April 1, 2016

Tiburon CEO Summit XXX: Newsmakers Chat with Jud Bergman & Anil Arora

Tiburon looks forward to hosting a Newsmakers Chat with Jud Bergman (CEO, Envestnet) and Anil Arora (CEO, Envestnet Yodlee) at Tiburon CEO Summit XXX. Tiburon Managing Partner Chip Roame will sit down with Jud and Anil on Tuesday morning, April 5th. Envestnet acquired Yodlee last year for $590 million.

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.


Last Week's Future of Wealth Management Research Call

For those that had to miss last week's popular Future of Wealth Management 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.


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.


Envestnet:

A Leading Wealth Management Technology & Investment Management Platform

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Envestnet. Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Chicago, IL. Envestnet has ten offices, 850 employees, 1,500 institutional clients, 40,237 financial advisor clients, 2.9 million accounts, $713.4 billion assets under administration & management, $348.7 million gross revenues, $80.3 million gross profits, $21.0 million earnings before taxes interest, taxes, depreciation, & amortization, $38.6 million adjusted EBITDA, $11.4 million operating income, $22.0 million adjusted operating income, $10.6 million pre-tax income, $14.0 million net profits, & $10.4 million adjusted net profits. The company is led by its CEO Jud Bergman, President Bill Crager, & Chief Operating Officer John Mayer. Envestnet is a public company trading on the New York Stock Exchange under the symbol ENV.


Missed Last Week's Release?

  • Prior Tiburon CEO Summit Award Recipients Rob Arnott & Don Phillips to Participate in Tiburon CEO Summit XXX
  • Tiburon CEO Summit Highlights
  • This Week's Future of Wealth Management Research Call
  • Recent Tiburon Research Calls
  • Socially Responsible Investing & Impact Investing
  • Envestnet

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