September 23, 2016

Next Tiburon Research Call:

The Future of Wealth Management

The next Tiburon Research Call will be on The Future of Wealth Management (TAMPs), Thursday, September 29, 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 member and would like to obtain access to Tiburon research calls, please email us.


Over 40 Speakers Confirmed for Upcoming Tiburon CEO Summit XXXI:

Attendees of our upcoming Tiburon CEO Summit XXXI will have the unique opportunity to listen to industry leaders such as Tiburon's Chip Roame, The Charles Schwab Corporation's Walt Bettinger, TD Ameritrade's Tom Bradley and more give their insight on the financial services industry on October 10-12 at the Ritz Carlton Hotel in San Francisco, CA. This event is not to be missed!


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). 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.

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


The Future of Wealth Management:

Defining the Winning Product, Channel, & Tactical Strategies

Tiburon Strategic Advisors is pleased to highlight its research on The Future of Wealth Management. The purpose of this research is is to provide readers with a comprehensive understanding of the future of the banking, insurance, brokerage, & investment management businesses. In short, this research defines the future of financial services. The research begins by addressing some broadly debated issues, including financial services firms' role in the economy; the oligopoly trend; government backstops & the too-big-to-fail debate; governance issues including built in conflicts & moral hazard; the increasingly important shadow banking system; and increasing cross-border issues as Asian & other state controlled financial institutions gain global market share and have varying regulations. The core of the research starts by addressing the key driving factors of the economy & markets, natural disasters, world affairs, financial services industry stumbles, consumer & institutional wealth, and the legislative & regulatory environment. The research then outlines the four types of financial products & services, including investable assets, lending services, insurance products, & wealth management services, with a focus on four key growth areas - ETFs & indexing, alternative investments, payments, & wealth management services. The research continues with an overview of the four core markets & distribution channels, including direct distribution, financial advisor channels, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount brokerage firms, fee-based financial advisors, & emerging markets). The research also addresses five financial services industry winning tactics, including defining target markets, developing sales & marketing strategies, leveraging technology & outsourcing, developing appropriate staffing & compensation models, and developing winning firm cultures. And the research concludes by defining the most exciting financial services industry investment opportunities, including those in venture capital, private equity, & public securities. This research addresses the three historical phases of the financial services industry, outlines the state of the financial services industry, and makes several predictions for the future of financial services.


The Vanguard Group:

A Leading Investment Management Firm

Tiburon Strategic Advisors is pleased to highlight its research on The Vanguard Group. The Vanguard Group was founded by Jack Bogle in 1975 and is based in Valley Forge, PA. The company has fifteen offices, 14,200 employees, 20.0 million clients, $3.3 trillion assets under management, & generates $1.8 billion revenues. The Vanguard Group is led by its CEO Bill McNabb. The Vanguard Group's 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 offices, employees, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits. Its profile includes detailed outlines of its core businesses. 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 CEO Summit Sponsorship

Tiburon is grateful to its sponsors Advent Software, Advisor Software, Allianz, AssetMark, AXA Advisors, Bachrach & Associates, BrightScope, Brinker Capital, Centana Growth Partners, Charles Schwab, Discovery Data, DST Market Services, Envestnet, EverBank Financial, Fidelity Investments, First Rate, Fiserv, FP Transitions, FTJ FundChoice, FTV Capital, Genstar Capital, InvestCloud, inStream Solutions, Lovell Minnick Partners, Lyons Capital Partners, MoneyGuidePro, MyVest Corporation, Orion Advisor Services, RBC Correspondent Services, Riskalyze, Scottrade, Swan Global Investments, TA Associates, Trust Company of America, Vertical Management Systems, Vestmark, Vestorly, & Yodlee who offer financial support for Tiburon CEO Summit XXXI. To become a Tiburon CEO Summit Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefit package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads).

If you are interested in becoming a sponsor, please click here to email Sarah Sage.