January 15, 2016

Are you Attending Tiburon CEO Summit XXX?

Tiburon is pleased to announce the upcoming Tiburon CEO Summit XXX to be held April 4-6, 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.

Missed this Week's FA Succession Planning & Acquisitions Research Call?

For those that had to miss this week's popular FA Succession Planning & Acquisitions call led by Tiburon Managing Partner Chip Roame, you can access the recording on our web site. Just click the following link and enter your Tiburon client log-in credentials for automatic playback of the call.

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon client and obtain access.

FA Succession Planning & Acquisitions Recording

Financial Advisor Succession Planning & Acquisitions:

Succession Planning & the Growing Acquisition Market

Tiburon Strategic Advisors has further refined its research on Financial Advisor Succession Planning & Acquisitions. The purpose of this research is to provide readers with an understanding of the issues surrounding financial advisor succession planning & acquisitions. This research serves to summarize the key findings on more detailed Tiburon financial advisor succession planning; financial advisor mergers & acquistions; and financial advisor sale process research topics. Other Tiburon research topics address the acquisition markets amongst retail banks, insurance companies, brokerage firms, and investment management firms.

Tiburon News:

Tiburon Awards

Tiburon Strategic Advisors and its Partners & Principals have won numerous awards throughout the consulting and financial services industries. Tiburon Managing Partner Chip Roame has been named one of the power 25 elite by Investment News, one of the 25 most influential individuals in the advisor business by Investment Advisor magazine, & one of the five experts with the answers by Boomer Market Advisor. Tiburon has also been named one of the fastest growing companies by the San Francisco Business Times in multiple years. For more information on Tiburon, Tiburon's office administrator Sarah Sage can be reached at SSage@TiburonAdvisors.Com or 415-789-2540.

SEI Investments:
A Leading Technology & Investment Management Firm

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on SEI Investments. SEI Investments was founded by Douglas McNair & Al West as Simulated Environments Incorporated in 1968. It is based in Oaks, PA, operates in twelve countries, has 21 offices, 2,824 employees, 7,000 institutional clients, 1.2 million accounts, $428 billion assets under management & administration, generates $1.4 billion revenues, and earns $260 million. SEI Investments is a public company traded on the NASDAQ as SEIC and led by its CEO Al West. SEI Investments' comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of countries, offices, employees, institutional clients, accounts, net new accounts, assets under management & administration, net new assets under management & administration, revenues, & net profits. 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 Mergers & Acquisitions
  • Tiburon CEO Summit XXX: Public Announcement
  • Tiburon News: Media Coverage
  • Edelman Financial Services

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