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Best Selling Research Reports
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Best Seller!!!
Date Published: May 2005
174 Pages
The
purpose of this report is to provide readers with an initial
understanding of the specific business practices of fee-based financial
advisors (RIAs), the fastest growing financial services market or
distribution channel. Information on this market has been scarce and
vendors continue to struggle with how to offer value-added services.
What products & services do fee-based financial advisors use? What
custodians and technology do they use? How do they market to their
clients? What are their profit margins? This research provides an
in-depth look at how fee-based financial advisors manage their
businesses and identifies key opportunities for vendors seeking to
serve this market. A parallel report published by Tiburon addresses
this market in a top-down way, outlining the size of the fee-based
financial advisors market. This report goes a step further and
specifically utilizes detailed survey data from Tiburon’s 35-question
fee-based financial advisor benchmarking tool at
www.FABestPractices.Com (soon to change) to identify the product usage,
business models, & best practices of leading fee-based financial
advisors. This is the second draft of Tiburon’s research on this topic.
Tiburon’s
first draft of this report was published in 2003; that draft was
Tiburon’s first attempt at analyzing the data from its fee-based
financial advisor benchmarking tool.
This
is Tiburon’s second draft of this report; this draft aligns the
report’s structure with that of other Tiburon research reports and
includes a new introduction and a new synopsis. It is based on data
from 298 fee-based financial advisors.
Written by Tiburon Managing Principal Chip Roame, Senior Research Manager Pablo Perez, & Research Associate Madhu Subramanian.
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