Media Coverage - 2014-2015

Tiburon executives have been quoted quite extensively throughout the industry and general media. Below is a list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating). These short summaries are intended to help prospective Tiburon clients, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. The extensive list of Tiburon quotes has required the use of multiple web site pages. Please click on the links below to view older article summaries.

2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, 2002-2003, 2000-2001, & 1998-1999

Date Publication Article Title & Description
December 16, 2015 ThinkAdvisor

With IBDs Business Model Threatened, Who Wants to Buy One?
With talk of the possible sale of the AIG Advisor Group and Cetera, insiders share their views on the state of the indie brokerage business. Article quotes Tiburon saying that independent broker/dealer model faces challenges.

November 30, 2015 InsuranceNewsNet

Expert Predicts Big Shakeout Among Robo Advisors
The online advice market is projected to triple in the next five years, and dozens of robo advisors will be affected as a shakeout erupts in the marketplace. Article highlights Tiburon research on online advice firms.

November 19, 2015 Financial Advisor

Who Will be the Biggest Robo Advisors?
Who will be the largest players in robo advice? It is not who you are thinking -- venture capital funded firms like Betterment and Wealthfront, says Chip Roame, managing partner and founder of consulting and research firm Tiburon Strategic Advisors. Article highlights Tiburon presentation for the American Bankers Association.

November 19, 2015 Wealth Management

The Future of Online Advice is Retirement, Not Robos
Despite how much time and energy is spent writing, talking, and thinking about the rise of online financial advice, it is still a fairly misunderstood topic. Article highlights Tiburon research call on online advice.

November 12, 2015 Financial Planning

Highlights from the Exclusive Tiburon CEO Summit
The semi-annual conference put on by Chip Roame and his consultancy Tiburon Strategic Advisors is famous for attracting a who's who of the industry's most prominent executives. Article highlights Tiburon CEO Summit XXIX and its managing partner's keynote presentation.

November 4, 2015 Financial Advisor

Bring Sexy Back: Our Industry News a Makeover
The Tiburon CEO Summit is a biannual gathering of industry leaders across the full spectrum of wealth management. Article references Tiburon CEO Summit XXIX and its consumer panel.

November 2015 Rep Magazine

Tiburon CEO Summit XXIX
Tiburon CEO Summit XXIX advertisement thanks more than two dozen speakers, including Tiburon Managing Partner Chip Roame and Dimensional Fund Advisors Co-CEO Eduardo Repetto.

October 6, 2015 Think Advisor

What is Next for LPL, Marcato, & Casady?
With active investor Richard McGuire snapping at its heels, the independent broker/dealer may have to up its game. Tiburon quoted saying that the activists investors sometimes buy stakes with specific ideas in mind.

September 11, 2015 Financial Planning

Cetera Quietly Dumps Head of Wealth Management
Cetera Financial Group quietly dropped the head of its wealth management division two months ago, the sixth Cetera leading executive to lose a job in ten months. Tiburon quoted saying that the broader RCS Capital has faced many changes in recent months.

September 2015 Private Wealth Magazine

Tiburon CEO Summit XXIX
Tiburon CEO Summit XXIX advertisement announces more than two dozen speakers, including Tiburon Managing Partner Chip Roame and Dimensional Fund Advisors Co-CEO Eduardo Repetto.

August 14, 2015 Markets.Co

A Director at Envestnet Inc. is Buying Shares
Today, a director at Envestnet Inc., Charles Roame, bought shares of ENV for $14,710.  Article summarizes purchase by Tiburon managing partner.

August 13, 2015 Insider Trading Report

Envestnet, Inc. Files Form 4 Insider Buying: Charles Roame buys 415 Shares
Charles Roame, a director at Envestnet Inc., purchased 415 shares on August 13. Article summarizes purchase by Tiburon managing partner.

August 13, 2015 RIA Biz

What I Learned About Our Industry's Toughness, Endurance, & Character Across Four Peaks, 28 Miles, & 7,500 Vertical Feet in Aspen
On July 31, a group of 31 hikers gathered 9,500 feet up a mountain in Aspen, CO in the pitch-black crisp night air to attempt the Four Pass loop around the Maroon Bells Mountains. Article summarizes Skip & Chip Excellent Adventure 4.0.

August 2015 Financial Advisor Magazine

Tiburon CEO Summit XXIX
Tiburon CEO Summit XXIX advertisement announces more than two dozen speakers, including Tiburon Managing Partner Chip Roame and Dimensional Fund Advisors Co-CEO Eduardo Repetto.

