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Best Selling Research Reports
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Recently Released!!!
Date Published: October 2010
1,136 Pages
The purpose of this report is to provide readers with an initial understanding of the vast array of markets & distribution channels through which financial services products are delivered, including the self-serve, financial advisor, institutional, & international channels. As flows across these channels have grown the quickest in the various financial advisor channels, this report emphasizes the highlights and developments in retail banks, full-service brokerage firms, independent reps, fee-based financial advisors, other financial advisors (such as insurance agents, CPA firms, & estate attorneys), and several upscale channels (such as private banks, investment banks, & family offices). 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. Several of the underlying market & distribution channel reports (including online brokerage firms, online banks & mortgage companies, online insurance companies, retail banks, full-service brokerage firms, independent reps, fee-based financial advisors, insurance agents, & CPA firms) had previously been published. That version of the report was intended to summarize those reports, incorporate the future of advice synopsis, and offer some predictions across the markets & distribution channels.
This is Tiburon’s second draft of this report; this draft brings this report into alignment with the revised drafts of many of its underlying reports. This draft also shifts the report in format to instead incorporate the executive summaries of all underlying Tiburon research reports.
Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez.
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