February 12, 2016

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.

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.


Highlights from Tiburon CEO Summit XXIX

Tiburon is pleased to share an excerpt of highlights from this past October's Tiburon CEO Summit XXIX. Please click on the link to watch this short video and learn more about Tiburon CEO Summits from attendees' perspectives.


This Week's Break-Away Brokers Research Call

For those that had to miss this week's popular Break-Away Brokers 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.


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.


Break-Away Brokers:

The (Overstated) Trend of Captive Advisors Going Independent

Tiburon is pleased to highlight its research on Break-Away Brokers. The purpose of this research is to provide readers with an understanding of the (overstated) break-away broker trend. Break-away brokers are generally defined as captive advisors from the wirehouses, regional brokerage firms, investment banks, private banks, retail banks, insurance companies, & even discount brokerage firms that choose to go indepedent, redefining their businesses as independent advisors (independent reps and/or fee-based financial advisors (RIAs)). That said, industry data is extremely sloppy with many sources including captive advisors that move to other captive models and other sources including independent advisors that move to other independent models. And nearly all data sources count financial advisors nudged out by their former employers or service providers. Hence, the goal of this research is to accurately measure the narrowly defined break-away broker trend.


DST Systems:

A Global Provider of Technology-Based Information Processing & Servicing Solutions

Tiburon Strategic Advisors is pleased to highlight its research on DST Systems. DST Systems was founded by Kansas City Southern Industries in 1969 and is based in Kansas City, MO. The firm operates in 55 countries, has 20,525 employees, 700 institutional clients, generates $2.7 billion revenues, $707 million out of pocket reimbursements, $2.0 billion operating revenues (excluding out of pockets), $2.4 billion costs & expenses, $131 million depreciation & amortization (including goodwill impairment), $309 million income from operations, $27 million interest expenses, $792 million income before income taxes & non-controlling interest, $593 million net profits attributable to DST Systems, and earns $241 million. The company is traded on the NYSE under the symbol DST and is led by its CEO Steve Hooley. DST Systems' 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 countries, offices, employees, revenues, operating revenues (excluding out of pockets), income from operations, other income (net), & 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?

  • Research Call Next Week: Break-Away Brokers
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXX: Meeting Agenda
  • TAMPs
  • Edelman Financial Services

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