January 29, 2016

Tiburon in the News:

January Media Coverage Highlights

Tiburon is quoted quite extensively in industry publications. Tiburon media coverage highlights 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. Click on the links below to read some of the articles in which Tiburon was quoted this month:

Prospective Tiburon clients, conference planners, and media representatives can contact Tiburon's office administrator Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.


This Week's Independent Advisors Research Call

For those that had to miss this week's popular Independent Advisors 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.

Independent Advisors Recording


Short Video:

Highlights from Tiburon CEO Summit XXIX

Tiburon is pleased to share an excerpt of highlights from this past October's Tiburon CEO Summit XXIX, when leaders from throughout the financial services industry gathered in San Francisco to collaborate and candidly discuss the future of the industry. Tiburon CEO Summits are described by attendees as the place where C level executives from every aspect of the industry go in order to hear from the sharpest minds in the field. Please click on the link to watch this short video and learn more about Tiburon CEO Summits from our attendees' perspectives.

If you are an executive-level Tiburon client and would like to participate in the upcoming Tiburon CEO Summit XXX (April 4-6, 2016 in New York, NY), please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.


Independent Advisors:

Independent Reps & Fee-Based Financial Advisors (RIAs)

Tiburon Strategic Advisors has further refined its research on Independent Advisors. The purpose of this research is to provide readers with an initial understanding of independent advisors, including independent reps and fee-based financial advisors, which are collectively the fastest growing market & distribution channel. Data is these two inter-ralted markets can be confusing due to separate registration processes and overlap in hybrid financial advisors. This research addresses the three historical phases of the independent advisors market, defines two markets segments, & offers four predictions.


Brinker Capital:

A Traditional Product TAMP with Strengths in Alternative Investments & Serving Insurance Companies

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Brinker Capital. Brinker Capital was founded as a subsidiary of The Mutual Benefit Companies by Chuck Widger in 1987. It is based in Berwyn, PA. Brinker Capital has 140 employees, 300 institutional clients, 1,600 financial advisor clients, 32,000 clients, 46,534 accounts, & $17.6 billion assets under management. The firm is led by its Executive Chairman Chuck Widger, Executive Vice Chairman John Coyne, CEO Noreen Beaman, & Chief Operating Officer Brendan McConnell. Brinker Capital's 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 offices, employees, institutional clients, financial advisor clients, clients, accounts, assets under management, net flows, 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?

  • Short Video: Highlights from Tiburon CEO Summit XXIX
  • Research Call Next Week: Independent Advisors
  • Independent Advisors
  • SS&C Technologies Holdings

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