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Research Releases
Tiburon makes an effort to widely share its research with members of the financial services community, including industry executives, media representatives, conference planners, and individual advisors. A key part of this sharing process is the series of free weekly research releases Tiburon emails each Friday; over 120,000 industry participants have signed up to receive these releases. If you would like to join the recipients list, please visit the Sign Up to Receive Tiburon's Research Releases page. Summaries and links to full copies of prior Tiburon research releases are listed below. December 25, 2009 - TIBURON CONSUMER WEALTH - KEY FINDINGS Tiburon is pleased to announce the release of its new research report on Consumer Wealth. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and Baby Boomers’ likely pending liquidation. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers’ perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, and the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon’s research on this topic. This research release summarizes some of the report's key findings. Click Here for Full Story December 18, 2009 - TIBURON KEY DRIVING FACTORS - KEY FINDINGS Tiburon is pleased to announce the release of its new research report on Key Driving Factors. The purpose of this report is to provide readers with an initial understanding of the key driving factors within the financial services industry, including consumer wealth, the institutional markets, & current events. This report serves to consolidate the highlights of those three Tiburon research reports, including both historical insights and future predictions. This is the second draft of Tiburon’s research on this topic. Click Here for Full Story December 11, 2009 - TIBURON FINANCIAL ADVISOR TARGET MARKETS - KEY FINDINGS Tiburon is pleased to announce the release of its new research report on Financial Advisor Target Markets. The purpose of this report is to provide readers with an initial understanding of the wide range of potential financial advisor target markets, including those based on age, investable assets, other financial factors, occupation, source of wealth, & other factors. This is the first draft of Tiburon’s research on this topic. Click Here for Full Story December 4, 2009 - TIBURON 2010 RESEARCH REPORT ACCESS PROGRAM At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research reports for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets. Click Here for Full Story November 27, 2009 - TIBURON CEO SUMMIT XVIII - GUEST SPEAKER HIGHLIGHTS The last Tiburon CEO Summit was held October 7-8, 2009 at the Ritz Carlton Hotel in San Francisco, CA. Guest speakers included Jon Baum (CEO, The Dreyfus Corporation), John Calamos (CEO, Calamos Asset Management), Deena Katz (Chairman, Evensky & Katz and Associate Professor, Texas Tech University), Pete Kight (Vice Chairman, Fiserv), Steve Lockshin (CEO, Convergent Wealth Advisors), Andrew Rudd (CEO, Advisor Software & Former CEO, Barra), Steve Wallman (CEO, Foliofn), & Jim Weddle (Managing Partner, Edward Jones & Company). This release provides highlights of their presentations. Click Here for Full Story November 20, 2009 - TIBURON FINANCIAL ADVISOR SALES & MARKETING - KEY FINDINGS Tiburon is pleased to announce the release of its new research report on Financial Advisor Sales & Marketing. The purpose of this report is to provide readers with an initial understanding of the wide range of potential financial advisor sales & marketing strategies, including client retention, client consolidation, client referrals, professional referrals, seminar & direct marketing, and advertising & public relations strategies. This is the third draft of Tiburon’s research on this topic. Click Here for Full Story November 13, 2009 - TIBURON CEO SUMMIT AWARDS - HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, recently awarded its inaugural Tiburon CEO Summit Awards to Charles Schwab (Chairman, The Charles Schwab Corporation) & Ken Fisher (CEO, Fisher Investments). This release highlights some of the key points made by both award recipients during the discussions that immediately followed the award ceremonies. Click Here for Full Story November 6, 2009 - TIBURON CONSUMER WEALTH - KEY FINDINGS Tiburon is pleased to announce the release of its new research report on Consumer Wealth. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and Baby Boomers’ likely pending liquidation. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers’ perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, and the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon’s research on this topic. This research release summarizes some of the report's key findings. Click Here for Full Story October 30, 2009 - TIBURON CEO SUMMIT XVIII - PUBLIC ANNOUNCEMENT Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XVIII to be held April 14-15, 2010 at the Ritz Carlton Hotel in New York, NY. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. The topics presented in the general sessions are also discussed in-depth in five break-out sessions, structured around newsworthy topics. Tiburon CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive. Click Here for Full Story October 23, 2009 - TIBURON CURRENT EVENTS - KEY FINDINGS Tiburon is pleased to announce the release of its new research report on Current Events. The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & channels, various markets & distribution channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment. This is the second draft of Tiburon’s research on this topic. This research release summarizes some of the report's key findings. Click Here for Full Story October 16, 2009 - TIBURON FINANCIAL SERVICES INDUSTRY TECHNOLOGY - KEY FINDINGS Tiburon is pleased to announce the release of its new research report on Financial Advisor Technology. The purpose of this report is to provide readers with an initial understanding of financial advisor technology & outsourcing strategies, including sales enabling technology, financial planning technology, asset allocation technology, trade order management systems, data & research services, data download technology, portfolio management technology, account aggregation technology, contact management systems, & financial advisor workstations. This research release summarizes some of the report's key findings. Click Here for Full Story October 9, 2009 - TIBURON CEO SUMMIT XVII - CHIP ROAME OPENING KEYNOTE PRESENTATION HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. Tiburon CEO Summit XVII was held this week in San Francisco, CA. Over 100 senior industry executives took two days out of their busy schedules to participate. Tiburon Managing Principal Chip Roame opened CEO Summit XVII by presenting a new agenda to attendees. Click Here for Full Story October 2, 2009 - TIBURON CEO SUMMIT XVII - IN THE NEWS Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers generally support the twin themes of focusing on consumer needs and challenging conventional wisdom. General sessions also often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Click Here for Full Story September 25, 2009 - TIBURON FINANCIAL ADVISOR TECHNOLOGY - KEY FINDINGS Tiburon is pleased to announce the release of its new research report on Financial Advisor Technology. The purpose of this report is to provide readers with an initial understanding of financial advisor technology & outsourcing strategies, including sales enabling technology, financial planning technology, asset allocation technology, trade order management systems, data & research services, data download technology, portfolio management technology, account aggregation technology, contact management systems, & financial advisor workstations. This research release summarizes some of the report's key findings. Click Here for Full Story September 18, 2009 - TIBURON CEO SUMMIT XVII - CONFIRMED ATTENDEES ANNOUNCEMENT Tiburon is pleased to announce that the following 109 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XVII, taking place October 7-8, 2009 at the Ritz Carlton Hotel in San Francisco, CA. Click Here for Full Story September 11, 2009 - TIBURON CEO SUMMIT XVII - GUEST SPEAKERS ANNOUNCEMENT The next Tiburon CEO Summit will be held October 7-8, 2009 at the Ritz Carlton Hotel in San Francisco, CA. There are over twenty planned sessions. Along with Tiburon's Managing Principal Chip Roame, guest speakers will include Jon Baum (CEO, The Dreyfus Corporation), John Calamos (CEO, Calamos Asset Management), Deena Katz (Chairman, Evensky & Katz and Associate Professor, Texas Tech University), Pete Kight (Vice Chairman, Fiserv), Steve Lockshin (CEO, Convergent Wealth Advisors), Andrew Rudd (CEO, Advisor Software & Former CEO, Barra), Steve Wallman (CEO, Foliofn), & Jim Weddle (Managing Partner, Edward Jones & Company). Click Here for Full Story September 4, 2009 - TIBURON FINANCIAL ADVISOR PROFILES - KEY FINDINGS The purpose of this report is to provide readers with an initial understanding of the profiles & best practices of leading financial advisory firms across a wide variety of traditionally defined markets & distribution channels. The report includes detailed profiles of over 700 leading financial advisory firms (a wholesaler's bible), seeking to identify best practices in critical areas such as sales & marketing, staffing & compensation, technology use, & succession planning. This is the second draft of Tiburon’s research on this topic. Click Here for Full Story August 28, 2009 - TIBURON FEE-BASED FINANCIAL ADVISORS - KEY FINDINGS The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & channels, various markets & distribution channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment. This is the second draft of Tiburon’s research on this topic. Click Here for Full Story August 21, 2009 - TIBURON CURRENT EVENTS - KEY FINDINGS The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & channels, various markets & distribution channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment. This is the second draft of Tiburon’s