Tiburon CEO Summit XXXV Day #1 Keynote Presentation:
The Top Six Wealth Management Industry Trends & Wealth Management Industry Strategic Activity

Recently Released!!!
Date Published: October 9, 2018
Summary PowerPoint Deck: 80 Slides

Reference PowerPoint Deck: 288 Slides

The purpose of this research is to provide readers with a broad strategic overview of the wealth management business. The below reference PowerPoint document is the day #1 presentation made by Tiburon's managing partner at the most recent Tiburon CEO Summit. The purpose of this presentation was to to offer a unique method of summarizing a broad set of industry views, to set a discussion agenda for Tiburon CEO Summit XXXV, and to introduce over 40 speakers. Along with the more comprehensive Tiburon research document The Future of Wealth Management, this presentation offers a broad overview of the wealth management business.

This research highlights the six key wealth management industry trends, including:
  • Continuing Importance of Baby Boomers & the Baby Boomer Retirement Crisis
  • Clear Shift to Indexing, Exchange Traded Funds (ETFs), & Cost Conscious Investment Product
  • More Moderate Shift to Discount Brokerage Firms, Robo Advisors, & Cost Conscious Financial Advice
  • Managed Accounts, Streamline Product Offerings, & The Fiduciary World
  • Return of Financial Planning, with Focus on Retirement Income, Health Care, Long-Term Care, & Longevity Product Needs
  • Continuing Emergence of Nationwide Fee-Only Financial Advisors (RIAs)
And this research offers some strategic insights for the wealth management industry.


Client Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.