Tiburon March 2009 Research Report Releases
Tiburon is pleased to share its March research report releases, which include ten new, updated, and/or revised research reports, bringing Tiburon’s research report library to 49 increasingly comprehensive reports across an increasingly wide set of product & market areas. If you only have time for a couple, you might want to review the Current Events and Markets & Distribution Channels reports. Given the recent market conditions as well as the Madoff and Stanford scandals, the Current Events report becomes a useful summary. And the markets & distribution channels, while a first draft, helps organize all distribution opportunities across broadly defined channels. In any case, enjoy all of the new reports!
Current Events: Making Sense of the Impacts of Today's Market Events The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment. This is the second draft of Tiburon’s research on this topic. |
Competition & Advice: Predicting the Winning Markets & Distribution Channels The purpose of this report is to provide readers with an initial understanding of the vast array of markets & distribution channels through which financial services products are delivered, including the self-serve, financial advisor, institutional, & international channels. As flows across these channels have grown the quickest in the various financial advisor channels, this report emphasizes the highlights and developments in retail banks, full-service brokerage firms, independent reps, fee-based financial advisors, other financial advisors (such as insurance agents, CPA firms, & estate attorneys), and several upscale channels (such as private banks, investment banks, and family offices). This is the second draft of Tiburon’s research on this topic. |
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Other Tiburon March 2009 Research Report Releases Include: |
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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, Tiburon is on a cycle to release new reports every sixty days and will release more reports on (or near) May 1, so stay tuned! Tiburon aims to have its initially designed comprehensive library built within about twelve-to-eighteen months, at which time the firm will continuously refine those reports and expand into new areas as suggested by Tiburon research report access program subscribers. Tiburon is slowly evolving the name of this program from Tiburon's Research Report Retainer to Tiburon's Research Report Access Program. While subtle, the key point is that the firm is trying to encourage clients to see Tiburon's research report library as a go-to library for research on nearly any financial services industry topic. 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 49 reports (with the potential of up to 75+ Tiburon reports coming by the end of 2009 as the firm aims to develop a family of over 100 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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