research on this topic. Click Here for Full Story August 14, 2009 - TIBURON CEO SUMMIT XVII - AWARDS RECIPIENTS Tiburon is pleased to announce the recipients of its inaugural Tiburon CEO Summit Awards. Charles Schwab (Chairman, The Charles Schwab Corporation) will be given Tiburon's award for Maintaining a Focus on Consumer Needs. Ken Fisher (CEO, Fisher Investments) will be given Tiburon's award for Challenging Conventional Wisdom. Tiburon believes that maintaining a focus on consumer needs and challenging conventional wisdom are two of the keys to success in the rapidly evolving financial services industry. These awards will be presented at Tiburon CEO Summit XVII October 7-8, 2009 at the Ritz Carlton Hotel in San Francisco, CA. Click Here for Full Story August 7, 2009 - TIBURON FEE-BASED FINANCIAL ADVISORS (RIAs) - KEY FINDINGS The purpose of this report is to provide readers with an initial understanding of the fee-based financial advisors (RIAs) market, the fastest growing financial services market & distribution channel. The report goes to painstaking efforts to define this market, which is often improperly defined and measured by others. A parallel report published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Fee-Based Financial Advisors, provides extensive bottom up analysis of the specific actions of fee-based financial advisors. This report provides a top down view of the market. This is the second draft of Tiburon's research on this topic. Click Here for Full Story July 31, 2009 - TIBURON CEO SUMMIT XVII - MEETING AGENDA Tiburon CEO Summit XVII, taking place in San Francisco, CA will officially start at 7:45am on Wednesday, October 7, 2009, include a group dinner that night in Tiburon and finish at 5:30pm on Thursday, October 8, 2009. Tiburon will host a casual dinner at a classic San Francisco restaurant on Thursday evening at 6:00pm for local guests or those staying beyond the close of the Tiburon CEO Summit. More casually, Tiburon CEO Summit XVII will begin with a cocktail reception the prior evening, Tuesday, October 6, 2009 at 6:00pm, at the Ritz Carlton Hotel in San Francisco, CA. Click Here for Full Story July 24, 2009 - TIBURON CEO SUMMIT XVII - PUBLIC ANNOUNCEMENT Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XVII to be held October 7-8, 2009 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon's Managing Principal Chip Roame will open the CEO Summit by addressing the state of the financial services industry. Tiburon CEO Summit XVII will also include the inaugural CEO Summit Awards presentation in addition to nine featured guest speakers, the firm's three traditional client-centric panel discussions - Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers - a current events general session panel discussion, six less formal break-out sessions, a Q&A session with Tiburon's Managing Principal Chip Roame, & three wonderful social events. Click Here for Full Story July 17, 2009 - TIBURON WINE INVESTMENTS - KEY FINDINGS The purpose of this report is to provide readers with an initial understanding of opportunities for investing in the wine market, including vineyards, collections, & futures. In the market for alternative investments, none can be much more fun than investing in the wine industry. As a passion of Tiburon's managing principal, Tiburon is able to address the history of wine making, wine vintages & ratings, core wine varietals, wine growing regions & appellations, and ways of investing in this booming market. This is the third draft of Tiburon’s research on this topic... Click Here for Full Story June 26, 2009 - TIBURON FSI MERGERS & ACQUISITIONS - KEY FINDINGS The purpose of this report is to provide readers with an initial understanding of the rapid consolidation taking place in the banking, brokerage, insurance, & asset management industries. Over recent decades, Glass Steagall has fallen and the financial services industry has picked up its mergers & acquisitions trend. Banks have acquired other banks, brokerage firms, & asset managers. Insurance companies have acquired other insurance companies, independent broker/dealers, & asset managers. Full-service brokerage firms have acquired other full-service brokerage firms and asset managers. And asset managers have acquired one another. With all this activity, what is left? Lots! This report profiles the enormous number of transactions that have taken place and lays the groundwork for the expected consolidation over the coming decade. The acquisition market continues to evolve and data still seems to be analyzed in silos. As a result, Tiburon’s primary objective of this report was to bring a common set of facts to all market participants. This is the third draft of Tiburon’s research on this topic. Tiburon’s first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report and outlined the framework for gathering more data. Tiburon’s second draft of this report was published in 2008; that draft coordinated the prior findings of this report with Tiburon’s banking, brokerage, and insurance industry reports. This is Tiburon’s third draft of this report... Click Here for Full Story June 19, 2009 - TIBURON FUTURE OF ADVICE - KEY FINDINGS Tiburon is pleased to announce the release of its newest report covering The Future of Advice. The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of current events, consumer wealth, & institutional markets. The report then outlines five keys for product delivery in the future - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services, and predicts the winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities. This is the third draft of Tiburon’s research on this topic.. Click Here for Full Story June 12, 2009 - TIBURON ONLINE TOOLS & ADVICE - KEY FINDINGS Tiburon is pleased to announce the release of its newest report covering Online Tools & Advice. The purpose of this report is to provide readers with an initial understanding of the online tools & advice market, including web-based technologies serving both consumers and/or financial advisors. This market is dynamic, as consumer-oriented and financial advisor-oriented products are being consolidated, and traditional software products are increasingly being moved to the web. This is the second draft of Tiburon’s research on this topic. Click Here for Full Story June 5, 2009 - TIBURON CURRENT EVENTS - KEY FINDINGS Tiburon is pleased to announce the release of its newest reports on technologies utilized by financial services institutions, including Financial Services Industry Technology & Financial Advisor Technology. The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment. This is the second draft of Tiburon’s research on this topic. Click Here for Full Story May 29, 2009 - TIBURON TECHNOLOGY REPORTS - FINANCIAL SERVICES TECHNOLOGY & FINANCIAL ADVISOR TECHNOLOGY - KEY FINDINGS Tiburon is pleased to announce the release of its newest reports on technologies utilized by financial services institutions, including Financial Services Industry Technology & Financial Advisor Technology. The purpose of these reports is to provide readers with an initial understanding of the vast array of technologies put to use in both the broader financial services industry and among financial advisors. This represents Tiburon's first draft of its report on Financial Services Industry Technology and Tiburon's third draft of its report on Financial Advisor Technology. Click Here for Full Story May 22, 2009 - TIBURON 2009 RESEARCH REPORT ACCESS PROGRAM & MARKET SEMINAR BUNDLED PACKAGE At the suggestion of numerous Tiburon clients, Tiburon has created a Research Report Access Program & Market Seminar bundled package. For just $35,000, mid-year access program subscribers gain firm-wide access to the entire Tiburon research report library (a $25,000 value) and may also engage a Tiburon principal and the lead research manager on any Tiburon research report to present such report, answer questions, and brainstorm the implications of such in a half day visit with a client's executives. A market seminar is usually $15,000 to $20,000 plus travel expenses. Hence the Tiburon 2009 Research Report Access Program & Market Seminar Bundle provides clients with terrific value Click Here for Full Story May 15, 2009 - TIBURON CEO SUMMIT XVII - PUBLIC ANNOUNCEMENT Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XVII to be held October 7-8, 2009 in San Francisco, CA at the Ritz Carlton Hotel. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. Along with Tiburon's Managing Principal Chip Roame, guest speakers at Tiburon CEO Summit XVII will include:
Click Here for Full Story May 8, 2009 - TIBURON CEO SUMMIT XVI - GENERAL SESSION PANEL HIGHLIGHTS One of the key themes of every Tiburon CEO Summit is the need to more closely listen to clients. Tiburon CEO Summit XVI included four general session panel discussions, which included a current events panel to discuss the challenges inherent to working in an evolving regulatory environment, as well as the usual Tiburon CEO Summits' general session panel discussions (Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers). All allowed Tiburon CEO-level clients to face issues head on and in an unvarnished way. This is in sharp contrast to most CEOs' daily activities, where they are forced to rely on interpreting marketing data or listening to anecdotal stories from their sales forces. Addressing their peers & constituents first-hand through questions & answers helps Tiburon clients further consider innovative ideas for serving these different client groups. Click Here for Full Story May 1, 2009 - TIBURON CEO SUMMIT XVI - PHOTO COLLECTION Tiburon is pleased to release its collection of photographs from Tiburon CEO Summit XVI, which was held on April 15-16, 2009 in New York and included over 20 fantastic sessions, including Tiburon Managing Principal Chip Roame's Opening Keynote Presentation, the highly-rated general session panels, nine terrific guest speaker presentations, six break-out sessions, abundant networking opportunities, & two wonderful social events. Click Here for Full Story April 24, 2009 - TIBURON CEO SUMMIT XVI - GUEST