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.

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