November 11, 2016

Morningstar's Don Phillips' Fireside Chat at Tiburon CEO Summit XXXII:

Attendees of upcoming Tiburon CEO Summit XXXII will have the unique opportunity to experience a one-on-one fireside chat with Morningstar Managing Director Don Phillips & Tiburon’s Managing Partner Chip Roame on April 4, 2017 in New York, NY. This will be one of three exciting fireside chats at Tiburon CEO Summit XXXII you won't want to miss!

If you are an executive-level Tiburon member and would like to participate in Tiburon CEO Summit XXXII, 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:

Exchange Traded Funds (ETFs)

For those that had to miss this week's Exchange Traded Funds (ETFs) Tiburon 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 member 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 member 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 XXXII: April 3-5, 2017

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXXII (April 3-5, 2017, 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 XXXII, please email Tiburon's Managing Partner Chip Roame. If you are not yet a member or sponsor and interested in attending, please email Sarah Sage.


Actively Managed Exchange Traded Funds (ETFs): Still a Niche Product

Tiburon Strategic Advisors is pleased to highlight its research on Actively Managed Exchange Traded Funds (ETFs) . The purpose of this research is to provide readers with a comprehensive understanding of the actively managed exchange traded funds (ETFs) market. This research is incorporated into Tiburon's broader coverage of the exchange traded funds (ETFs) business. This research addresses the three historical phases of the actively managed exchange traded funds (ETFs) market, including: Emergence Phase, Struggles Phase, Continued Struggles Phase. This research defines two product markets: Actively Managed Equity Exchange Traded Funds (ETFs) & Actively Managed Fixed Income Exchange Traded Funds (ETFs) and this research makes the following future predictions for the actively managed exchange traded funds (ETFs) business, including: Moderate Growth Primary Success in Fixed Income, Primary Success in Semi-Active ProductsModerate Growth, Primary Success in Fixed Income, & Primary Success in Semi-Active Products.


Advisor Software:
Delivering Institutional Investing Concepts to the Financial Advisor & Retail Markets

Tiburon Strategic Advisors is pleased to highlight its research on Advisor Software . Advisor Software was founded by Andrew Rudd in 1995. It is based in Walnut Creek, CA, has one office, 32 employees, 18 institutional clients with 87,353 financial advisors, 279 financial advisor clients, $5.8 million revenues, and is led by its CEO Andrew Rudd. Advisor Software's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Custom Software Development Phase, Software as a Service Phase, ASI Wealth Manager Phase, & Gogami Phase. Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, institutional clients' financial advisors, financial advisor clients, revenues, & net profits. Its profile includes detailed outlines of its core businesses, including: Rules Based Platform, Goals, Based Platform (ASI Wealth Manager), & Advisor Partners. 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 at SSage@TiburonAdvisors.Com.