SPEAKER PRESENTATION HIGHLIGHTS Tiburon CEO Summit XVI was held this week in New York, NY. Over 125 senior industry executives took two full days out of their busy schedules to participate. The nine terrific general session guest speakers included Jud Bergman (CEO, Envestnet Asset Management), Jessica Bibliowicz (CEO, National Financial Partners), Mark Casady (CEO, LPL Financial), Kip Condron (CEO, Axa Financial), Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel), Ken Fisher (CEO, Fisher Investments), Roger Ibbotson (Professor, Yale University; Chairman, Zebra Capital Management; & Former CEO, Ibbotson Associates), Scott Powers (CEO, State Street Global Advisors), & Paul Stevens (CEO, Investment Company Institute). Click Here for Full Story April 17, 2009 - TIBURON CEO SUMMIT XVI - CHIP ROAME OPENING KEYNOTE PRESENTATION HIGHLIGHTS Tiburon CEO Summit XVI was held this week in New York, NY. Over 125 senior industry executives took two full days out of their busy schedules to participate. Tiburon Managing Principal Chip Roame opened CEO Summit XVI by addressing the state of the financial services industry. Click Here for Full Story April 10, 2009 - TIBURON PRODUCTS & SERVICES - KEY FINDINGS Tiburon is pleased to announce the release of its newest report on Products & Services. The purpose of this report is to provide readers with an initial understanding of the vast array of investment & wealth management products & services. This report serves to summarize Tiburon’s views on various products & services markets, including cash investments & bank savings products, individual securities & capital markets, mutual funds, separately managed accounts & other fee-account programs, ETFs & indexing, alternative investments, wealth management services, and family office services. This is the second draft of Tiburon’s research on this topic. Click Here for Full Story April 3, 2009 - TIBURON MARKETS & DISTRIBUTION CHANNELS - KEY FINDINGS Tiburon is pleased to announce the release of its newest report on Markets & Distribution Channels. The purpose of this report is to provide readers with an initial understanding of the vast array of markets & distribution channels through which financial services products are delivered, including the self-serve, financial advisor, institutional, & international channels. As flows across these channels have grown the quickest in the various financial advisor channels, this report emphasizes the highlights and developments in retail banks, full-service brokerage firms, independent reps, fee-based financial advisors, other financial advisors (such as insurance agents, CPA firms, & estate attorneys), and several upscale channels (such as private banks, investment banks, and family offices). This is the second draft of Tiburon's research on this topic. Click Here for Full Story March 27, 2009 - TIBURON CURRENT EVENTS - KEY FINDINGS Tiburon is pleased to announce the release of its newest report on Current Events. The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment. This is the second draft of Tiburon’s research on this topic. Click Here for Full Story March 20, 2009 - TIBURON RESEARCH REPORTS - MARCH 2009 RELEASES Tiburon is pleased to share its March 2009 research report releases, which include ten new, updated, and/or revised research reports, including ... Click Here for Full Story March 13, 2009 - TIBURON CEO SUMMIT XVI - TIBURON CEO SUMMIT CONFIRMED ATTENDEES Tiburon is pleased to announce that the following 149 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XVI (far in excess of the firm's expectations) ... Click Here for Full Story March 6, 2009 - TIBURON CEO SUMMIT XVI - MEETING AGENDA ANNOUNCEMENT Tiburon CEO Summit XVI will officially start at 7:45am on Wednesday, April 15, 2009, include a group dinner that night in New York and finish at 5:45pm on Thursday, April 16, 2009. More casually, Tiburon CEO Summit XVI will begin with a cocktail reception the prior evening, Tuesday, April 14, 2009 at 6:00pm, at the Ritz Carlton Hotel in New York, NY (Battery Park City). Click Here for Full Story February 27, 2009 - TIBURON CEO SUMMIT XVI - GUEST SPEAKERS ANNOUNCEMENT Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the nine guest speakers who will be presenting at the upcoming Tiburon CEO Summit XVI taking place April 15-16, 2009 in New York's Ritz Carlton Hotel. This announcement provides speaker bios and outlines planned speech topics. Click Here for Full Story February 20, 2009 - TIBURON FUTURE OF ADVICE - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Future of Advice. This research release summarizes some of the report's key findings. Click Here for Full Story February 13, 2009 - TIBURON JANUARY RESEARCH REPORT RELEASES Tiburon is pleased to announce its January research report releases, which include ten new, updated, and/or revised research reports, bringing Tiburon’s research report library to 48 increasingly comprehensive reports across an increasingly wide set of product & market areas. Two of the best reports are those that address the markets for Independent Reps & Independent Broker/Dealers and for Fee-Based Financial Advisors (RIAs). Given the recent issues and consolidations at the wirehouses, many are predicting big moves (likely too big) to the twin independent channels. LPL is becoming a formidable competitor in the IBD channel with over 11,000 reps and Schwab's RIA flows now far outdistance those at any of the wirehouses. In any case, these two reports serve as comprehensive reviews of those two markets. Click Here for Full Story February 6, 2009 - TIBURON CEO SUMMIT XV - PHOTO COLLECTION Tiburon CEO Summit XV included over 15 separate sessions, including general session speaker presentations, panel discussions, break-out sessions, and several great social & networking events. Tiburon is pleased to announce the release of its first Tiburon CEO Summit Photo Collection. Click Here for Full Story January 30, 2009 - TIBURON INDEPENDENT REPS & INDEPENDENT BROKER/DEALERS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Independent Reps & Independent Broker/Dealers Markets. This research release summarizes some of the report's key findings. Click Here for Full Story January 23, 2009 - TIBURON CEO SUMMIT XV - BREAK-OUT SESSIONS - HIGHLIGHTS Tiburon CEO Summit XV was held October 14-15, 2008 in San Francisco, CA at the Ritz Carlton Hotel. The Summit started at 7:45am on Tuesday, October 14, included a networking dinner that evening in Tiburon, & concluded at 4:15pm on Wednesday, October 15. Over 100 senior industry executives took two days out of their busy schedules to participate. Six break-out sessions were held, allowing attendees to informally debate trends and business strategies Click Here for Full Story January 16, 2009 - TIBURON FEE-BASED FINANCIAL ADVISORS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Fee-Based Financial Advisors (RIAs). This research release summarizes some of the report's key findings. Click Here for Full Story January 9, 2009 - TIBURON 2009 RESEARCH REPORT ACCESS PROGRAM Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, primarily provides market research & strategy consulting services. Tiburon's Research Report Access Program helps dozens of Tiburon's clients consolidate their research needs & budgets. This is a great opportunity to follow Tiburon research closely throughout the entire year and significantly add to your firm's research library. Click Here for Full Story January 2, 2009 - TIBURON YEAR-END LETTER - 2008 Holiday greetings from Tiburon!!! Tiburon regards its working relationship with its clients as a partnership; the firm’s success is closely intertwined with that of its clients and the projects on which it works. Accordingly, Tiburon has promised to keep its clients (and some select prospects) in the loop on its industry views and the firm's developments in the form of this annual letter. Click Here for Full Story December 26, 2008 - TIBURON ONLINE TOOLS & ADVICE - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Online Tools & Advice. This research release summarizes some of the report's key findings. Click Here for Full Story December 19, 2008 - TIBURON CEO SUMMIT XV GENERAL SESSION PANEL DISCUSSIONS One of the key themes of every Tiburon CEO Summit is the need to more closely listen to clients and peers. In open acknowledgment of the truly unique market conditions created by the 2008 credit crisis, Tiburon CEO Summit XV included a special general session current events panel in addition to its usual Tiburon CEO Summits' general session panel discussions (Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers). All allowed Tiburon CEO-level clients to hear directly from their constituents in an unvarnished way. This is in sharp contrast to most CEOs' daily activities, where they are forced to rely on interpreting marketing data or listening to anecdotal stories from their sales forces. Addressing these constituents first-hand through questions & answers helps Tiburon clients further consider innovative ideas for serving these different client groups. Click Here for Full Story December 12, 2008 - TIBURON UPSCALE CHANNELS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Upscale Channels. This research release summarizes the updates and improvements to three Tiburon research reports. Click Here for Full Story December 5, 2008 - TIBURON ONLINE BROKERAGES - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Online Brokerages. This research release summarizes the updates and improvements to three Tiburon research reports. Click Here for Full Story November 28, 2008 - TIBURON FINANCIAL ADVISOR WINNING TACTICS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research reports in Financial Advisor Winning Tactics. This research release summarizes the updates and improvements to three Tiburon research reports. Click Here for Full Story November 21, 2008 - TIBURON CEO SUMMIT XVI - PUBLIC ANNOUNCEMENT Tiburon Strategic Advisors is pleased to announce its upcoming CEO Summit XVI to be held April 15-16, 2009 in New York, NY at the Ritz Carlton Hotel. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, and wealth management businesses. Along with Tiburon's Managing Principal Chip Roame, guest speakers at Tiburon CEO Summit XVI will include:
