March 11, 2016

Tiburon CEO Summit XXX:

Meeting Agenda

Tiburon is pleased to share the meeting agenda 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.

This Week's Discount & Online Brokerage Firms Research Call

For those that had to miss this week's popular Discount & Online Brokerage Firms 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.

Discount & Online Brokerage Firms:

Five Leading Discount Brokerage Firms Expanding their Business Models

Tiburon Strategic Advisors is pleased to highlight its research on Discount & Online Brokerage Firms. The purpose of this research is to provide readers with a broad understanding of the discount & online brokerage firms industry and these firms' latest move to deliver financial advice. This research addresses the branch-based, telephone-based, & online offerings from discount brokerage firms, online only brokerage firms, & direct access brokerage firms (as well as the consumer direct offerings of some no-load mutual fund companies), with specific attention being paid to the big five firms (The Charles Schwab Corporation, Fidelity Investments, TD Ameritrade, E*Trade Financial, & Scottrade).

The Charles Schwab Corporation:

A Leading Discount Brokerage Firm, Retirement Plan Provider, & Fee-Based Financial Advisor Custodian

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on The Charles Schwab Corporation. The Charles Schwab Corporation was founded as First Commander Corporation by Commander Industries in 1971 and is based in San Francisco, CA. The firm has 14,500 employees, 10.0 million accounts, 960,000 net new brokerage accounts, $2.4 trillion assets under administration, $42 billion net new assets under administration, 441,000 daily average trades, 283,000 daily average revenue trades, $5.4 billion revenues, & earns $1.1 billion. The company is publicly owned, traded on the NYSE under the symbol SCHW, and is led by its Chairman Chuck Schwab & CEO Walt Bettinger. The Charles Schwab Corporation'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 employees, accounts, net new brokerage accounts, assets under administration, net new assets under administration, daily average trades, daily average revenue trades, revenues, net revenues, expenses, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

Missed Last Week's Release?

  • Over 200 Tiburon CEO Summit Attendees Confirmed
  • Tiburon CEO Summit Highlights
  • Research Call Next Week: Online Brokerage
  • Recent Tiburon Research Calls
  • Online Advice
  • Toronto-Dominion Bank Group

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