The Future of Advice:
Defining the Winning Products, Channels, & Tactical Strategies
Best Selling Research Reports
    Recently Released!!! Best Seller!!!
    Date Published: June 2010
    1,256 Pages

    The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of firm valuations, current events, and consumer wealth & institutional markets. The report then outlines five keys for product delivery in the future - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services, and predicts the winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities, and a synopsis of key strategic advisors. This is the second draft of Tiburon’s research on this topic.

    Tiburon’s first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report by pulling a select number of slides from each underlying Tiburon research report.

    This is Tiburon’s second draft of this report; this draft shifts the report in format to instead incorporate the executive summaries of the six underlying Tiburon research reports, includes the updated executive summaries of three of those reports (Products & Services; Strategic Conclusions; & Strategic Advisors), incorporates an overall set of industry conclusions, and incorporates an appendix of fifteen leading financial services firms.

    Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez.
    Client Access

    Tiburon 2010 Research Report Access Program subscribers may click on any of the icons below to access any part of this research report.
    Public Access

    Please click on the Table of Contents icon below to see more detail of this research report.
    Media Access

    Members of the media who would like further access to the components of this research report may click on the icon below or send an email to Sarah Sage.
    Research Report
    Excel Data Sheet
    Research Manager
    Pod Cast
    Research Report Orders
    All Tiburon Research Reports cost $5,000, delivered electronically, and can be shared internally at your company.

    Clients can order Research Reports online and select bill me upon delivery. Research Report invoices follow receipt of report and are payable in 30 days. The online order form will soon accept credit card payments.

    If you are having difficulties ordering the report online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.