Click Here for Full Story November 14, 2008 - TIBURON NOVEMBER RESEARCH REPORT RELEASES Tiburon is pleased to announce its November research report releases, which include eleven new, updated, and/or revised research reports, bringing Tiburon’s research report library to 47 increasingly comprehensive reports across an increasingly wide set of product & market areas. Three of the best reports are those that address current events, the rapidly growing separately managed accounts market, and estate planning & charitable giving. The financial advisor technology report also offers good frameworks and an interesting discussion on outsourcing. Tiburon also took steps to refine several other Tiburon reports, including its reports on Online Tools & Advice, Online Brokerage, Online Banking & Mortgages, Online Insurance, Upscale Channels, Financial Advisor Business Plans & Networking, & Financial Advisor Profiles; all of these reports provide various levels of detail and all will be pushed towards comprehensiveness next year. Click Here for Full Story November 7, 2008 - TIBURON SEPARATELY MANAGED ACCOUNTS AND OTHER FEE-ACCOUNT PROGRAMS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Separately Managed Accounts & Other Fee-Account Programs. This research release summarizes some of the report's key findings. Click Here for Full Story October 31, 2008 - TIBURON CEO SUMMIT XV GUEST SPEAKER PRESENTATION HIGHLIGHTS Tiburon CEO Summit XV was held October 14-15, 2008 in San Francisco, CA at the Ritz Carlton Hotel. The Summit started at 7:45am on Tuesday, October 14, included a networking dinner that evening in Tiburon, & concluded at 4:15pm on Wednesday, October 15. Over 100 senior industry executives took two days out of their busy schedules to participate. Chip Roame (Managing Principal, Tiburon Strategic Advisors), Bruce Bond (CEO, Power Shares), Bill Hambrecht (CEO, WR Hambrecht + Company & Former CEO, Hambrecht & Quist), Norm Malo (CEO, National Financial Services Corporation), Joe Mansueto (CEO, Morningstar), & Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; & Former CEO, Barra) made general session presentations. Click Here for Full Story October 24, 2008 - TIBURON CEO SUMMIT XV OPENING KEYNOTE SUMMARY Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. Tiburon CEO Summit XV was held last week in San Francisco, CA. Over 100 senior industry executives took two days out of their busy schedules to participate. Tiburon Managing Principal Chip Roame opened CEO Summit XV by addressing the state of the financial services industry. Click Here for Full Story October 17, 2008 - TIBURON INDEPENDENT REPS & INDEPENDENT BROKER/DEALERS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Independent Reps & Independent Broker/Dealers. This research release summarizes some of the report's key findings. Click Here for Full Story October 10, 2008 - TIBURON SEPTEMBER RESEARCH REPORT RELEASES Tiburon is pleased to announce its September research report releases, which include quite a variety of reports. Three of the best reports are those that address consumer wealth & the recent decline in home equity, the rapidly growing separately managed accounts market, and the quickly consolidating independent rep market. Tiburon also took some steps to refine more than a dozen other Tiburon reports, including its reports on institutional markets, mutual funds, ETFs & indexing, venture capital & private equity, insurance products, retail banks, fee-based financial advisors, insurance agents, upscale channels, English speaking countries markets, Europe, Middle East, & Africa, technology, and financial advisor profiles. And Tiburon also pushed further into the self-serve market with its first drafts of reports on online brokerage, online banking & mortgages, online insurance, & online tools & advice; all of these reports provide various levels of detail and all will be pushed towards comprehensiveness next year. Click Here for Full Story October 3, 2008 - TIBURON SEPTEMBER RESEARCH REPORT RELEASES Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce its September research report releases, increasing Tiburon’s library of research reports to 47 reports. Every two months, Tiburon releases at least one research report that provides relatively comprehensive top-down overviews of specific product or service areas, markets & distribution channels, financial advisor issues, and/or strategic corporate issues. These new reports generally have thoughtful storylines, accurate & up-to-date data, and growing appendices (profiles of industry competitors). In this cycle, Tiburon is pleased to release new comprehensive research reports addressing:
Along with publishing the more comprehensive reports above, Tiburon also regularly seeks to publish initial versions and/or make minor updates to existing reports so as to create something to build upon and/or to make existing reports more useful to Tiburon clients. While these versions may lack the comprehensiveness of other Tiburon research reports, they may be useful to select Tiburon clients. For instance some clients utilize select parts such as a history chapter or a company’s profile. Many of these reports will be more comprehensively addressed later this year. By way of this email, Tiburon is also releasing an additional eight initial and/or updated Tiburon reports:
Click Here for Full Story September 26, 2008 - TIBURON ONLINE TOOLS & ADVICE - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Online Tools & Advice. This research release summarizes some of the report's key findings. Click Here for Full Story September 19, 2008 - TIBURON ETFs & INDEXING - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on ETFs & Indexing. This research release summarizes some of the report's key findings. Click Here for Full Story September 12, 2008 - TIBURON FEE-BASED FINANCIAL ADVISORS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Fee-Based Financial Advisors (RIAs). This research release summarizes some of the report's key findings. Click Here for Full Story September 5, 2008 - TIBURON UPSCALE CHANNELS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Upscale Channels. This research release summarizes some of the report's key findings. Click Here for Full Story August 29, 2008 - TIBURON ENGLISH SPEAKING COUNTRIES MARKETS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on English Speaking Countries Markets. This research release summarizes some of the report's key findings. Click Here for Full Story August 22, 2008 - TIBURON HEDGE FUNDS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Hedge Funds. This research release summarizes some of the report's key findings. Click Here for Full Story August 15, 2008 - TIBURON FINANCIAL ADVISOR BENCHMARKING & BEST PRACTICES - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Financial Advisor Benchmarking & Best Practices. This research release summarizes some of the report's key findings. Click Here for Full Story August 8, 2008 - TIBURON SEPARATELY MANAGED ACCOUNTS AND OTHER FEE-ACCOUNT PROGRAMS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Separately Managed Accounts & Other Fee-Account Programs. This research release summarizes some of the report's key findings. Click Here for Full Story August 1, 2008 - TIBURON INDEPENDENT BROKER/DEALERS MARKETS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Independent Broker/Dealers Markets. This research release summarizes some of the report's key findings. Click Here for Full Story July 25, 2008 - TIBURON RETAIL BANKS MARKET - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Retail Banks Market. This research release summarizes some of the report's key findings. Click Here for Full Story July 18, 2008 - TIBURON JULY RESEARCH REPORT RELEASES Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce its July research report releases, increasing Tiburon’s library of research reports to 42 reports. Every two months, Tiburon releases at least one research report that provide relatively comprehensive top-down overviews of specific product or service areas, markets & distribution channels, financial advisor issues, and/or strategic corporate issues. These new reports generally have thoughtful storylines, accurate & up-to-date data, and growing appendices (profiles of industry competitors). In this cycle, Tiburon is pleased to release new comprehensive research reports addressing:
Along with publishing the more comprehensive reports above, Tiburon also regularly seeks to publish initial versions and/or make minor updates to existing reports so as to create something to build upon and/or to make existing reports more useful to Tiburon clients. While these versions may lack the comprehensiveness of other Tiburon research reports, they may be useful to select Tiburon clients. For instance some clients utilize select parts such as a history chapter or a company’s profile. Many of these reports will be more comprehensively addressed later this year. By way of this email, Tiburon is also releasing an additional eight initial and/or updated Tiburon reports:
Click Here for Full Story July 11, 2008 - FINANCIAL ADVISOR MERGERS & ACQUISITIONS - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Financial Advisor Mergers & Acquisitions. This research release summarizes some of the report's key findings. Click Here for Full Story July 4, 2008 - CURRENT EVENTS RESEARCH REPORT - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Current Events. This research release summarizes some of the report's key findings. Click Here for Full Story June 27, 2008 - CONSUMER WEALTH RESEARCH REPORT - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Consumer Wealth, Liquidation, & the Retirement Income Challenge. This research release summarizes some of the report's key findings. Click Here for Full Story June 20, 2008 - FINANCIAL ADVISOR BENCHMARKING & BEST PRACTICES RESEACH REPORT - KEY FINDINGS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Financial Advisor Benchmarking & Best Practices. This research release summarizes some of the report's key findings. Click Here for Full Story June 13, 2008 - TIBURON CEO SUMMIT XIV - PUBLIC ANNOUNCEMENT Tiburon Strategic Advisors is pleased to announce its upcoming CEO Summit XV to be held October 14-15, 2008 in San Francisco, CA at the Ritz Carlton Hotel. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, and wealth management businesses. Along with Tiburon's Managing Principal Chip Roame, guest speakers at Tiburon CEO Summit XV will include:
