January 20, 2017

Tiburon Research Call:
Online Advice (Robo Advisors)

The next Tiburon Research Call will be on Online Advice (Robo Advisors), Thursday, January 26, 2017 at 10:00am PT. Tiburon CEO Summit sponsors and Tiburon members are cordially invited to join this call with Managing Partner Chip Roame. If you are a Tiburon CEO Summit sponsor or Tiburon member and would like to listen, please email Sarah Sage (SSage@TiburonAdvisors.Com) to RSVP.

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 us.


Tiburon Serving Others Adventure 1.0:
A Successful First

Tiburon Managing Partner Chip Roame and several long-time Tiburon CEO Summit attendees embarked on the first ever Tiburon Serving Others Adventure 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 spent a couple of days on-site at an Ethiopian school, as well as in Addis Abbaba.
Tiburon Serving Others Adventure 1.0 was led by Tiburon Managing Partner Chip Roame, and Tiburon clients Riskalyze CEO Aaron Klein and Hanson McClain Co-CEO Scott Hanson. If you are interested in taking part in future trips, please email Aaron Klein.


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

Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company) will co-lead the annual Skip & Chip’s Excellent Adventure July 9-13th, 2017 to Kauai. On July 9th the group will hike the Kalalau Trail in-and-out for a total of 22 miles. On July 11th the group will kayak the seventeen miles along the Napali Coast. This will be the sixth in the series, in which participants have reached the top of Mount 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. For more information, email Skip Schweiss.


Tiburon CEO Summit XXXI: October 10-12, 2016
Day #1 Keynote Presentation Recap

Tiburon Strategic Advisors Managing Partner Chip Roame presented his Tiburon CEO Summit XXXI Day #1 Keynote Presentation focusing on Consumer Wealth & the Top Ten Wealth Management Industry Trends at the Ritz Carlton Hotel in San Francisco, CA on October 11, 2016. The purpose of this presentation was to set a discussion agenda for Tiburon CEO Summit XXXI, to introduce over 40 speakers, and to offer a unique method of summarizing a broad set of industry views. Along with the more comprehensive Tiburon research document The Future of Wealth Management, this presentation offers a broad overview of the wealth management business. This research starts with a review of consumer wealth, including the $60 trillion of financial assets and $30 trillion pending liquidation. This research highlights the top ten wealth management industry trends, including Discount Brokerage Frims (Changed the Transaction Pricing & Value Proposition; Now Underappreciated Full-Service Financial Advisors); Indexing & ETFs (Changing the Investment Management Pricing & Value Proposition); Robo Advisors (Changing the Financial Advsisor Pricing & Value Proposition); Independent Advisors (Of Course But Not that Simple for Four Critical Reasons); Break-Away Brokers (Yes a Big Gain; But No Not Really a Big Loss); Hedge Funds & Liquid Alternatives (The Beginning of the End); Socially Responsible Investing & Impact Investing (Big Wild Card; Women & Millennials May Drive); Fiduciary Standard (Changes Everything; Biggest Winners May be Managed Accounts, ETFs, Robo Advisors, TAMPs, & Defined Contribution Plan Providers);Interest Rates (The Impact is Huge; May be Hiding Many Emerging Trends); & 2016 Elections (A Poor Choice & it Does Matter).

If you are a Tiburon CEO Summit sponsor or Tiburon member, you can access the presentation with your Tiburon username & password. If you are not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access, please email Sarah Sage.


Online Advice Market:
The Rapid Rise of Robo or
Digital Advisors (& Related Firms)

Tiburon Strategic Advisors is pleased to highlight its research on Online Advice Market. The purpose of this research is to provide readers with an understanding of the online advice market, often called robo or digital advisors. This research includes online advice firms which target defined contribution plans as well as those which target the B2C market. Futhermore, this research includes both pure online players as well as hybrids that include video, chat, and/or telephone support. This research combines with Tiburon research coverage of online tools companies, online banking, online brokerage firms, and online insurance to form its online financial services research series. This research starts with a history of the online advice market, including these phases: Dot Com Phase; Robo Advisors Emergence Phase; & Maturization & Consolidation Phase. This research defines four distinct markets segments, including Defined Contribution Plan Focused Firms; B2C Focused Firms; & Wholesale Robo Advisor Technology Firms. And this research makes several predictions for the online advice market, including: Growing Online Advice Market; Continued Success for Defined Contribution Plan Focused Firms; Dominance of Discount Brokerage Firms & Mutual Fund Companies Amongst B2C Focused Firms; Success of Three-to-Five Robo Advisors; Success of Several Wholesale Robo Advisor Technology Firms; & Financial Advisor Pricing Pressure & Integration of Robo Advisor Technology.


Personal Capital Corporation:
One of the Leading (Not) Robo Advisors

Tiburon Strategic Advisors is pleased to highlight its research on Personal Capital Corporation. Personal Capital Corporation was founded as SafeCorp Financial Corporation by Bill Harris & Rob Foregger in 2009 and is based in Redwood City, CA. Personal Capital Corporation has two offices, 81 employees, 850,000 users, $175 billion user financial assets, 5,000 clients, 723 accounts, $1.5 billion assets under management, & $0.1 million revenues. Personal Capital Corporation is led by its CEO Bill Harris and Chief Operating Officer Jay Shah and is privately owned. Personal Capital Corporation's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Start-Up Phase; Launch Phase; & Maturization Phase. Its profile includes the key statistics of the firm, including its number of offices, employees, users, user financial assets, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits. Its profile includes detailed outlines of its core services, including Financial Planning; Portfolio Management; & 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 username & password, 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 username & password, 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.