The Wirehouses & Other Full-Service Brokerage Firms:
An Industry Under Threat?
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    Recently Released!!!
    Date Published: April 2011
    744 Pages

    The purpose of this report is to provide readers with an initial understanding of the wirehouses, regional broker/dealers, & investment banks, a market that has been both rapidly evolving and consolidating. Tiburon has a separate research report that addresses the investment banking business (corporate finance; mergers & acquisitions advice; institutional sales & trading). This report specifically focused on the private client businesses of these firms firms. This is the second draft of Tiburon's research on this topic.

    Tiburon’s first draft of this report was published in 2007; that draft consolidated prior Tiburon research into one report.

    This is Tiburon’s second draft of this report; this draft estimates the market size across numerous measures & refines the report’s future predictions. This draft also includes new or refined profiles of a wide variety of firms, including all four wirehouses (Merrill Lynch, Morgan Stanley Smith Barney, UBS, & Wells Fargo Advisors), as well as a wide variety of other firms, including Exos Partners, Goldman Sachs Group, & High Tower Advisors, and some key industry service providers, including Bloomberg and the Securities Industry Financial Markets Association (SIFMA).

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

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