Click Here for Full Story June 6, 2008 - TIBURON CEO SUMMIT XIV - GUEST SPEAKERS SUMMARY Tiburon Strategic Advisors held Tiburon CEO Summit XIV last April in New York, NY. Over 125 senior industry executives attended and participated. Chip Roame (Managing Principal, Tiburon Strategic Advisors), Walt Bettinger (President, The Charles Schwab Corporation), Mike Byrum (President, Rydex Investments), Joe Deitch (CEO, Commonwealth Financial Network), John Hailer (CEO, Natixis Global Advisors), Joe Moglia (CEO, TD Ameritrade), John Murphy (CEO, Oppenheimer Funds), Bob Pozen (Chairman, MFS Investment Management), Ron Ryan (CEO, Ryan ALM), & Michael Steinhardt (Chairman, Wisdom Tree Investments) made general session presentations. Tiburon CEO Summit XIV also included three client-oriented general session panel discussions, including the Ask the Consumers, Ask the Advisors, and Ask the Distributors panels. The topics presented in the general sessions were also discussed in-depth in three break-out sessions, structured around newsworthy topics. Tiburon's CEO Summits have become a unique forum for industry CEOs and leading strategy officers to gather and debate the future of the brokerage, investments, advice, and wealth management businesses. Tiburon's research serves as the foundation of the CEO Summits and all participants share views openly. To facilitate further information sharing, Tiburon provides a series of summaries like this one after each CEO Summit. Click Here for Full Story May 30, 2008 - TIBURON RESEARCH REPORT RETAINER Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, primarily provides market research & strategy consulting services. Tiburon's Research Report Retainer Service, helps many of Tiburon's largest clients consolidate their research needs & budgets. This is a great opportunity to follow Tiburon research closely throughout the entire year and significantly add to your firm's research library. Click Here for Full Story May 23, 2008 - TIBURON CONSUMER WEALTH RESEARCH REPORT - KEY HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Consumer Wealth, Liquidation, & the Retirement Income Challenge. This research release summarizes some of the report's highlights. Along with publishing the more comprehensive reports above, Tiburon also regularly seeks to publish initial versions and/or make minor updates to existing reports so as to create something to build upon and /or to make existing reports more useful to Tiburon clients. While these versions may lack the comprehensiveness of other Tiburon research reports, they may be useful to select Tiburon clients. For instance some clients utilize select parts such as a history chapter or a company’ Click Here for Full Story May 16, 2008 - TIBURON MAY RESEARCH REPORT RELEASES Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce its May research report releases, increasing Tiburon’s library of research reports to 41 reports. Every two months, Tiburon releases at least one research report that provide relatively comprehensive top-down overviews of specific product or service areas, markets & distribution channels, financial advisor issues, and/or strategic corporate issues. These new reports generally have thoughtful storylines, accurate & up-to-date data, and growing appendices (profiles of industry competitors). In this cycle, Tiburon is pleased to release a new comprehensive research report addressing:
Along with publishing the more comprehensive reports above, Tiburon also regularly seeks to publish initial versions and/or make minor updates to existing reports so as to create something to build upon and /or to make existing reports more useful to Tiburon clients. While these versions may lack the comprehensiveness of other Tiburon research reports, they may be useful to select Tiburon clients. For instance some clients utilize select parts such as a history chapter or a company’s profile of some reports. Many of these reports will be more comprehensively addressed later this year. By way of this email, Tiburon is also releasing an additional ten initial and/or updated Tiburon reports:
Click Here for Full Story May 9, 2008 - TIBURON CEO SUMMIT XIV - BREAK-OUT SESSIONS SUMMARY Tiburon Strategic Advisors held Tiburon CEO Summit XIV last month in New York, NY. Over 125 senior industry executives attended and participated. Chip Roame (Managing Principal, Tiburon Strategic Advisors), Walt Bettinger (President, The Charles Schwab Corporation), Mike Byrum (President, Rydex Investments), Joe Deitch (CEO, Commonwealth Financial Network), John Hailer (CEO, Natixis Global Advisors), Joe Moglia (CEO, TD Ameritrade), John Murphy (CEO, Oppenheimer Funds), Bob Pozen (Chairman, MFS Investment Management), Ron Ryan (CEO, Ryan ALM), & Michael Steinhardt (Chairman, Wisdom Tree Investments) made general session presentations. The CEO Summit also included three client-oriented general session panel discussions, including the Ask the Consumers, Ask the Advisors, and Ask the Distributors panels. The topics presented in the general sessions were also discussed in-depth in three break-out sessions, structured around newsworthy topics. Tiburon's CEO Summits have become a unique forum for industry CEOs and leading strategy officers to gather and debate the future of the brokerage, investments, advice, and wealth management businesses. Tiburon's research serves as the foundation of the CEO Summits and all participants share views openly. To facilitate further information sharing, Tiburon provides a series of summaries like this one after each CEO Summit. Click Here for Full Story May 2, 2008 - TIBURON CEO SUMMIT XIV - GENERAL SESSION PANELS SUMMARY Tiburon Strategic Advisors held Tiburon CEO Summit XIV earlier this month in New York, NY. Over 125 senior industry executives attended and participated. Chip Roame (Managing Principal, Tiburon Strategic Advisors), Walt Bettinger (President, The Charles Schwab Corporation), Mike Byrum (President, Rydex Investments), Joe Deitch (CEO, Commonwealth Financial Network), John Hailer (CEO, Natixis Global Advisors), Joe Moglia (CEO, TD Ameritrade), John Murphy (CEO, Oppenheimer Funds), Bob Pozen (Chairman, MFS Investment Management), Ron Ryan (CEO, Ryan ALM), & Michael Steinhardt (Chairman, Wisdom Tree Investments) made general session presentations. The CEO Summit also included three client-oriented general session panel discussions, including the Ask the Consumers, Ask the Advisors, and Ask the Distributors panels. The topics presented in the general sessions were also discussed in-depth in three break-out sessions, structured around newsworthy topics. Tiburon's CEO Summits have become a unique forum for industry CEOs and leading strategy officers to gather and debate the future of the brokerage, investments, advice, and wealth management businesses. Tiburon's research serves as the foundation of the CEO Summits and all participants share views openly. To facilitate further information sharing, Tiburon provides a series of summaries like this one after each CEO Summit. Click Here for Full Story April 25, 2008 - TIBURON CONFERENCE SPEECH CAPABILITIES Tiburon Strategic Advisors, a market research & strategy consulting firm serving the brokerage and investment management industry, is widely known in the financial services industry for delivering top-notch keynote conference speeches. Over the past ten years, Tiburon executives have given hundreds of conference speeches to both financial industry executives and financial advisors. Common audiences for Tiburon speakers include executive offsites, employee meetings, sales meetings, national & regional trade group meetings, advisor annual conferences, advisor top producers trips, and advisor due diligence trips. This release provides information on Tiburon's conference speaking capabilities and necessary instructions for scheduling a Tiburon executive for a speech. Click Here for Full Story April 18, 2008 - TIBURON CEO SUMMIT XIV - KEYNOTE SUMMARY Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. Tiburon CEO Summit XIV was held last week in New York, NY. Over 125 senior industry executives took two days out of their busy schedules to participate. Tiburon Managing Principal Chip Roame opened CEO Summit XIV with a brief overview of the vision surrounding the Tiburon CEO Summits, and thanked the Tiburon CEO Summit planning committee members, Tiburon CEO Summit XIV guest speakers, and Tiburon CEO Summit XIV Sponsors. He then gave a brief overview of the past six months' most newsworthy events & most insightful Tiburon research findings, while offering an assessment of the state of the financial services industry. Mr. Roame finished by introducing the nine CEO Summit guest speakers, including Walt Bettinger (President, The Charles Schwab Corporation), Mike Byrum (President, Rydex Investments), Joe Deitch (CEO, Commonwealth Financial Network), John Hailer (CEO, Natixis Global Associates), Joe Moglia (CEO, TD Ameritrade), John Murphy (CEO, Oppenheimer Funds), Bob Pozen (Chairman, MFS Investment Management), Ron Ryan (CEO, Ryan ALM), and Michael Steinhardt (Chairman, Wisdom Tree Investments). Click Here for Full Story April 11, 2008 - TIBURON RESEARCH REPORT RETAINER Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, primarily provides market research & strategy consulting services. This week Tiburon is hosting Tiburon CEO Summit XIV in New York, NY to discuss & debate its research with industry leaders. If your firm was not able to attend Tiburon CEO Summit XIV the Research Report Retainer Service is an excellent way to stay up to date on Tiburon's research. Tiburon's Research Report Retainer Service, helps many of Tiburon's largest clients consolidate