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The purpose of this report is to provide readers with an initial understanding of the vast array of financial products & services, including investable asset products, lending products, insurance products, & wealth management services. This report offers cross-product comparisons and serves to summarize Tiburon’s views on dozens of financial products & services markets, including cash investments & bank savings products, individual securities & capital markets, mutual funds, separately managed accounts & other fee-account programs, ETFs & indexing, alternative investments, wealth management services, & family office services. 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 includes a revised introduction, a revised synopsis, and an overall conclusions chapter to put the report’s predictions in perspective. This draft also shifts the report in format to instead incorporate the executive summaries of all underlying Tiburon research reports, including new Tiburon research reports on mutual funds, ETFs & Indexing, wine investments, insurance products, 529 plans, estate planning & charitable giving, impact investing, & reverse mortgages.

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