August 2015 Rep

Tiburon CEO Summit XXIX
Tiburon CEO Summit XXIX advertisement announces more than two dozen speakers, including Tiburon Managing Partner Chip Roame and Dimensional Fund Advisors Co-CEO Eduardo Repetto.

June 9, 2015 RIA Biz

McKinsey: Robo-Advisors Have a Cloudy Future But Virtual Advice Delivered by 24-Hour Super-Centers with Experts & Algorithms Will Win the Day
Charles Schwab & Company, Fidelity Investments, and E*Trade are the standard bearers in the march toward a brave new era of algorithmically juiced wealth management in which $66 billion revenues is up for grabs. Tiburon quoted agreeing with strong repudiation for the market broadly defined.

May 2015 Rep

Tiburon CEO Summit XXVIII
Tiburon CEO Summit XXVIII advertisement thanks its Managing Partner Chip Roame, prior Tiburon CEO Summit award winners Mark Casady & Don Phillips, and more than two dozen additional guest speakers.

May 2015 Private Wealth Magazine

Tiburon CEO Summit XXVIII
Tiburon CEO Summit XXVIII advertisement thanks its Managing Partner Chip Roame, prior Tiburon CEO Summit award winners Mark Casady & Don Phillips, and more than two dozen additional guest speakers.

May 2015 Financial Advisor Magazine

Tiburon CEO Summit XXVIII
Tiburon CEO Summit XXVIII advertisement thanks its Managing Partner Chip Roame, prior Tiburon CEO Summit award winners Mark Casady & Don Phillips, and more than two dozen additional guest speakers.

April 14, 2015 RIA Biz

Top RIA Takeways from my Trip to New York and my Stop-By at the Tiburon CEO Summit
The Ritz-Carlton hotel in the Wall Street district, a briefcase throw away form the Hudson River, is a gloomy affair. Its pedestrian exterior is exceeded in utilitarianism only by its interior. Its front door, located on a corner of the building, was, I presumed a side door. No matter. The Tiburon CEO Summit 2015 did what it has done best in other venues - namely the more ornate and regal San Francisco Ritz-Carlton - attracting top executives in the RIA business.

April 8, 2015 Financial Advisor Magazine

TD's Bradley Flabbergasted at Industry Infatuation with Robos
Tom Bradley, the former TD Ameritrade institutional chief who ash spent the last three years running the discount brokers' retail arm, declares he is flabbergasted at the industry's present obsession with robo-advisors. Article notes that Mr. Bradley had spoke that day at Tiburon CEO Summit XXVIII.

March 2015 Private Wealth Magazine

Tiburon CEO Summit XXVIII
Tiburon CEO Summit XXVIII advertisement features its Managing Partner Chip Roame, prior Tiburon CEO Summit award winners Mark Casady & Don Phillips, and more than two dozen additional guest speakers.

March 2015 Financial Advisor Magazine

Tiburon CEO Summit XXVIII
Tiburon CEO Summit XXVIII advertisement features its Managing Partner Chip Roame, prior Tiburon CEO Summit award winners Mark Casady & Don Phillips, and more than two dozen additional guest speakers.

March 2015 Rep

Tiburon CEO Summit XXVIII
Tiburon CEO Summit XXVIII advertisement features its Managing Partner Chip Roame, prior Tiburon CEO Summit award winners Mark Casady & Don Phillips, and more than two dozen additional guest speakers.

February 25, 2015 Financial Planning

What Fidelity Reorg Means for RIAs
Are RIAs losing an advocate at Fidelity - or gaining a technology champion? Article quotes Tiburon saying that results of reorganization at Fidelity Investments should be watched carefully.

February 3, 2015 Financial Planning

Hands-On Approach for Ex-Tiburon Principal's New Firm
Ex-Tiburon principal Matt Lynch, in his new boutique consulting firm, wants to focus on change management, working directly alongside clients through their most difficult and risky transitions. Article describes new business venture of former Tiburon principal.

December 10, 2014 RIA Biz

Envestnet Turns its Guns on the 401K Business
Envestnet became a $1.7 billion market capitalization public company because it saw a fiduciary gap and filled it with a straight forward solution. Article quotes Tiburon saying that recently regulatory changes opens 401K business up to same innovation.

