April 15, 2016

Thank you Tiburon CEO Summit XXX Sponsors

 

Tiburon CEO Summits are made possible in large part due to the dedication of senior executives at client firms who commit their time, expertise, and financial support to the events, as part of the Tiburon CEO Summit Sponsor Group. We thank clients Advent Software, Advisor Software, Allianz, Alston & Bird, AssetMark, AXA Advisors, BrightScope, Brinker Capital, Centana Growth Partners, Charles Schwab, Discovery Data, DST Market Services, Envestnet, EverBank Financial, Fidelity Investments, First Rate, Fiserv, FTJ FundChoice, FTV Capital, Genstar Capital, Hearts & Wallets, InvestCloud, MoneyGuidePro, MyVest Corporation, Orion Advisor Services, RBC Correspondent Services, Riskalyze, Scottrade, TA Associates, Trust Company of America, Vertical Management Systems, Vestmark, Vestorly, & Yodlee, & media sponsors Advisor Perspectives, American Banker, Bank Investment Consultant, Financial Advisor, Financial Planning, Money Management Executive, On Wall Street, Private Wealth, & WealtManagement.Com for their valuable support in making Tiburon CEO Summit XXX a success!


Tiburon CEO Summit XXX Videos

Tiburon was pleased to host over 200 C-level executives at its 30th CEO Summit last week at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summit XXX included its popular consumers panel, Keynote Presentation by Managing Partner Chip Roame; one-on-one chats with Rob Arnott; Don Phillips; Jud Bergman, & Anil Arora; and roundtable & panel discussions with 40 industry-leading speakers from across the segments. Below please find links to four short summary videos, moderated by long-time attendee Frank Trotter and produced by Blu Giant:


This Week's Review of the Tiburon CEO Summit XXX Keynote Presentation

For those that had to miss this week's popular review of the Tiburon CEO Summit XXX Keynote Presentation 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.


Tiburon CEO Summit XXX Keynote Presentation:

A Dozen Tiburon Industry Views that May Impact Your Firm's Strategy

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Tiburon CEO Summit XXX Keynote Presentation. The purpose of this research is to provide readers with a broad strategic overview of the wealth management business. The below reference PowerPoint document is the presentation made by Tiburon's managing partner at the most recent Tiburon CEO Summit. The purpose of this presentation was to set a discussion agenda for Tiburon CEO Summit XXX, to introduce over 40 speakers, and to offer a unique method of summarizing a broad set of industry views. Along with the more comprehensive Tiburon research document The Future of Wealth Management, this presentation offers a broad overview of the wealth management business.


Edelman Financial Services:

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

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series 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 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 core businesses and concludes with the highlights of its organizational structure & ownership.


Missed Last Week's Release?

  • Thank you Tiburon CEO Summit XXX Sponsors, Speakers, & Attendees!
  • Next Week's Research Call: Tiburon CEO Summit XXX Keynote Presentation Review
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXX Keynote Presentation
  • Envestnet
  • Missed Last Week's Release?
  • Other Research Posted Recently

Other Research Posted Recently

Topics

Profiles


Tiburon Conference Speeches

Tiburon partners & principals have given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon partners & principals include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national & regional trade group meetings. Tiburon partners & principals have all been widely quoted & can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.