January 8, 2016

Upcoming Research Call:

FA Succession Planning & Acquisitions

The next Tiburon research call with Managing Partner Chip Roame will be January 14, 2016 at 10:00am PT. Tiburon clients are cordially invited to join Chip as he reviews Tiburon research on FA Succession Planning & Acquisitions. If you are a Tiburon client and would like to listen, please email Sarah Sage (SSage@TiburonAdvisors.Com) to RSVP.

If you are not yet a client and would like to obtain access to Tiburon research calls, please contact us.

Click Here to RSVP for
FA Succession Planning & Acquisitions

Financial Advisor Mergers & Acquisitions:

Cumulative Transactions & Transaction Values

Tiburon Strategic Advisors has further refined its research on Financial Advisor Mergers & Acquisitions. The purpose of this research is to provide readers with details regarding financial advisor mergers & acquistions. While this topic has become quite popular throughout the independent investment advisor industry, little reliable and consistent market data exists because many transactions take place between related parties and/or acquirers do not disclose the terms of their transactions. That said, similar trends have played out across other financial advisor markets with more public data, including amongst insurance agents & third-party administrators, CPA & law firms, and even real estate agents & mortgage brokers. As a result, Tiburon’s primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a financial advisory firm, this research should be a useful reference. This research compliments Tiburon's financial advisor succession planning and financial advisor sale process research. Tiburon's financial advisor succession planning research provides a five year plan for succession. Tiburon's financial advisor sale process research provides a step-by-step plan for selling an advisory firm. These three topics together support Tiburon's financial advisor succession planning & acquisitions research. Other Tiburon research topics address retail bank, insurance company, brokerage firm, & investment management firm mergers & acquistions.

Tiburon CEO Summit XXX:
Public Announcement

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXX to be held April 5-6, 2016, at the Ritz Carlton Hotel, New York, NY (Battery Park). Tiburon 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 CEO Summit XXX will officially start at 7:45am on Tuesday, April 5, 2016, include a group dinner that night, and finish at 1:00pm on Wednesday, April 6, 2016. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions.

Tiburon CEO Summits likely provide one of the only true 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. If you are an executive-level Tiburon client and would like to participate in Tiburon CEO Summit XXX, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.

Tiburon News:

Tiburon Media Coverage

Tiburon is quoted quite extensively in industry publications. Click on the link below to find a list and brief synopsis of select articles. The short summaries contained on the Tiburon media coverage web page are intended to help prospective Tiburon clients, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. Prospective Tiburon clients, conference planners, and media representatives can contact Tiburon's office administrator Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540. Recent coverage titles include:

  • With IBDs Business Model Threatened, Who Wants to Buy One?
  • Expert Predicts Big Shakeout Among Robo Advisors
  • Who Will Be the Biggest Robo Advisors?
  • The Future of Online Advice is Retirement, Not Robos
  • Highlights from the Exclusive Tiburon CEO Summit
  • Bringing Sexy Back: Our Industry Needs a Makeover

Edelman Financial Services:
A Leading Fee-Based Financial Advisory Firm with a Growing National Presence

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Edelman Financial Services. Edelman Financial Services was founded by Ric & Jean Edelman in 1987 and is based in Fairfax, VA. The firm has 458 employees, 26,866 clients, 29,000 accounts, $14.9 billion assets under management & administration, and is led by its CEO Ric Edelman, President Ed Moore, & Chief Operating Officer Rene Chaze. Edelman Financial Services comprehensive Power Point deck below includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, clients, average client assets under management & administration, accounts, average account size, assets under management & administration, assets under management & administration per employee, & assets under management & administration per financial advisor. Its profile includes detailed outlines of its businesses and concludes with the highlights of its organizational structure & ownership.

Missed Last Week's Release?

  • Financial Advisor Sale Process
  • Upcoming Research Call: FA Succession Planning & Acquisitions
  • Tiburon CEO Summit XXX: Over 150 Attendees Already Confirmed
  • Tiburon News: Conference Speeches
  • Ipreo

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