December 2014 Rep

Fix My Business; Plug & Play?
MBW Wealth Consultants is looking to bring financial advisors into its network and provide them with tools and resources in exchange for a slice of revenues. Article quotes Tiburon saying that the firm may be too small to attract others.

December 2014 Financial Advisor Magazine

Tiburon CEO Summit XXVII
Tiburon CEO Summit XXVII advertisement thanks its managing partner, prior award winners & guest speakers Joe Mansueto (CEO, Morningstar), Bob Reynolds (CEO, Putnam Investments), & Bill Sharpe (Professor Emeritus, Stanford University), and more than two dozen additional guest speakers.

November 17, 2014 Money Management Executive

Tiburon CEO Summit XXVII
Tiburon CEO Summit XXVII advertisement thanks its managing partner, prior award winners & guest speakers Joe Mansueto (CEO, Morningstar), Bob Reynolds (CEO, Putnam Investments), & Bill Sharpe (Professor Emeritus, Stanford University), and more than two dozen additional guest speakers.

October 24, 2014 RIA Biz

Charles Goldman Rolls Up a TAMP that handles Clients with Concentrated Equity Positions and 401K Accounts
I reached Charles Goldman in a Seattle bar where he was taking refuge from the rain. Article references Charles Goldman meeting Aris Corporation of America, which he later acquired as CEO of AssetMark, while working as an associate principal at Tiburon.

September 25, 2014 RIA Biz

What Exactly Enticed Bill Dwyer Out of Retirement to Work on the Other Side
I have seen Bill Dwyer's passion in action. Article summarizes a personal story about Bill Dwyer leading the charge to pay a substantial tip to a band at a Tiburon CEO Summit.

September 3, 2014 Financial Planning

Exclusive: Scottrade Moves to Take on 'Big Four' Custodians
Can the big four custodians become the big five? Article quotes Tiburon saying that Scottrade has the opportunity to fill the market segment previously occupied by TD Ameritrade.

August 26, 2014 RIA Biz

How One $1.3 Billion RIA in Tiburon Found its Woman by Taking the Grueling Route
Tiburon, CA is a bedroom community on a giant finger of land that sticks out into the San Francisco Bay. Article references Tiburon and its managing partner in describing Brouwer & Janachowski.

September 2014 Rep

Tiburon CEO Summit XXVII
Tiburon CEO Summit XXVII advertisement features its managing partner, prior award winners & guest speakers Joe Mansueto (CEO, Morningstar), Bob Reynolds (CEO, Putnam Investments), & Bill Sharpe (Professor Emeritus, Stanford University), and more than two dozen additional guest speakers.

August 18, 2014 Money Management Executive

Tiburon CEO Summit XXVII
Tiburon CEO Summit XXVII advertisement features its managing partner, prior award winners & guest speakers Joe Mansueto (CEO, Morningstar), Bob Reynolds (CEO, Putnam Investments), & Bill Sharpe (Professor Emeritus, Stanford University), and more than two dozen additional guest speakers.

August 7, 2014 RIA Biz

The Go-for-Broke Strategy that Frank Campanale is Employing
What can the retired godfather of the Smith Barney wrap program bring to an unlikely formation of an RIA under an old brand? Article quotes Tiburon saying that pulling wirehouse brokers away in mid-career has proven difficult in the market.

August 2014 Rep

Fix My Business: Where are they Now?
Troubled advisors who opened up to our panel of experts for advice and guidance tell us how it worked out. Article repeats advice given in prior months by Tiburon.

July 18, 2014 RIA Biz

How a Band of Advisor-Execs Scaled 5,000 Sunless Feet to the Summit of Half Dome -- and the Lessons the Exploit Yields for Growing RIAs
Two friends are talking about undertaking a pretty significant one-time challenge. They agree to do so and invite others to join. Article summarizes Chip & Skip Excellent Adventure 3.0.

July 17, 2014 RIA Biz

As Boston Private & Banyan Partners Merge, the Big Three Become the Big Four
By 2008, Boston Private was looking like roadkill.  Article quotes Tiburon saying that this deal gets Boston Private closer to its goal of earning 50% of its revenues from fee-based business.

July 2014 Private Wealth Magazine

Tiburon CEO Summit XXVII
Tiburon CEO Summit XXVII advertisement features its managing partner, prior award winners & guest speakers Joe Mansueto (CEO, Morningstar), Bob Reynolds (CEO, Putnam Investments), & Bill Sharpe (Professor emeritus, Stanford University), and more than two dozen additional guest speakers.

