Products & Services:
Higher Cash Holdings, Increasing Investable Asset Options, Deleveraging, & Growing Insurance Demand

Recently Released!!!
Date Published: September 22, 2016
Summary PPT Deck: 54 Slides
Reference PPT Deck: 286 Slides


The purpose of this research is to provide readers with an initial understanding of the vast array of financial products & services, including cash investment products, investable asset products, lending products, insurance products, & wealth management services. This research offers cross-product comparisons and serves to summarize Tiburon's views on dozens of financial products & services, including cash investments & bank savings products, individual securities, registered investment companies, ETFs & indexing, commingled trust funds, separately managed accounts, alternative investments, payments, mortgages, health care insurance, long-term care, annuities, life insurance, & wealth management services.

This research begins by reviewing the history of financial products & services, including these phases: 

  • Individual Securities Phase
  • Mutual Funds Emergence Phase
  • Mutual Funds Expansion Phase
  • Exchange Traded Funds Emergence Phase
  • ObamaCare Phase

    This research includes details on five segments of financial products & services, including:

    • Cash Investment Products
    • Investable Asset Products
    • Lending Products
    • Insurance Products
    • Wealth Management Services

This research concludes with these predictions: 

  • Low Interest Rates & Cash Investments Conflict
  • Redefinition of Fee-Accounts (Unified Managed Accounts) as Core Investment Accounts
  • Accelerating Product Shifts: Low Cost Mutual Funds and Indexing & Exchange Traded Funds
  • Consumers Increasing Fiscal Responsibility & Deleveraging
  • Need for Guaranteed Return Products
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