February 5, 2016

Research Call Next Week:

Break-Away Brokers

The next Tiburon research call with Managing Partner Chip Roame will be February 11, 2016 at 10:00am PT. Tiburon research subscribers are cordially invited to join Chip as he reviews Tiburon research on Break-Away Brokers. If you are a Tiburon research subscriber 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.

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Break-Away Brokers

Recent Tiburon Research Calls

Tiburon research subscribers have access to live research calls led twice a month by Tiburon Managing Partner Chip Roame. To listen to recent calls, click the link below for your topic of interest, and enter your Tiburon log-in credentials for automatic playback:

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

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Tiburon CEO Summit XXX:

Meeting Agenda

Tiburon is pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXX (April 4-6, 2016, at the Battery Park Ritz Carlton Hotel in New York, NY). Leaders from throughout the financial services industry will gather 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.

If you are an executive-level Tiburon client and would like to participate, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.

FA Turnkey Asset Management Programs (TAMPs):

The Technology & Investment Management Platforms Supporting the Managed Accounts Trend

Tiburon is pleased to highlight its research on FA Turnkey Asset Management Programs (TAMPs). The purpose of this research is to provide readers with an understanding of financial advisor turnkey asset management programs (TAMPs), including their historical development phases, core market segments, key components, and market predictions. FA product FA TAMPs supported the move of some independent advisors into managed accounts. FA platform FA TAMPs have emerged rapidly in recent years to rival the traditional financial advisor workstations as the core technology component for the next generation of fee-based financial advisors in both the independent and capitive channels. This research addresses the phases of the emergence of financial advisor TAMPs, highlights the market segments, outlines the key financial advisor TAMP competitive components, & concludes with predictions for the future of financial advisor TAMPs.

Edelman Financial Services:

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


Tiburon Strategic Advisors is pleased to highlight its 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?

  • Tiburon in the News: January Media Coverage Highlights
  • This Week's Independent Advisors Research Call
  • Short Video: Highlights from Tiburon CEO Summit XXIX
  • Independent Advisors
  • Brinker Capital

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