July 1, 2016

Upcoming Research Call:

Discount & Online Brokerage

The next Tiburon research call will be on Discount & Online Brokerage, Thursday, July 14, 2016 at 10:00am PT. Tiburon research subscribers are cordially invited to join this call with Managing Partner Chip Roame. 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.


Tiburon CEO Summit XXXI:

Over 150 Attendees Already Confirmed

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that over 150 financial services industry CEOs & C-level executives have already confirmed their attendance for the upcoming Tiburon CEO Summit XXXI (October 10-12, 2016, at the Ritz Carlton Hotel in San Francisco). Tiburon CEO Summits provide a unique opportunity for leaders from throughout the financial services industry to gather to collaborate & 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 XXXI, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.


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 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:


Online Advice Market:

The Rapid Rise of Robo or Digital Advisors (& Related Firms)

Tiburon Strategic Advisors is pleased to highlight its research on Online Advice Market. The purpose of this research is to provide readers with an understanding of the online advice market, often called robo or digital advisors. This research includes online advice firms which target defined contribution plans as well as those which target the B2C market. Futhermore, this research includes both pure online players as well as hybrids that include video, chat, and/or telephone support. This research combines with Tiburon research coverage of online tools companies, online banking, online brokerage firms, and online insurance to form its online financial services research series.


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 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.


Missed Last Week's Release?

  • This Week's Online Advice Market Research Call
  • Tiburon CEO Summit XXXI: Over 150 Attendees Already Confirmed
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXX: Videos
  • Online Advice
  • Hearsay Social
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Market Seminars

Other Research Posted Recently

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Tiburon News:

Tiburon Market Seminars

Due to the depth of its existing written industry knowledge (over 1,800 topics and 500,000 PowerPoint charts and graphs), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. To schedule a market seminar, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.