June 16, 2014 RIA Biz

How LPL's CFO Answered the Cetera Question at Morgan Stanley Financials Conference
It is the kind of question that corporate executives make careers out of ducking: what do you make of the new rival bearing down on your rear end? Article quotes Tiburon saying that RCAP strategy resembles that of insurance companies in prior decades but that it has substantial traction.

June 2014 Financial Advisor Magazine

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI advertisement thanks speakers, sponsors, and attendees, including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

May 22, 2014 Wealth Management.Com

Make Your Move?
Retention and recruitment deals are still an active component in the big firm landscape.  Article quotes Tiburon saying that saying that about one-third of financial advisors are on some type of retention plan.

May 19, 2014 Wealth Management.Com

Moving Can Cost You
Advisors who tend to switch firms make less.  Article quotes Tiburon saying that it takes time to ramp back up after moving.

May 5, 2014 Money Management Executive

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI advertisement thanks speakers, sponsors, and attendees, including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

May 2014 Rep

Fix My Business: How to Find a Niche
Tired of taking on the world? Specialize in one area and drill deep. Article quotes Tiburon saying that defining segments and client service models is critical.

May 2014 Private Wealth Magazine

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI advertisement thanks speakers, sponsors, and attendees, including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

May 2014 Rep

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI advertisement thanks speakers, sponsors, and attendees, including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

April 21, 2014 Money Management Executive

Expert View: How Distribution Channels are Evolving
Mutual funds and ETFs now compromise 30% of equity mutual fund and ETF assets, as passive mutual funds have gathered $961 billion assets under management, up nearly 100% since 2005. Article summarizes interview with Tiburon managing partner.

April 15, 2014 Advisor Perspectives

A Conversation with DFA's David Booth
It is possible for an airplane manufacturer to manufacture excellent jets that reliably and safely reach their destination. Article summarizes interview with David Booth that it references took place at Tiburon CEO Summit XXVI.

April 11, 2014 Financial Planning

Big Trends from Tiburon: Robo Advisors, DIY, & Tech Changes
Online advisors, do-it-yourselfers, and technology are expected to top the agenda at this week's Tiburon CEO Summit in New York. Article summarizes insights from Tiburon CEO Summit XXVII keynote presentation.

April 10, 2014 RIA Biz

Charles Goldman Speaks from the CEO Summit Hotel About What He Didn't See Coming at AssetMark
Since leaving his position overseeing the clearing & custody arms of Fidelity Investments in early 2010.... Article mentions policy excluding media reps at Tiburon CEO Summit XXVII.

April 8, 2014 RIA Biz

Tiburon CEO Summit Extrudes Big News: Betterment Institutional
Steve Lockshin has never made his admiration for Betterment a big secret. Article mentions announcement of Betterment Institutional at Tiburon CEO Summit XXVII.

April 7, 2014 RIA Biz

RMB Capital CEO & Chief Investment Officer to Speak at Tiburon CEO Summit XXVI on April 8
Dick Burridge, CEO & chief investment officer of RMB Capital, an independent advisory firm with more than $3.8 billion in assets under management, has been selected as a panel member for the prestigious Tiburon CEO Summit XXVI.

April 2014 Worth

Global Calendar
Magazine's global calendar of events includes Tiburon CEO Summit XXVI.

March 26, 2014 RIA Biz

Eavesdropping on the Barron's Top Independent Advisors
I did not go to the Barron's Independent Advisors Summit last week in Phoenix out of any sense of obligation. Article mentions culture of Tiburon CEO Summits in passing, saying that egos are canceled out leading to forthright conversation.

March 25, 2014 Financial Planning

Robo Advisors Set to Snag Spotlight at Tiburon CEO Summit
The rapidly emerging online distribution channel is expected to be a hot topic at the Tiburon CEO Summit in New York. Article summarizes upcoming Tiburon CEO Summit keynote presentation content based upon Tiburon pre-release.

March 10, 2014 Financial Planning

Bright Future as Independent Channel Gains Marketshare
While the flexibility of independent advisory models is drawing advisors in, a lack of trust in large financial institutions may be pushing investors away from big Wall Street firms and into the arms of independent advisors. Tiburon quoted saying that the independent advisor channels have a bright future.

