Financial Advisor Technology: Implementing Leading Edge Technology & Outsourcing Strategies for Captive & Independent Financial Advisors
The purpose of this report is to provide readers with an initial understanding of financial advisor technology & outsourcing strategies, while also aiming to establish a broader framework for analyzing back office technologies throughout the financial services industry, including addressing the four phases of technology evolution in the investment advice market, providing a category-by-category description of current technologies and their related issues, & offering predictions for future impacts of technology in the financial services industry. This is Tiburon’s second draft of this report. More...

Tiburon also took steps to improve two other financial advisor research reports:

Financial Advisor Profiles: Learning Best Practices by Profiling Leading Firms
The purpose of this report is to provide readers with an initial understanding of the profiles & best practices of leading financial advisory firms across a wide variety of traditionally defined channels. More...

Financial Advisor Business Plans & Industry Networking
The purpose of this report is to provide readers with an initial understanding of business plans & industry networking opportunities, including written business documents, publications, trade groups, conferences, designations, & coaches. More...

Recent Releases!!! - Tiburon CEO Summit & November Reports

Tiburon CEO Summit XVI - Public Announcement
Tiburon Strategic Advisors announced its upcoming CEO Summit XVI to be held April 15-16, 2009 in New York, NY at the Ritz Carlton Hotel. To learn more about the great speakers, sponsors, & attendees who have already committed, click here!

November Research Reports
Research reports published in November include eleven new, updated, and/or revised research reports, bringing Tiburon’s research report library to 47 increasingly comprehensive reports across an increasingly wide set of product & market areas. More...

Timely Tiburon Services

Venture Consulting

Tiburon's venture consulting expertise is an outgrowth of its consulting experience and executive industry contacts, helping start-up firms target the right markets, develop the right products, and utilize the right pricing strategies. At the same time, many of Tiburon's contacts are strategic investors and appreciate being introduced to investment opportunities. More...

Mergers & Acquisitions Advice

Tiburon's capabilities in mergers & acquisitions advice are an outgrowth of its industry knowledge and consulting experience helping to develop merger & acquisition strategies and conduct buyer and/or seller research, profiling likely candidates. More...

Retainers, Board Roles, & Executive Counseling

Many Tiburon clients have sought Tiburon to play ongoing roles in their businesses. Tiburon has agreed to a wide variety of retainers, board roles, & executive counseling roles. The members of Tiburon's CEOs-in-Residence program also play a key role here. More...

For more information regarding Tiburon, please see the sections titled About Tiburon, Tiburon People, Tiburon Toolkit, and Tiburon in the Press.