their research needs & budgets. This is a great opportunity to follow Tiburon research closely throughout the entire year and significantly add to your firm's research library. Click Here for Full Story April 4, 2008 - TIBURON CEO Summit XIV - GUEST SPEAKERS ANNOUNCEMENT Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be held April 10-11, 2008 at the Ritz Carlton Hotel in New York, NY. Along with two other speakers (announced in prior research releases), Tiburon is pleased to announce Mike Byrum (President, Rydex Investments), Joe Deitch (CEO, Commonwealth Financial Network), John Hailer (CEO, Natixis Global Asset Management), John Murphy (CEO, Oppenheimer Funds), Bob Pozen (Chairman, MFS Investment Management), Ron Ryan (CEO, Ryan ALM), & Michael Steinhardt (Chairman, Wisdom Tree Investments), will join Walt Bettinger (President, The Charles Schwab Corporation) & Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group) and Tiburon's Managing Principal Chip Roame. Click Here for Full Story March 28, 2008 - TIBURON FINANCIAL ADVISORS MERGERS & ACQUISITIONS RESEARCH REPORT - KEY HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased release highlights from its newly updated research report on Financial Advisors Mergers & Acquisitions: A Comprehensive Overview of Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors. Click Here for Full Story March 21, 2008 - TIBURON FEE-ONLY FINANCIAL ADVISORS (RIAs) MARKET RESEARCH REPORT - KEY HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased release highlights from its newly updated research report on the Fee-Only Financial Advisors Market: An Initial Overview of the Fee-Only Financial Advisors (RIAs) Market. Click Here for Full Story March 14, 2008 - TIBURON INSTITUTIONAL MERGERS & ACQUISITIONS RESEARCH REPORT - KEY HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased release highlights from its newly updated research report on the Financial Services Industry Mergers & Acquisitions: Consolidation of the Banking, Brokerage, Insurance, & Asset Management Industries. Click Here for Full Story March 7, 2008 - TIBURON MARCH RESEARCH REPORT RELEASES Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce its March research report releases, increasing Tiburon’s library of research reports to 38 reports. Three new reports provide relatively comprehensive top-down overviews of products or services, and corresponding markets & distribution channels, as well as specific future predictions. These three new comprehensive research reports include:
Along with publishing the more comprehensive reports above, Tiburon also regularly seeks to publish initial versions and/or make minor updates to existing reports so as to create something to build upon and /or to make existing reports more useful to Tiburon clients. While these versions may lack the comprehensiveness of other Tiburon research reports, they may be useful to select Tiburon clients. For instance some clients utilize select parts such as a history chapter or a company’s profile of some reports. Many of these reports will be more comprehensively addressed later this year. By way of this email, Tiburon is also releasing an additional nine initial and/or updated Tiburon reports:
Click Here for Full Story February 29, 2008 - TIBURON RESEARCH REPORT - CONSUMER WEALTH, LIQUEFACTION, & the RETIREMENT INCOME CHALLENGE Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Consumer Wealth, Liquefaction, & the Retirement Income Challenge. Click Here for Full Story February 22, 2008 - TIBURON CEO SUMMIT XIV - GUEST SPEAKER ANNOUNCEMENT Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be held April 10-11, 2008 at the Ritz Carlton Hotel in New York, NY. Along with seven other speakers (to be announced in future research releases), and Tiburon's managing principal Chip Roame, Tiburon is pleased to announce that two leading discount brokerage executives Walt Bettinger (President, The Charles Schwab Corporation) and Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group) will be sharing their views on the industry with attendees.
Click Here for Full Story February 15, 2008 - TIBURON SEPARATELY MANAGED ACCOUNTS & OTHER FEE-ACCOUNT PROGRAMS RESEARCH REPORT - EIGHT TYPES OF FEE-ACCOUNTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, released a newly updated research report addressing separately managed account & other fee-account programs earlier this year. One chapter of the report discusses each of the eight packaged fee-account program types, addressing the way they are structured, their histories, and their individual growth expectations. The report also addresses the key issues that have either helped or hurt each program type over the past handful of years. Click Here for Full Story February 8, 2008 - TIBURON SEPARATELY MANAGED ACCOUNTS & OTHER FEE-ACCOUNT PROGRAMS RESEARCH REPORT - MARKET BACKGROUND Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, releases key highlights from its best selling research report addressing separately managed accounts & other fee-account programs. This research release describes some of the report's highlights regarding separately managed accounts & other fee-account programs market background. Click Here for Full Story February 1, 2008 - TIBURON CONSUMER WEALTH, LIQUEFACTION, & THE RETIREMENT INCOME CHALLENGE RESEARCH REPORT Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Consumer Wealth, Liquefaction, & the Retirement Income Challenge. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived baby boomer savings crisis or retirement income challenge, and baby boomers’ likely pending liquefaction. This research release summarizes some of the report's highlights around baby boomers & the perceived baby boomers savings crisis. Click Here for Full Story January 25, 2008 - TIBURON 2008 RESEARCH REPORT RETAINER Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, primarily provides market research & strategy consulting services. In preparation for CEO Summit XIV this April, Tiburon is now taking orders for its 2008 Research Report Retainer Service, which helps many of Tiburon's largest clients to consolidate their research needs & budgets. This is a great opportunity to follow Tiburon research closely and significantly add to your firm's research library. Click Here for Full Story January 18, 2008 - CONSUMER WEALTH, LIQUEFACTION, & THE RETIREMENT INCOME CHALLENGE RESEARCH REPORT - KEY HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Consumer Wealth, Liquefaction, & the Retirement Income Challenge. Click Here for Full Story January 11, 2008 - SEPARATELY MANAGED ACCOUNTS & OTHER FEE-ACCOUNT PROGRAMS RESEARCH REPORT - KEY HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, releases key highlights from its best selling research report addressing separately managed accounts & other fee-account programs. Click Here for Full Story January 4, 2008 - TIBURON JANUARY RESEARCH REPORT RELEASES Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce its January research report releases. Two new reports provide relatively comprehensive top-down overviews of products or services, and corresponding markets & distribution channels, as well as specific future predictions. These two new comprehensive research reports include:
Tiburon also regularly seeks to publish initial drafts and/or make minor updates to existing reports. While these drafts may lack the comprehensiveness of other Tiburon research reports, they may be useful to select Tiburon clients. These three newly revised reports include:
Click Here for Full Story December 28, 2007 - 2007 YEAR-END LETTER Greetings from the beaches of the small island of Lanai in Hawaii! Tiburon regards its working relationship with its clients as a partnership; the firm’s success is closely intertwined with that of its clients and the projects on which it works. Accordingly, Tiburon has promised to keep its clients (and some select prospects) in the loop on its industry views and the firm's developments in the form of this annual letter. Click Here for Full Story December 21, 2007 - CONSUMER WEALTH KEY HIGHLIGHTS - KEY-HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to release the key highlights from its research report addressing Consumer Wealth, Liquefaction, & the Retirement Income Challenge, published earlier this year. Click Here for Full Story December 14, 2007 - 2008 RESEARCH REPORT RETAINER SERVICE Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, primarily provides market research & strategy consulting services. On the heels of Tiburon CEO Summit XIII and in preparation for CEO Summit XIV next April, Tiburon is now taking orders for its 2008 Research Report Retainer Service, which helps many of Tiburon's largest clients to consolidate their research needs & budgets. This is a great opportunity to follow Tiburon research closely and significantly add to your firm's research library. Click Here for Full Story December 7, 2007 - FEE-ACCOUNTS RESEARCH REPORT - KEY-HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to release the key highlights from its best selling research report addressing separately managed accounts & other fee-account programs, published earlier this year. Click Here for Full Story November 30, 2007 - TIBURON CEO SUMMIT XIV - PUBLIC ANNOUNCEMENT Tiburon Strategic Advisors is pleased to announce its upcoming CEO Summit XIV to be held April 10-11, 2008 in New York, NY at the Ritz Carlton Hotel. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, and wealth management businesses. Along with Tiburon's Managing Principal Chip Roame, guest speakers at Tiburon CEO Summit XIV will include:
Click Here for Full Story November 24, 2007 - TIBURON RESEARCH REPORTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the first draft of six new research reports. All six of these reports provide comprehensive overviews for industry executives seeking a historical top down perspective on these products or services, their markets & distribution channels, and future predictions for their respective industries or market. Because the firm has completed over 1,000 consulting projects, Tiburon periodically seeks to publish these initial drafts by summarizing its existing research. These drafts will contain some chapters that are more up-to-date than others, but all provide useful data and thought processes. Tiburon makes these drafts available to help clients seeking such starter material. The six new reports include:
