October 21, 2016

Next Tiburon Research Call:

Index Investing

The next Tiburon Research Call will be on Index Investing, Friday, October 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 member and would like to obtain access to Tiburon research calls, please email us.


Tiburon CEO Summit XXXII: Meeting Agenda

Tiburon is pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXXII (April 3-5, at the Ritz Carlton Hotel in New York, NY). 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.

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


Tiburon CEO Summit XXXI Keynote Recap:

Consumer Wealth & the Top Ten Wealth Management Industry Trends

For those that missed Tiburon CEO Summit XXXI, Tiburon Managing Partner Chip Roame provided attendees with a broad strategic overview of the wealth management business. His keynote presentation started with a review of consumer wealth, including the $60 trillion of financial assets and $30 trillion pending liquidation & highlighted the top ten wealth management industry trends.

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon member and obtain access. If you are not yet a member and would like to obtain access to Tiburon research calls, please contact us.


Index Investing:

Exchange Traded Funds (ETFs), Index Mutual Funds, & Indexed Separate Accounts

Tiburon Strategic Advisors is pleased to highlight its research on Index Investing. The purpose of this research is to provide readers with a comprehensive understanding of the index investing market, including exchange traded funds (ETFs), index mutual funds, & indexed separate accounts. The index investing market is growing rapidly, driven by many factors. BlackRock, The Vanguard Group, & State Street Global Advisors dominate the market. Other firms including Invesco PowerShares, WisdomTree, Guggenheim Investment Partners, & ProShares are developing alternative products. Still other firms including The Charles Schwab Corporation, PIMCO, & Fidelity Investments are challenging the leaders. This research summarizes the highlights of Tiburon's underlying research on exchange traded funds (ETFs), index mutual funds, & indexed separate accounts. This research fits within Tiburon's wealth management series, which includes a wide variety of trending topics. This research starts by highlighting the index investing trend versus that of active investing.This research then summarizes the key drivers behind the rapid growth in index investing. This research addresses the four historical phases of the index investing market. This research defines three product markets, and this research makes the following future predictions for the index investing business, including substantial growth in index investing, factor investing, & smart beta products.


The Vanguard Group:

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

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. 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 Research Program

At the suggestion of numerous Tiburon members, Tiburon created a member 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 members to consolidate their research needs & budgets. The Tiburon Research Access Program allows Tiburon members 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 members. 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.