December 23, 2016

FA Mergers & Acquisitions: An Example Deal

Tiburon CEO Summit XXXII Fireside Chat

Tiburon CEO Summit XXXII attendees will enjoy several Tiburon Fireside Chats including one on Financial Advisor Mergers & Acquisitions: An Example Deal. This exclusive Tiburon Fireside Chat will feature Financial Engines Advisors President John Bunch and Financial Engines CEO Larry Raffone.

If you are a C-level executive Tiburon member and would like to join us at the Ritz Carlton in New York on April 3-5, 2017 for Tiburon CEO Summit XXXII, please email Tiburon's Managing Partner Chip Roame. If you are not yet a member and interested, please email Sarah Sage.


Tiburon Research Call: College Savings Market

For those that had to miss this week's College Savings Market Tiburon Research Call led by Tiburon Managing Partner Chip Roame, you can access the recording on the Tiburon web site. Just click the following link and enter your Tiburon member log-in credentials for automatic playback of the call. Please email Sarah Sage if you need your log-in credentials.

If you are not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Research Calls, please email Sarah Sage.


Tiburon Serving Others Adventure:
Ethiopia, January 15-18, 2017

Tiburon Managing Partner Chip Roame and several long-term Tiburon CEO Summit attendees will embark on the first ever Tiburon Serving Others Adventure next month in Ethiopia on January 15-18, 2017 to connect first world finance with developing world needs. While on the Tiburon Serving Others Adventure, the group will spend a couple of days on-site at an Ethiopian school, as well as in Addis.
Tiburon Serving Others Adventure 1.0 is being headed by Tiburon Managing Partner Chip Roame, Riskalyze CEO Aaron Klein, and Hanson McClain Co-CEO Scott Hanson. If you are interested in taking part, please email Aaron Klein.


Skip & Chip's Excellent Adventure 6.0: Kauai
July 9-13, 2017

Tiburon Managing Partner Chip Roame co-led, along with Skip Schweiss (President, TD Ameritrade Trust Company), the annual “Chip & Skip’s Excellent Adventure” to Mount Shasta in June 2016. This was the fifth in the series, in which participants have reached the top of Mt. Whitney, traversed the Grand Canyon, summited Half Dome in Yosemite, and completed the Four Pass Loop outside of Aspen, CO. The annual outing combines a challenging outdoor adventure with a fun weekend together.

Excellent Adventure 6.0 will be in July 2017, in Kauai. On July 9th the group will hike the Kalalau Trail, in-and-out for a total of 22 miles. On July 13th the group will kayak the 17 miles along the Napali Coast. For more information, email Skip Schweiss.


College Savings Market: The Increasing Dominance of 529 College Savings Plans

Tiburon Strategic Advisors is pleased to highlight its research on College Savings Market. TThe purpose of this research is to provide readers with an understanding of the college savings market, with a specific focus on the 529 college saving plans market, as well as related markets, including UGMA & UTMA custodial accounts and Coverdell Educational Savings Accounts. While still relatively early in its evolution, 529 college savings plans have the potential to become to college savings what 401K plans have become to retirement savings. This research seeks to summarize the leading plan sponsors and managers, as well as make predictions for the market at large. This research addresses a variety of key driving factors, including: Number of College Students Rising, State Funding Shrinking, Tuition Rates Rising, Financial Aid Becoming Increasingly Complicated, & Financial Advisors Expanding Role. This research addresses the three historical phases of the college savings market, including: Early Phase, 529 College Savings Plans Introduction Phase, & 529 College Savings Plans Maturation Phase. This research defines four distinct market segments, including: Taxable Accounts, UGMA & UTMA Custodial Accounts, Coverdell Educational Savings Accounts, & 529 College Savings Plans & State Pre-Paid Tuition Programs This research makes numerous future predictions for the college savings market, including: Growth in the College Savings Market, Especially 529 College Savings Plans, Maturation of the 529 College Savings Plans Market: Growth in National Plans, Age-Based Investment Options, ETF-Based Plans, & Direct Sold Plans, & Emergence of 529 College Savings Plan Comparison Tools & Continuing Fee Pressure.


Toronto-Dominion Bank Group:
A Leading Canadian & US Bank which
Owns a Stake in TD Ameritrade

Tiburon Strategic Advisors is pleased to highlight its research on Toronto-Dominion Bank Group . Toronto-Dominion Bank Group was founded as Toronto Dominion Bank in 1955 and is based in Toronto, Ontario. The firm has 1,962 branches, 5,300 ATMs, 85,000 employees, 24.0 million clients, $544.2 billion deposits, $433.8 billion loans net of allowance for loan losses, generates $27.3 billion revenues, $26.9 billion adjusted revenues, $7.2 billion net profits, $7.3 billion adjusted net profits & earns $6.8 billion net profits available to common shareholders. Toronto-Dominion Bank Group is a public company traded on the New York Stock Exchange under the symbol TD and is led by its Chairman Brian Levitt & CEO Bharat Masrani. Toronto Dominion Bank Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Canadian Banking Phase, Maturation Phase, & US Acquisitions Phase. Its profile includes the key statistics of the firm, including its number of branches, ATMs, employees, clients, accounts, new net accounts, deposits, loans, loans net of allowance for loan losses, interest income, non-interest income, revenues, adjusted revenues, provision for credit losses, insurance claims & related expenses, non-interest expenses, operating income, operating margin, income before income taxes & equity in net profits, provision for income taxes, equity in net profits of an investment in association, net profits, net profit margin, adjusted net profits, net profits available to common shareholders, & operating cash flows. Its profile includes detailed outlines of its core businesses, including: Canadian Banking & Wealth Management, US Banking, & Wholesale Banking. And its profile concludes with the highlights of its organizational structure & ownership.


Recent Tiburon Research Calls

Tiburon CEO Summit sponsors & Tiburon 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 username & password:

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


Recently Posted Tiburon Written Research

Tiburon CEO Summit sponsors & Tiburon members have access to Tiburon's Written Research library of 1,900+ topics and profiles. To access Tiburon's Written Research, click the link below for your topic of interest, and enter your Tiburon username & password:

Topics

Profiles

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


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.