Tiburon Research Release
The Future of Advice:
Defining the Winning Product, Channel, & Tactical Strategies

		Click here or on the image above to see the table of contents for this research report

The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of firm valuations, current events, and consumer wealth & institutional markets. The report then outlines five keys for product delivery in the future - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services, and predicts the winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities, and a synopsis of key strategic advisors. This is the second draft of Tiburon’s research on this topic.

Tiburon’s first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report by pulling a select number of slides from each underlying Tiburon research report.

This is Tiburon’s second draft of this report; this draft shifts the report in format to instead incorporate the executive summaries of the six underlying Tiburon research reports, includes the updated executive summaries of three of those reports (Products & Services; Strategic Conclusions; & Strategic Advisors), incorporates an overall set of industry conclusions, and incorporates an appendix of fifteen leading financial services firms.