Tiburon CEO Summit XXXI Day #1 Keynote Presentation:
Consumer Wealth & the Top Ten Wealth Management Industry Trends

Recently Released!!!
Date Published: October 11, 2016
Summary PPT Deck: 55 Slides
Reference PPT Deck: 170 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 set a discussion agenda for Tiburon CEO Summit XXXI, to introduce over 40 speakers, and to offer a unique method of summarizing a broad set of industry views. 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 starts with a review of consumer wealth, including the $60 trillion of financial assets and $30 trillion pending liquidation.

    This research highlights the top ten wealth management industry trends, including:

    1. Discount Brokerage Frims (Changed the Transaction Pricing & Value Proposition; Now Underappreciated Full-Service Financial Advisors)
    2. Indexing & ETFs (Changing the Investment Management Pricing & Value Proposition)
    3. Robo Advisors (Changing the Financial Advsisor Pricing & Value Proposition)
    4. Independent Advisors (Of Course But Not that Simple for Four Critical Reasons)
    5. Break-Away Brokers (Yes a Big Gain; But No Not Really a Big Loss)
    6. Hedge Funds & Liquid Alternatives (The Beginning of the End)
    7. Socially Responsible Investing & Impact Investing (Big Wild Card; Women & Millennials May Drive)
    8. Fiduciary Standard (Changes Everything; Biggest Winners May be Managed Accounts, ETFs, Robo Advisors, TAMPs, & Defined Contribution Plan Providers)
    9. Interest Rates (The Impact is Huge; May be Hiding Many Emerging Trends)
    10. 2016 Elections (A Poor Choice & it Does Matter)

And this research offers some conclusions for the future of wealth management.

Public Access

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

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.


Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Tiburon Research Orders

Subscribe

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