Client Access
Tiburon Services
Contact Tiburon
Attendee Access
Tiburon CEO Summits
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Tiburon Research Release August 27, 2010
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Tiburon CEO Summit Release
Tiburon CEO Guest Speakers
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The next Tiburon CEO Summit will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. There are over twenty planned sessions. Along with Tiburon's Managing Principal Chip Roame, guest speakers will include Judy Barber (CEO, Family Money Consultants), Dale Brown (CEO, Financial Services Institute), Ron Carson (CEO, Carson Wealth Management), Harold Evensky (President, Evensky & Katz), Jeff Maggioncalda (CEO, Financial Engines), Meir Statman (Professor, Santa Clara University), & Mark Yusko (Founder, CEO, & CIO, Morgan Creek Capital Management)... Click here to see a comprehensive announcement of upcoming speakers.
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Tiburon CEO Summits News
Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. Tiburon's CEO Summits provide one of the few forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.
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Upcoming
CEO Summit XIX
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Prior
CEO Summits
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Attendees of past Tiburon CEO Summits (I-XVIII) may email Sarah Sage or call 415-789-2540 to inquire about access to past CEO Summit presentations, joining the upcoming Tiburon CEO Summit XIX attendee group, or learning about initiatives for upcoming CEO Summits.
If you have not attended a past Tiburon CEO Summit and would like to know if your firm is a Tiburon client and whether you are eligible to attend, please click here. If your firm is not already a Tiburon client and you would like to earn your senior executives invitations to the upcoming Tiburon CEO Summit XIX, please click here.
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Tiburon Research Release
Consumer Wealth & the Retirement Income Challenge:
The Impact of the Credit Crisis & the Decline in Home Equity
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Click here or on the image above to see the table of contents for this research report
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The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and the impacts of the recent declines in both the stock market and home equity. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers’ perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, & the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth 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 and was combined with Tiburon’s financial advisor sales & marketing research report. It outlined the number of consumers, their wealth, potential target markets, and sales & marketing strategies.
Tiburon’s second draft of this report was published in 2007; that draft was unbundled from Tiburon’s equally good financial advisor sales & marketing research report. That version also updated all of the consumer wealth data using the first quarter 2007 Federal Reserve Flow of Funds report and outlined Tiburon’s refined views on the perceived savings crisis and the pending liquidation.
Tiburon’s third draft of this report was published in 2008; that draft updated all of the consumer wealth data using the fourth quarter 2007 Federal Reserve Flow of Funds report, tightened the storyline, incorporated substantially more specific analyses, and fleshed out the specific challenge posed by the decline in the stock market and Baby Boomers’ home equity.
This is Tiburon’s fourth draft of this report; this draft refines the report’s table of contents, includes a revised introduction & a revised synopsis, updates all of the consumer wealth data using the fourth quarter 2008 Federal Reserve Flow of Funds report, and refines some predictions.
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Client Access
Tiburon 2010 Research Report Access Program subscribers may click on any of the icons below to access any part of this research report.
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Public Access
Please click on the Table of Contents icon below to see more detail of this research report.
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Media Access
Members of the media who would like further access to the components of this research report may click on the icon below or send an email to Sarah Sage.
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Research Report Excel Data Sheet
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Research Manager Pod Cast
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Tiburon Research Report News
Tiburon releases one new research report each week. Click on the links below to read summaries of recently released Tiburon research reports... More
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