Tiburon CEO Summit XXXIII Day #1 Keynote Presentation:
The Top Ten Wealth Management Industry Trends & Five Potential Disruptors

Recently Released!!!
Date Published: October 10, 2017
Summary PPT Deck: 94 Slides
Reference PPT Deck: 226 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 XXXIII, 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 top ten wealth management industry trends, including:

    1. Consumer Households & the Importance of Baby Boomers, the Baby Boomer Retirement Crisis, Consumer Wealth, Delayed Retirements, & the Expected Liquidation
    2. Evolving Consumer Investment Approaches: Risk Management & Retirement Income Strategies
    3. Indexing & Exchange Traded Funds (ETFs): Market Returns & Cost Conscious Investing Here to Stay
    4. Socially Responsible Investing & Impact Investing: A Fundamental Change in Philosophy for Women & Millennials?
    5. Discount & Online Brokerage Firms: The Robo & Episodic Advice Trends
    6. Declining Number of Financial Advisors: RIAs & Headsets?
    7. Break-Away Brokers: A Slow & Steady Flow or About to Ramp Up?
    8. Nationwide RIAs: Nationwide Organic & Acquisitive RIA Firms Coming Soon!
    9. Financial Advisor Technology & Outsourcing: Continuing to Support Independence
    10. Financial Advisor Force Aging: Succession Planning Happening? Huge Consolidation Trend Coming?

This research then addresses five potential disruptors, including:

    1. Interest Rates, the Stock Market, Industry Profitability, & Industry Trends
    2. The Department of Labor (DoL), the Securities & Exchange Commission (SEC), and the Fiduciary Standard
    3. Tax Reform: Growth Engine or Deficit Creator?
    4. 2018 & 2020 Elections: More of the Same or a Reversal?
    5. Artifical Intelligence & the FANG Companies: Facebook, Amazon, & Google

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

  1. Industry Trends
  2. Industry Structure
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


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