Click Here for Full Story November 16, 2007 - TIBURON CEO SUMMIT XIII BREAKOUT SESSIONS Tiburon Strategic Advisors held Tiburon CEO Summit XIII last month in San Francisco, CA. Over 100 senior industry executives attended and participated. Chip Roame (Managing Principal, Tiburon Strategic Advisors), Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), and Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) made general session presentations. The CEO Summit also included three client-oriented general session panel discussions, including the Ask the Consumers, Ask the Advisors, and Ask the Distributors panels. The topics presented in the general sessions were then discussed in-depth in six break-out sessions, structured around newsworthy topics. Tiburon's CEO Summits have become a unique forum for industry CEOs and leading strategy officers to gather and debate the future of the brokerage, investments, advice, and wealth management businesses. Tiburon's research serves as the foundation of the CEO Summits and all participants share views openly. To facilitate further information sharing, Tiburon provides a series of summaries like this one after each CEO Summit to benefit its clients that are unable to attend. Click Here for Full Story November 9, 2007 - TIBURON RESEARCH REPORT - CONSUMER WEALTH, LIQUEFACTION, & THE RETIREMENT INCOME CHALLENGE Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Consumer Wealth, Liquefaction, & the Retirement Income Challenge. The purpose of this report is to provide readers with a comprehensive understanding of the perceived baby boomer savings crisis (or retirement income challenge), the vast amount of consumer wealth, and the likely pending liquefaction. This research release summarizes some of the report's highlights around the facts about consumer wealth including investable assets, financial assets, household assets, household liabilities, and household net worth. Click Here for Full Story November 2, 2007 - TIBURON 2008 RESEARCH REPORT RETAINER SERVICE Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, primarily provides market research & strategy consulting services. On the heels of its CEO Summit XIII and in preparation for CEO Summit XIV next April, Tiburon is now taking orders for its 2008 Research Report Retainer Service, helps many of Tiburon's largest clients to consolidate their research needs & budgets. This is a great opportunity to follow Tiburon research closely and significantly add to your firm's research library. Click Here for Full Story October 26, 2007 - TIBURON CEO SUMMIT XIII GENERAL SESSION PANEL PRESENTATIONS Tiburon Tiburon Strategic Advisors held Tiburon CEO Summit XIII earlier this month in San Francisco, CA. Over 100 senior industry executives attended and participated. Chip Roame (Managing Principal, Tiburon Strategic Advisors), Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), and Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) made general session presentations. The CEO Summit also included three client-oriented general session panel discussions, including the Ask the Consumers, Ask the Advisors, and Ask the Distributors panels. The topics presented in the general sessions were also discussed in-depth in six break-out sessions, structured around newsworthy topics. Tiburon's CEO Summits have become a unique forum for industry CEOs and leading strategy officers to gather and debate the future of the brokerage, investments, advice, and wealth management businesses. Tiburon's research serves as the foundation of the CEO Summits and all participants share views openly. To facilitate further information sharing, Tiburon provides a series of summaries like this one after each CEO Summit. Click Here for Full Story October 19, 2007 - TIBURON CEO SUMMIT XIII GUEST SPEAKER PRESENTATIONS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. Tiburon CEO Summit XIII was held earlier this week in San Francisco, CA. Over 100 senior industry executives took two days out of their busy schedules to participate. Tiburon Managing Principal Chip Roame opened CEO Summit XIII by welcoming the Tiburon clients and giving a brief overview of the past six months' most newsworthy events & most insightful Tiburon research findings, while offering an assessment of the state of the financial services industry. Mr. Roame then introduced the six CEO Summit guest speakers, including Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), and Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar). Mr. Roame ended his comments by sharing the Tiburon CEO Summits vision and introducing the attendees. Click Here for Full Story October 12, 2007 - TIBURON CEO SUMMIT XIII OPENING KEYNOTE PRESENTATION Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. Tiburon CEO Summit XIII was held earlier this week in San Francisco, CA. Over 100 senior industry executives took two days out of their busy schedules to participate. Tiburon Managing Principal Chip Roame opened CEO Summit XIII by welcoming the Tiburon clients and giving a brief overview of the past six months' most newsworthy events & most insightful Tiburon research findings, while offering an assessment of the state of the financial services industry. Mr. Roame then introduced the six CEO Summit guest speakers, including Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), and Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar). Mr. Roame ended his comments by sharing the Tiburon CEO Summits vision and introducing the attendees. Click Here for Full Story October 5, 2007 - TIBURON CEO SUMMIT XIII GUEST SPEAKER - DON PHILLIPS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) will join Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), and Ron Peyton (CEO, Callan Associates) as guest speakers, along with Tiburon's Managing Principal Chip Roame. Click Here for Full Story September 28, 2007 - TIBURON CEO SUMMIT XIII GUEST SPEAKER - RON PEYTON Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Ron Peyton (CEO, Callan Associates) will join Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), and Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) as guest speakers, along with Tiburon's Managing Principal Chip Roame. Click Here for Full Story September 21, 2007 - TIBURON CEO SUMMIT XIII GUEST SPEAKER - MIKE FRAIZER Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Mike Fraizer (CEO, Genworth Financial) will join Stephanie DiMarco (CEO, Advent Software), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), and Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) as guest speakers, along with Tiburon's Managing Principal Chip Roame. Click Here for Full Story September 14, 2007 - NEW TIBURON RESEARCH REPORT - LIFE RISKS & INSURANCE PRODUCTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on Life Risks & Insurance Products. The purpose of this report is to provide readers with a comprehensive understanding of the vast number of insurance products, many used by consumers to protect themselves from various life risks. The report addresses health insurance, disability insurance, long-term care insurance, property & casualty insurance, annuities, and life insurance. Another Tiburon report also addresses life insurance in the estate planning context. Click Here for Full Story September 7, 2007 - NEW TIBURON RESEARCH REPORT - CONSUMER WEALTH Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Consumer Wealth, Liquefaction, & the Retirement Income Challenge. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived baby boomer savings crisis (or retirement income challenge), and the likely pending liquefaction. Click Here for Full Story August 31, 2007 - NEW TIBURON RESEARCH REPORTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of four updated research reports on the Consumer Wealth, Life Risks & Insurance Products, Target Markets & Marketing Strategies, and Real Estate and its first draft of its State of Investment Management Business, Competition & Advice, and Other Alternative Investments. All seven of these reports provide comprehensive overviews for industry executives seeking a historical top down perspective on these products or services, their markets & distribution channels, and future predictions for their respective industries. Click Here for Full Story August 24, 2007 - CEO SUMMIT XIII GUEST SPEAKER - JOHN GUNN Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. John Gunn (CEO, Dodge & Cox) will join Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), and Ron Peyton (CEO, Callan Associates) as guest speakers, along with Tiburon's Managing Principal Chip Roame. Click Here for Full Story August 17, 2007 - CEO SUMMIT XIII GUEST SPEAKER - GEORGE GATCH Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), will join Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), John Gunn (CEO, Dodge & Cox), and Ron Peyton (CEO, Callan Associates) as guest speakers, along with Tiburon's Managing Principal Chip Roame. Click Here for Full Story August 10, 2007 - CEO SUMMIT XIII GUEST SPEAKER - STEPHANIE DIMARCO Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Stephanie DiMarco (CEO, Advent Software) will join Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), and Ron Peyton (CEO, Callan Associates) as guest speakers, along with Tiburon's Managing Principal Chip Roame. Click Here for Full Story August 3, 2007 - MUTUAL FUNDS RESEARCH REPORT -- MARKET GROWTH Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Mutual Funds industry. This report provides a comprehensive overview for industry executives seeking a top-down perspective on mutual funds, including their markets & distribution channels, and future predictions for the industry. This research release summarizes some of the report's highlights around the sustained growth and current status of the Mutual Funds industry. Click Here for Full Story July 27, 2007 - TIBURON CEO SUMMIT XIII -- PUBLIC ANNOUNCEMENT Tiburon Strategic Advisors is pleased to announce its upcoming Tiburon CEO Summit XIII, being held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, and wealth management businesses. Along with Tiburon's Managing Principal Chip Roame, guest speakers will include:
