Tiburon CEO Summit XXXIV Keynote Presentation:
Top Twelve Wealth Management Industry Trends & Wealth Management Industry Strategic Activity

Recently Released!!!
Date Published: April 11, 2018
Summary PPT Deck: 50 Slides
Reference PPT Deck: 177 Slides


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

    This research highlights the top twelve wealth mangement industry trends, including:

  • Baby Boomers Retirement Crisis
  • Fiduciary Standard and the Fiduciary World
  • Indexing, Exchange Traded Funds (ETFs), & Cost Conscious Investing
  • Alternative Investments
  • Socially Responsible Investing
  • Return of Financial Planning Focused on Retirement Income, Health Care, Long-Term Care, & Longevity Product Needs
  • Episodic & Robo Advisor Trends
  • Millenials & The Amazon Effect
  • Decliining Number of Financial Advisors (RIAs & Robo Advisors)
  • Nationwide RIA's
  • Disappearance (or not) of Small Independent Advisors
  • Specific Financial Services Industry Targets

    This research then addresses three key areas of industry strategic activity:

    • Venture Capital & Minority Growth Equity
    • Private Equity
    • Mergers & Acquisitions
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