September 16, 2016

Tiburon's Chip Roame Will Give a Two-Day Keynote at Tiburon CEO Summit XXXI

For the first time ever, Tiburon Managing Partner Chip Roame's distinguished keynote presentation on the financial services industry's "Consumer Wealth, Key Industry Trends, the Upcoming Elections, & Strategic Industry Activity" has been split into two days. Join us  October 10-12th at the Ritz Carlton in San Francisco for Tiburon CEO Summit XXXI to be a part of the action.

If you are an executive-level Tiburon member and would like to participate in Tiburon CEO Summit XXXI, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a member and interested, please contact Sarah Sage.


This Week's Tiburon Research Call:

Turnkey Asset Management Programs

For those that had to miss this week's popular FA Turnkey Asset Management Programs (TAMPs) 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.

If you are not yet a member and would like to obtain access to Tiburon research calls, please contact us.


Tiburon CEO Summit XXXI:

Meeting Agenda

Tiburon is pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXXI (October 10-12, 2016, at the Ritz Carlton Hotel in San Francisco). Leaders from throughout the financial services industry will gather to collaborate and 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.

The list of business relationships resulting from prior Tiburon CEO Summits is impressive. If you are an executive-level Tiburon member and would like to participate in Tiburon CEO Summit XXXI, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a member and interested, please contact Sarah Sage.


FA Turnkey Asset Management Programs:

The Technology & Investment Management Platforms Supporting the Managed Accounts Trend

Tiburon Strategic Advisors is pleased to highlight its research on FA Turnkey Asset Management Programs. The purpose of this research is to provide readers with an understanding of financial advisor turnkey asset management programs (FA TAMPs), including their historical development phases, core market segments, key components, and market predictions. FA Product TAMPs supported the move of some independent advisors into managed accounts. FA Platform 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 is a key part of Tiburon's research on financial advisor technology. This research addresses the phases of the emergence of financial advisor TAMPs. This research highlights the market segments. This research also outlines the key financial advisor TAMP competitive components. This research concludes with predictions for the future of financial advisor TAMPs


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 526 employees, 30,440 clients, 63,400 accounts, $16.8 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. Edelman Financial Services comprehensive Power Point deck below 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, new accounts, lost accounts, net new accounts, average account size, assets under management & administration, assets under management & administration per employee, assets under management & administration per financial advisor, assets under management, assets under administration, new client inflows, existing client inflows, inflows, outflows, cancellation, net flows, market appreication, net new assets under management & administration, revenues, advisory revenues, interest & dividends, other revenues, variable expenses, commissions & planner payouts, clearing & other variable expenses, variable expenses as share of revenues, gross profits, gross margin, SG&A expenses, SG&A expenses as a share of revenues, compensation, bonus earnout, communications & data processing, advertisting fees, occupancy fees (excluding depreciation), professional fees, legal fees & other settlements, other general & administrative costs, EBITDA, EBITDA margin, interest, depreciation, amortization, intangible impairment, pre-tax income, taxes, and net profits (continuing operations). Its profile includes detailed outlines of its core businesses. And its profile concludes with the highlights of its organizational structure & ownership.


Recent Tiburon Research Calls

Tiburon sponsors & members have access to Tiburon Research Calls led bi-weekly 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:

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon sponsor or member, and obtain access.


Other Research Posted Recently

Tiburon sponsors & members have access to Tiburon's Research library of 1,900+ topics and profiles. To listen to access our Tiburon's Resarch, click the link below for your topic of interest, and enter your Tiburon log-in credentials:

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 email Sarah Sage.