Upscale Channels Report: An Initial Overview of the Upscale Channels: Seeking to Serve the Ultra Affluent: The purpose of this report is to provide readers with an initial understanding of the various upscale channels, including private banks, investment banks, processing banks, separate account managers, investment consultants, sports agents & business managers, and family offices. This is Tiburon’s second draft of this report... More

Past Releases:

12/05/2008 - Online Brokerage Research Report: Back to the Future: The Re-Emergence of the Online Brokerage Industry: The purpose of this report is to provide readers with an initial overview of the online brokerage industry, including discount brokerage firms' offerings, as well as those from online-only firms and direct access brokers... More

11/28/2008 - Financial Advisor Technology Report: 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...More

11/14/2008 - 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

Tiburon Research Report Access Program: At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research reports published in a calendar year (delivered online) for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets... More

If you are interested in purchasing any of Tiburon's research reports, please click here to Order a Research Report online...

Tiburon CEO Summit XVI

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. Click here to learn more about the great speakers, sponsors, & attendees who have already committed.

Tiburon CEO Summit XV - Opening Keynote Summary: Tiburon CEO Summit XV was held last October in San Francisco, CA. Over 100 senior industry executives took two days out of their busy schedules to participate. Tiburon Managing Principal Chip Roame opened CEO Summit XV by addressing the state of the financial services industry...More

Tiburon CEO Summit XV - Guest Speaker Presentation Highlights: Tiburon CEO Summit XV was held last October in San Francisco, CA. Bruce Bond (CEO, Power Shares), Bill Hambrecht (CEO, WR Hambrecht + Company & Former CEO, Hambrecht & Quist), Norm Malo (CEO, National Financial Services Corporation), Joe Mansueto (CEO, Morningstar), & Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; & Former CEO, Barra) made general session presentations...More

Tiburon Toolkit

The Tiburon Toolkit is a set of thirteen FREE web-based business benchmarking tools that Tiburon has developed for various types of financial advisors. Each tool allows some group of advisors the ability to benchmark... More...

Tools Sponsors

Tiburon's strategy is to share the cost and effort, as well as the branding and aggregate data benefits, with other firms trying to add value to advisors. If your firm is interested in becoming a sponsor of one of Tiburon's tools, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

Tiburon Executive Programs

In addition to its Managing Principal, Other Principals, & full-time Consulting Staff, Tiburon also has established three executive programs called CEOs-in-Residence, FA Roundtable, & Consulting Fellows to add additional executive-level input on its research and consulting projects for its executive-level clients... More

CEOs-in-Residence: In order to enhance the amount of industry experience Tiburon can bring to client projects even beyond that of the firm's principals, Tiburon plans to establish a CEOs-in-Residence program... More

FA Roundtable: Tiburon's Financial Advisor (FA) Roundtable is made up of practicing financial advisors who run financial advisory businesses but who also have strategic views on industry developments... More

Consulting Fellows: Tiburon's Consulting Fellows Program includes experts in the areas of sales & marketing, operations & technology, human resources & recruiting, investment consulting, mergers & acquisitions, and legal affairs... More

Tiburon Conference Speeches

Tiburon executives have given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon speakers include board meetings, executive offsites, employee meetings, national & regional trade group meetings, financial advisor annual conferences, financial advisor top producers trips, financial advisor regional forums, and financial advisor due diligence trips. Conference speeches can be scheduled by contacting Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540... More

Tiburon Services

Tiburon's core services include market seminars, market research, & strategy consulting:

Market Seminars: Due to the depth of its existing written industry knowledge (150,000 PowerPoint charts and graphs), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the brokerage and investment management marketplace without significant preparation. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets... More

Market Research: Tiburon Strategic Advisors utilizes a rigorous research-based methodology to help its clients develop leading-edge business strategies. As a result, many other clients have engaged Tiburon to complete stand-alone market research assignments. It seems quite clear that Tiburon's depth of industry knowledge makes it a top choice in executing individual research modules. Market research projects generally take one of three forms... More

Strategy Consulting: Strategy consulting is the foundation of what Tiburon delivers its clients. The firm believes that is has developed superior consulting processes specifically to help financial institutions develop leading-edge business strategies... More

Tiburon Careers

Tiburon plans to add either a chief consulting officer and/or a team of three incremental principals (the most senior role at the firm) & associate principals. The firm also intends to add several more research managers... More