January 27, 2017

Tiburon Research Call:
Financial Advisor Channels

The next Tiburon Research Call will be on Financial Advisor Channels, Thursday, February 2, 2017 at 10:00am PT. All employees from Tiburon CEO Summit sponsors and Tiburon members are cordially invited to join this call with Managing Partner Chip Roame. If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member company and would like to listen, please email Sarah Sage (SSage@TiburonAdvisors.Com) to RSVP.

If you are not yet an employee at a Tiburon CEO Summit sponsor or Tiburon member company and would like to obtain access to Tiburon Research Calls, please email us.


Tiburon CEO Summit XXXII:
Over 150 C-Level Executives

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that over 150 financial services industry CEOs & C-level executives have already confirmed their attendance for the Tiburon CEO Summit XXXII (April 3-5, 2017, at the Ritz Carlton Hotel in New York). 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 a C-level executive at a Tiburon CEO Summit sponsor or Tiburon member company and would like to participate in Tiburon CEO Summit XXXII, please email Tiburon's Managing Partner Chip Roame. If you are not yet a C-level executive at a Tiburon CEO Summit sponsor or Tiburon member and interested, please email Sarah Sage.


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 tops of Mount Whitney & Mount Shasta, 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 Serving Others Adventure 1.0:
Ethiopia, January 15-18, 2017

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 Ababa.
Tiburon Serving Others Adventure 1.0 was led by Tiburon Managing Partner Chip Roame, and Tiburon clients Centana Growth Partners Managing Partner, Ben Cukier, Riskalyze CEO Aaron Klein & Hanson McClain Co-CEO Scott Hanson. If you are interested in taking part in future trips, please email Aaron Klein.


Tiburon Written Research:
Financial Advisor Channels: An Overview of Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; & Other Financial
Advisor Channels

Tiburon Strategic Advisors is pleased to highlight its research on Financial Advisor Channels. The purpose of this research is to provide readers with an understanding of the financial advisor channels, including full-service brokerage firms; independent advisors; insurance agents, brokers, & producer groups; bank brokers & trust officers; and the various upscale channels. This research also includes a preliminary analysis of real estate professionals, including real estate agents & mortgage brokers, who seem poised to become broader financial advisors. This research serves to highlight the key findings of each of these underlying Tiburon research topics. Discount & online brokerage firms and online advisors (robo advisors), that increasingly may need to be included in this research, are presently addressed separately in Tiburon's online channels research. Other Tiburon research topics address the institutional and international channels. This research addresses the five historical phases of the financial advisor channels, including Bank Dominance Phase, Full-Service Brokerage Firms Emergence Phase, Discount Brokerage Firms Emergence Phase, Independent Advisors Emergence Phase, & Financial Advisor Aggregators & Online Advisors Emergence Phase. This research addresses six financial advisor channels, including Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; Retail Banks; Upscale Channels; & Real Estate Professionals. And this research makes five predictions, including Number of Financial Advisors to Stagnate; Discount Brokerage Firms & Online Advisors to Continue to Gain Market Share; Steady Flow of Break-Away Brokers; & Fee-Based Financial Advisors to Gain Market Share. Increasingly Broad Set of Financial Advisor Business Model Choices to Emerge.


Tiburon Written Research:
Betterment Holdings: A Leader in Robo Advisor

Tiburon Strategic Advisors is pleased to highlight its research on Betterment Holdings . Betterment Holdings was founded by Jon Stein & Eli Broverman in 2007 and is based in New York, NY. Betterment Holdings has 40 employees, 160,000 clients, $4.5 billion assets under management, and is led by its CEO Jon Stein. Betterment Holdings' comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Product Development Phase, Initial Funding Phase, & Success Phase. 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, including Betterment, Betterment Institutional, & Betterment for Business. And its profile concludes with the highlights of its organizational structure & ownership.


Recent Tiburon Research Calls

All employees at 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

All employees at 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 Market Seminars

Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. This ability is based upon both the depth of its existing written industry knowledge (over 1,900 topics and 500,000 PowerPoint charts and graphs) and its broad CEO-level industry contacts. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. If you are interested in accessing any of Tiburon's research, please click here to subscribe to Tiburon Research online.