this report is to provide readers with an initial overview of current events and their impact on the financial services industry and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, the recent presidential & congressional elections, and the regulatory environment. This is Tiburon's first draft of this report. Because of the timing, this draft includes substantial details about the credit crisis and 2008 presidential & congressional elections. |
Separately Managed Accounts & 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, & 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, & predictions for the future. This is Tiburon’s fifth draft of this report; at this point, it is fairly well developed. |
An Initial Overview of Estate Planning & Charitable Giving Through The purpose of this report is to provide readers with an initial overview of the growing consumer demand for estate planning & charitable giving services, often delivered utilizing life insurance & trust accounts. This report addresses the aging baby boomer population and their increased focus on both broader wealth management services and specifically estate planning & charitable giving issues. This is Tiburon’s second draft of this report. |
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Other Tiburon November Research Report Releases Include: |
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Coming in January For January, Tiburon is working hard on a few initiatives:
An Overview of Tiburon Research Tiburon’s 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, we are on a cycle to release new reports every sixty days and will release more reports on (or near) January 1, so stay tuned! Tiburon aims to have its initially designed comprehensive library built within about twelve-to-eighteen months, at which time we will continuously refine those reports and expand into new areas as suggested by research report access program subscribers. To learn more about Tiburon Research Reports, click here. 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 the Tiburon Research Report Access Program or to renew your firm's current subscription for 2009, please contact Sarah Sage at: SSage@TiburonAdvisors.Com or 415-789-2540, or click here. |
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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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Market & Distribution Channel Reports
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Financial Advisor Issue Reports
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Strategic Conclusions 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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Additional 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. Tiburon CEO Summit XVI is scheduled for April 15-16, 2009 at the Ritz Carlton Hotel, Battery Park in New York, NY, followed by Tiburon CEO Summit XVII on 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, & 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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