March 4, 2016

Tiburon CEO Summit XXX:

Over 200 Attendees Confirmed

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that over 200 financial services industry senior executives have already confirmed their attendance for the upcoming Tiburon CEO Summit XXX (April 4-6, 2016, at the Ritz Carlton Hotel in New York). Tiburon CEO Summits provide a unique opportunity for leaders from throughout the financial services industry to 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.

Tiburon CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. 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 CEO Summit Highlights

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


Research Call Next Week:

Online Brokerage

The next Tiburon research call with Managing Partner Chip Roame will be March 10, 2016 at 10:00am PT. Tiburon research subscribers are cordially invited to join Chip as he reviews Tiburon research on Online Brokerage. 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.

Click to RSVP for Online Brokerage


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.


Online Advice:

The Rapid Rise of Robo Advisors (& Related Firms)

Tiburon Strategic Advisors is pleased to highlight its research on Online Advice. The purpose of this research is to provide readers with an understanding of the online advice market, often called robo advisors. This research includes online advice firms which target defined contribution plans as well as those which target the B2C market. Related topics such as online tools companies, online banking, and online brokerage firms are addressed in other Tiburon research topics. This research starts with a history of the online advice market, defines four distinct markets segments, & makes several predictions for the online advice market.


Toronto-Dominion Bank Group:

A Leading Canadian & US Bank which Owns a Stake in TD Ameritrade

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Toronto-Dominion Bank Group. Toronto-Dominion Bank Group was founded as Toronto Dominion Bank in 1955 and is based in Toronto, Ontario. The firm has 1,962 branches, 5,300 ATMs, 85,000 employees, 24.0 million clients, $544.2 billion deposits, $433.8 billion loans net of allowance for loan losses, generates $27.3 billion revenues, $26.9 billion adjusted revenues, $7.2 billion net profits, $7.3 billion adjusted net profits & earns $6.8 billion net profits available to common shareholders. Toronto-Dominion Bank Group is a public company traded on the New York Stock Exchange under the symbol TD and is led by its Chairman Brian Levitt & CEO Bharat Masrani.


Missed Last Week's Release?

  • Tiburon CEO Summit Sponsors
  • Highlights from Tiburon CEO Summit XXIX
  • This Week's Socially Responsible Investing & Impact Investing Call
  • Recent Tiburon Research Calls
  • Socially Responsible Investing & Impact Investing
  • The Charles Schwab Corporation

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