July 22, 2016

Next Week's Research Call:

Financial Advisor Channels

The next Tiburon research call will be on Financial Advisor Channels, Thursday, July 28, 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:

October 10-12, 2016 in San Francisco

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXXI (October 10-12, 2016, at the Ritz Carlton Hotel in San Francisco). Over 175 financial services industry CEOs & C-level executives have already confirmed their attendance. 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:


Financial Advisor Channels:

An Overview of Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; & Other Financial Advisor Channels

Tiburon Strategic Advisors is pleased to highlight its research on Financial Advisor Channels. The purpose of this research is to provide readers with an understanding of the financial advisor channels, including full-service brokerage firms; independent advisors; insurance agents, brokers, & producer groups; bank brokers & trust officers; and the various upscale channels. This research also includes a preliminary analysis of real estate professionals, including real estate agents & mortgage brokers, who seem poised to become broader financial advisors. This research serves to highlight the key findings of each of these underlying Tiburon research topics. Discount & online brokerage firms and online advisors (robo advisors), that increasingly may need to be included in this research, are presently addressed separately in Tiburon's online channels research. Other Tiburon research topics address the institutional and international channels.


Edelman Financial Services:

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

Tiburon Strategic Advisors is pleased to highlight its 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 521 employees, 30,206 clients, 63,400 accounts, $16.3 billion assets under management & administration, and is led by its Exeuctive Chairman Ric Edelman, CEO Ryan Parker, President Ed Moore, & Chief Operating Officer Rene Chaze.


Missed Last Week's Release?

  • This Week's Research Call: Discount & Online Brokerage Firms
  • Tiburon CEO Summit XXXI: October 10-12, 2016 in San Francisco
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXX: Videos
  • Discount & Online Brokerage Firms
  • The Charles Schwab Corporation
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Conference Speeches

Other Research Posted Recently

Topics

Profiles


Tiburon Services: Mergers & Acquisitions Advice

Due to the firm's detailed knowledge of the brokerage, investment management, wealth management, banking, and insurance markets, Tiburon has been asked by several mutual fund companies, broker/dealers, and financial advisors to consult on transactions involving ownership change. The firm has also supported several acquirers in developing acquisition strategies and conducting acquisition searches.

Tiburon addresses mergers & acquisitions from a strategic rather than transactional perspective. The most common assignment for which the firm has been engaged is to help clients develop acquisition or disposition strategies. This is quite like the firm's strategy consulting services with a more narrowly defined outcome. Given the extensive industry contacts of Tiburon executives, Tiburon has also been repeatedly engaged to conduct research on possible acquisition targets. Common projects have included acquisition strategies, acquisition searches, & due diligence participation. For more information, please contact Sarah Sage at SSage@TiburonAdvisors.Com.