July 29, 2016

This Week's Financial Advisor Channels Research Call

For those that had to miss this week's popular Financial Advisor Channels research 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.

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.


A Leading Wealth Management Technology & Investment Management Platform

Tiburon Strategic Advisors is pleased to highlight its 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, Vice Chairman Anil Arora, 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?

  • Next Week's Research Call: Financial Advisor Channels
  • Tiburon CEO Summit XXXI: October 10-12, 2016 in San Francisco
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXX: Videos
  • Financial Advisor Channels
  • Edelman Financial Services
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Mergers & Acquisitions Advice

Other Research Posted Recently



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Tiburon Research Access Program

At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets. The Tiburon Research Access Program allows Tiburon clients to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon's research currently includes over 1,900 topics. Tiburon's research strategy is to ultimately write and continuously refine research offerings covering every substantial financial services industry market segment (and prominent firm) so that the research can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon clients. Tiburon attempts to publish research on at least ten additional topics each week. Many are simply updates but all lead the firm closer to its goal of comprehensive research. If you are interested in accessing any of Tiburon's research, please click here to subscribe to Tiburon Research online.