March 3, 2017

Tiburon Research Calls:
FA Turnkey Asset Management Programs (TAMPs); & FA Succession Planning & Acquisitions

There will be two Tiburon Research Calls next week, covering some of the most prevalant topics in the financial services industry: FA Turnkey Asset Management Programs (TAMPs) on Tuesday, March 7 at 10:00am PT & FA Succession Planning & Acquisitions on Thursday, March 9 at 10:00am PT. All employees from Tiburon CEO Summit sponsors and Tiburon members are invited to join this call with Managing Partner Chip Roame. This is only one of over 40 Tiburon Research Calls set for this year. To see the full Tiburon Research Schedule, click here.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and would like to listen, please email Lupita Uribe to RSVP. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Research Calls, please email Sarah Sage.


Over 200 C-Level Executive Attendees Confirmed for Tiburon CEO Summit XXXII

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that over 200 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 and would like to participate in Tiburon CEO Summit XXXII, please email Tiburon's Managing Partner Chip Roame. If you are a C-level executive at a firm that is not yet 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, please email Skip Schweiss.


Tiburon Written Research:

FA Turnkey Asset Management Programs (FA TAMPs):The Technology & Investment Management Platforms Supporting the Managed Accounts Trend

Tiburon Strategic Advisors is pleased to highlight its research on FA Turnkey Asset Management Programs (TAMPs). The purpose of this research is to provide readers with an understanding of financial advisor turnkey asset management programs (FA TAMPs), including their historical development phases, core market segments, key components, and market predictions. FA Product TAMPs supported the move of some independent advisors into managed accounts. FA Platform TAMPs have emerged rapidly in recent years to rival the traditional financial advisor workstations as the core technology component for the next generation of fee-based financial advisors in both the independent and capitive channels. This research is a key part of Tiburon's research on financial advisor technology. This research addresses the phases of the emergence of FA TAMPs, including FA Product TAMPs Phase; FA Platform TAMPs Phase; & Institutionalization Phase. This research highlights the market segments, including FA Platform TAMPs; & FA Product TAMPs. This research also outlines the key FA TAMP competitive components, including Technology Components; Investment Products; & Business Building Assistance. This research concludes with predictions for the future of FA TAMPs, including Rapid Growth of FA TAMPs; Growing Dominance of FA Platform TAMPs; Emerging International Opportunities for FA TAMPs; & Private Equity Infusion & Consolidation of FA TAMPs.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


Tiburon Written Research:

Financial Advisor Succession Planning & Acquisitions: Succession Planning & the Growing Acquisition Market

Tiburon Strategic Advisors is pleased to highlight its research on FA Succession Planning & Acquisitions. The purpose of this research is to provide readers with an understanding of the issues surrounding financial advisor succession planning & acquisitions. This research serves to summarize the key findings of three Tiburon research topics, including Financial Advisor Succession Planning; Financial Advisor Sale Process; and Financial Advisor Mergers & Acquistions. Other Tiburon research topics address the acquisition markets amongst retail banks, insurance companies, brokerage firms, and investment management firms. This research addresses three historical phases, including: Emergence Phase; Growth Phase; & Maturization Phase. This research addresses three interrelated topics, including Financial Advisor Succession Planning; Financial Advisor Sale Process; & Financial Advisor Mergers & Acquisitions. And this research makes several predictions, including Financial Advisor Succession Planning to Capture More Attention; Financial Advisor Sale Process to Formalize; & Financial Advisor Mergers & Acquisitions to Increase Substantially.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


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:

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access, please email Sarah Sage.


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

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


Tiburon Serving Others Adventure 1.0:
Ethiopia, January 15-18, 2017

Tiburon Managing Partner Chip Roame and several long-time Tiburon clients 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 CEO Summit Sponsorship

Due to the incredible demand from a large number of its executive-level clients to attend the Tiburon CEO Summits, Tiburon now holds the Tiburon CEO Summits at the Ritz Carlton Hotels in New York, NY & San Francisco, CA. Several Tiburon clients, including Tiburon clients Advent Software, AdvisorEngine, Advisor Software, Allianz, AssetMark, Axa Advisors, Bachrach & Associates, BrightScope, Brinker Capital, Centana Growth Partners, Charles Schwab, Discovery Data, DST Market Services, Envestnet, Fidelity Investments, First Rate, Fiserv, FP Transitions, FTJ FundChoice, FTV Capital, Genstar Capital, InvestCloud, Lovell Minnick Partners, Lyons Capital Partners, MyVest Corporation, Orion Advisor Services, PIEtech, RBC Correspondent Services, Riskalyze, Scottrade, Swan Global Investments, TA Associates, Trust Company of America, Vertical Management Systems, & Vestmark are offering financial support for Tiburon CEO Summit XXXII. Tiburon is grateful for this assistance.