Tiburon Research Release April 10, 2009

Tiburon Research Report Release
State of the Investment &

Wealth Management Products & Services Business
Mutual funds redemption rates have decreased 25%, after spiking in 2002

Blue Cross & Blue Shield is leading the insurance industry in terms of number of people insured, with 92 million customers

There are 77 million baby boomers; they now account for a third of the total US population

Tiburon is pleased to announce the release of its newest report on Products & Services. The purpose of this report is to provide readers with an initial understanding of the vast array of investment & wealth management products & services. This report serves to summarize Tiburon’s views on various 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, and family office services. This is the second draft of Tiburon’s research on this topic... More


Recent Tiburon Research Report Releases

Tiburon releases new research reports almost weekly. Click on the links below to read summaries of recently released Tiburon research reports... More


Tiburon CEO Summits News

Tiburon CEO Summit XVI will be held on April 15-16, 2009 in New York. Click on the links below to learn more about this unique forum for debate & networking among financial services CEOs... More