March 6, 2014 Money Management Executive

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI announcement features its Managing Partner Chip Roame, and guest speakers including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

March 3, 2014 Money Management Executive

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI announcement features its Managing Partner Chip Roame, and guest speakers including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

March 2014 Private Wealth Management

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI announcement features its Managing Partner Chip Roame, and guest speakers including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

March 2014 Financial Advisor

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI announcement features its Managing Partner Chip Roame, and guest speakers including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

February 17, 2014 Money Management Executive

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI announcement features its Managing Partner Chip Roame, and guest speakers including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

February 2014 Rep

Tiburon CEO Summit XXVI
Tiburon CEO Summit XXVI announcement features its Managing Partner Chip Roame, and guest speakers including former award winners Rob Arnott, Jack Bogle, Mark Casady, Harry Markowitz, & Don Phillips.

February 2014 Rep

Did Schorsch Overpay for Cetera?
RCS Capital Corporation's Nicholas Schorsch paid one times revenue for Cetera Financial, when IBDs typically sell for 30-40%. Article quotes Tiburon saying that RCS strategy seems similar to that of insurance companies in the 1990s.

February 2014 Rep

Fix My Business: Growing Pains
The Houston financial advisor wants to bulk up his office, offer more fee-based services, and tap high net worth clients. Article quotes Tiburon saying this is a challenging strategy.

January 24, 2014 LifeHealthPro

A Collective of Missteps Insurers Have Made
Article summarizes portion of highlights of recently released Tiburon research on financial services industry stumbles.

January 21, 2014 City Biz

PE- Backed Edelman Financial Appoints Charles Roame to Board
Article summarizes news that Tiburon managing partner was added as the first external board member to The Edelman Financial Group, which is backed by Lee Equity Partners.

January 17, 2014 Financial Advisor

Tiburon Founder Roame Elected to Edelman Board
Article summarizes news that Tiburon managing partner was added as the first external board member to The Edelman Financial Group, which is backed by Lee Equity Partners.

January 17, 2014 Financial Planning

Edelman Adds Tiburon Founder to Board
Article summarizes news that Tiburon managing partner was added as the first external board member to The Edelman Financial Group, which is backed by Lee Equity Partners.

January 16, 2014 Digital Journal

The Edelman Financial Group Elects Chip Roame to Board of Directors
Article summarizes news that Tiburon managing partner was added as the first external board member to The Edelman Financial Group, which is backed by Lee Equity Partners.

January 16, 2014 Think Advisor

Schorsch's RCAP Grabs Cetera, Aims to Catch Up to LPL
The deal, worth $1.115 billion, would give RCS Capital and its units about 8,900 financial advisors with roughly $190 billion in client assets. Article quotes Tiburon saying that RCAP has also recently acquired alternative investments firms making synergies possible.

January 16, 2014 WealthManagement.Com

Did Schorsch Overpay for Cetera?
RCS Capital Corporation's Nicholas Schorsch paid one times revenues for Cetera Financial, when IBDs typically sell for 30-40%. Article quotes Tiburon saying that there are parallels to the prior strategies of American International Group (AIG), Pacific Life, & Jackson National Life.

January 13, 2014 Wall Street Journal

Rising Valuations: Time to Sell the Firm?
According to consulting firm Tiburon Strategic Advisors, only one in four financial advisors has a succession plan. Article quotes Tiburon research on financial advisor mergers & acquisitions.

January 13, 2014 WealthManagement.Com

Digging for Talent
If the pool of available advisors with proven track records and solid books of business is evaporating, where do recruiting brokerages go for growth? Article quotes Tiburon saying that firms may let their salesforces shrink in size to focus upon top end producers.

January 10, 2014 Think Advisor

Advisors Increasingly Outsource Asset Management: Tiburon
As more advisors have moved away from broker models, TAMPs have gained steam, according to Tiburon Strategic Advisors. Article summarizes key findings of recently released Tiburon research on turnkey asset management programs (TAMPs).

January 2, 2014 Think Advisor

Advisor M&As to Make Comeback in '14: Tiburon
While deals in the RIA space slowed down in 2013, many factors are driving a turnaround in the financial advisor space this year. Article summarizes key findings of recently released Tiburon research on financial advisor mergers & acquisitions.

LINKS TO ARCHIVES FOR THE YEARS

2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, 2002-2003, 2000-2001, & 1998-1999

The extensive list of Tiburon quotes has required the use of multiple web site pages. Please click on the links above to view older article summaries.