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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. All of these research reports are available to all employees within a client company (which includes all parent companies and subsidiaries). This service has helped dozens of Tiburon clients to consolidate their research needs & budgets.
Tiburon's research report series is currently made up of 48 reports (with the potential of another 62 coming soon as the firm aims to develop a family of 110 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.
To subscribe to the Tiburon 2009 Research Report Access Program, please contact Sarah Sage at: SSage@TiburonAdvisors.Com or 415-789-2540.
Tiburon Research Report Topics
Tiburon's research report series is currently made up of 48 Tiburon reports; the most recently published reports are summarized below:
In an effort to introduce industry executives to Tiburon's research reports, a free copy of the 245 page 2009 version of Tiburon's Future of Advice report is provided at this link...
Tiburon Research Report Recent Focus
In the January 2009 cycle, Tiburon took steps to get out a report discussing the challenges in the current venture capital & private equity market, to substantially refine its fee-based financial advisors and independent reps reports, to further the profiles of some core Tiburon clients which are included in reports, and to publish six-to-eight initial drafts of new reports.
Tiburon's January 2009 research report releases include quite a variety of reports:
- Future of Advice
- Key Driving Factors
- Venture Capital & Private Equity
- Insurance Products
- Retail Banks
- Independent Reps & Independent Broker/Dealers
- Fee-Based Financial Advisors
- Financial Advisor Staffing & Compensation
- Financial Advisor Business Plans & Networking
- Financial Advisor Benchmarking & Best Practices
In the November 2008 cycle, Tiburon achieved a few initiatives, including to publish a substantially updated current events report to address the credit crisis and the presidential election, to substantially refine its fee-accounts report, to further the profiles of some core Tiburon clients which are included in reports, and to publish six to eight more initial drafts of reports.
Tiburon’s November research report releases include quite a variety of reports:
- Current Events
- Fee-Accounts
- Estate Planning & Charitable Giving
- Online Tools & Advice
- Online Brokerage
- Online Banking & Mortgages
- Online Insurance
- Upscale Channels
- Financial Advisor Technology
- Financial Advisor Business Plans & Networking
- Financial Advisor Profiles