Click Here for Full Story July 20, 2007 - VENTURE CAPITAL & PRIVATE EQUITY RESEARCH REPORT -- KEY HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research report on the Venture Capital & Private Equity Industry. This report provides a comprehensive overview for industry executives seeking a historical top-down perspective of venture capital & private equity funds, their markets & distribution channels, and future predictions. Click Here for Full Story July 13, 2007 - MUTUAL FUNDS RESEARCH REPORT -- KEY HIGHLIGHTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its newly updated research reports on the Mutual Funds industry. This reports provide comprehensive overview for industry executives seeking a historical top down perspective of mutual funds, their markets & distribution channels, and future predictions. Click Here for Full Story July 6, 2007 - NEW TIBURON RESEARCH REPORTS Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of two updated research reports on the Mutual Funds and Venture Capital & Private Equity industries, and its first draft of its Management Consulting Industry research report. All three of these reports provide comprehensive overviews for industry executives seeking a historical top down perspective on these products or services, their markets & distribution channels, and future predictions for their respective industries. Click Here for Full Story June 29, 2007 - TIBURON CEO SUMMIT XIII -- PUBLIC ANNOUNCEMENT Tiburon Strategic Advisors is pleased to announce its upcoming Tiburon CEO Summit XIII, being held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, and wealth management businesses. Along with Tiburon's Managing Principal Chip Roame, guest speakers will include:
Click Here for Full Story June 22, 2007 - NEW TIBURON CEO SUMMIT XII -- BREAKOUT SESSIONS Tiburon releases highlights from the nine break-out sessions held during its recently completed Tiburon CEO Summit XII. The break-out sessions, facilitated by Tiburon CEO Summit Planning Committee members, allowed for open discussion on topics such as consumer wealth, liquefaction, & the retirement income challenge; separately managed accounts & other fee-account programs; sales & marketing strategies; and the fast growing independent advisor markets Click Here for Full Story June 15, 2007 - NEW TIBURON RESEARCH REPORT -- INDEXING & EXCHANGE TRADED FUNDS Tiburon recently released a new research report titled A Comprehensive Overview of the Market-Linked Products Industry, Including Indexed Separate Accounts, Index Mutual Funds, & Exchange Traded Funds. This market overview release shares some of the report's highlights regarding the key drivers of the market and related utilization strategies Click Here for Full Story June 8, 2007 - TIBURON TIBURON CEO SUMMIT XII -- GENERAL SESSION PANEL DISCUSSION SUMMARIES Tiburon releases summary highlights of the three popular general session panel discussions at its recently held CEO Summit XII. The general session panel discussions (Ask the Consumers, Ask the Advisors, & Ask the Distributors) were selected to reinforce the CEO Summits' focus on listening to clients. Each panel included extensive time for questions & answers from the CEO-level attendees Click Here for Full Story June 1, 2007 - TIBURON CEO SUMMIT XII - GUEST SPEAKER PRESENTATION SUMMARIES Tiburon releases summary highlights of the guest speaker presentations at its recently held Tiburon CEO Summit XII. Guest speakers included John DesPrez (CEO, John Hancock Financial Services, Manulife Financial), Ed Haldeman (CEO, Putnam Investments, Marsh & McLennan), Steve Lockshin (CEO, Lydian Wealth Management, Lydian Trust Company), Jim Riepe (Retired Vice Chairman & Senior Advisor, T. Rowe Price Group), and Paul Stevens (President & CEO, Investment Company Institute) Click Here for Full Story May 25, 2007 - NEW TIBURON RESEARCH REPORT -- INDEXING & EXCHANGE TRADED FUNDS Click Here for Full Story May 18, 2007 - New Tiburon Research Report -- Hedge Funds Click Here for Full Story May 11, 2007 - Tiburon releases highlights of the Tiburon CEO Summit XII keynote opening presentation by Chip Roame (Managing Principal, Tiburon Strategic Advisors). Mr. Roame opened his presentation by welcoming the 107 senior executive clients and giving a brief overview of Tiburon's services. Mr. Roame then presented a brief summary of ten recent news stories and addressed the state of the financial services industry, supported by Tiburon research. Mr. Roame ended his presentation by introducing the five CEO Summit guest speakers, including John DesPrez (CEO, John Hancock Financial Services, Manulife Financial), Ed Haldeman (CEO, Putnam Investments, Marsh & McLennan), Steve Lockshin (CEO, Lydian Wealth Management, Lydian Trust Company), Jim Riepe (Retired Vice Chairman & Senior Advisor, T. Rowe Price Group), and Paul Stevens (President & CEO, Investment Company Institute) Click Here for Full Story May 4, 2007 - Tiburon is pleased to announce the release of three research reports, including updated versions of its Mutual Funds, Indexing & Exchange Traded Funds, and Hedge Funds reports. All three of these reports provide comprehensive overviews for industry executives seeking a historical top down perspective on the products, markets & distribution channels, as well as future predictions for the respective industries Click Here for Full Story April 27, 2007 - On the heels of its CEO Summit XII, Tiburon announces that it is now taking orders for 2007 Research Report Retainers, which allow Tiburon clients unlimited access to all Tiburon research reports published in a calendar year, which help them to stay up-to-date on industry trends in-between CEO Summits. This may be a great opportunity to follow Tiburon research closely and significantly add to your firm's research library Click Here for Full Story April 20, 2007 - Tiburon executives have given hundreds of speeches to both financial industry executives and financial advisors. All Tiburon speeches are continuously updated and share insights from the firm's ongoing research efforts. This release provides information on Tiburon's conference speaking experience, its current abilities, and the necessary instructions for scheduling a Tiburon executive for a speech Click Here for Full Story April 13, 2007 - Tiburon is pleased to announce the confirmed attendee list for its upcoming CEO Summit XII. The meeting will be held April 18-19, 2007 in San Francisco, CA. Over 100 senior executives from Tiburon’s almost 300 clients will participate in this unique opportunity for a select cross-industry group to discuss a broad swath of issues regarding the future of the brokerage, investment, advice, and wealth management businesses. Tiburon’s CEO Summits likely provide the only true forum where financial service industry CEOs from across traditional silos gather to discuss business opportunities Click Here for Full Story April 6, 2007 - One of Tiburon's most popular services is its half-day market seminar offering. Tiburon market seminars provide clients with quick, yet thorough understandings of industry dynamics and leading players in growing markets. Tiburon market seminars are a great way to kick-off board meetings, management team offsites, and sales meetings. This release provides an overview of Tiburon market seminars and provides directions for scheduling seminars
Click Here for Full Story March 30, 2007 - Tiburon is proud to release the final agenda for its upcoming CEO Summit XII. The meeting will be held April 18-19, 2007 in San Francisco, CA. The agenda will include a variety of presentations, panel discussions, and break-out sessions. Highlights will include the semi-annual state of the industry presentation by Tiburon Managing Principal Chip Roame, and guest presentations by industry leaders, including John DesPrez (CEO, John Hancock Financial Services, Manulife Financial), Ed Haldeman (CEO, Putnam Investments, Marsh & McLennan), Steve Lockshin (CEO, Lydian Wealth Management, Lydian Trust Company), Paul Stevens (President & CEO, Investment Company Institute), and Jim Riepe (Retired Vice Chairman & Senior Advisor, T. Rowe Price Group) Click Here for Full Story March 23, 2007 - Tiburon is pleased to announce that its upcoming CEO Summit XII will include three popular general session panel discussions chosen to reinforce the Summit's focus on listening to clients. The Ask the Consumers panel will be facilitated by Tif Joyce (President, Joyce Financial Management); the Ask the Advisors panel will be facilitated by Dennis Clark (CEO, Advisor Partners); and the Ask the Distributors panel will be facilitated by Kevin Malone (President, Greenrock Research). Each panel will include brief presentations from the facilitators and four panelists, followed by extensive time for questions & answers from the attendees. The general session panels will support the CEO Summit's five guest speaker presentations Click Here for Full Story March 16, 2007 - Tiburon is pleased to announce that Ed Haldeman (CEO, Putnam Investments, Marsh & McLennan) will be one of five guest speakers at its upcoming CEO Summit XII, being held April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Mr. Haldeman will address Putnam's success in the retirement market, as well as working with both wirehouse and independent representatives. With Putnam's pending sale to Canada's PowerCorp, Mr. Haldeman can also add first-hand insights on industry consolidation trends. Tiburon CEO Summit XII will also include three supporting general session panel discussions, including its Ask the Consumers panel facilitated by Tif Joyce (President, Joyce Financial Management), Ask the Advisors panel facilitated by Dennis Clark (CEO, Advisor Partners), and Ask the Distributors panel facilitated by Kevin Malone (President, Greenrock Research) Click Here for Full Story March 9, 2007 - Tiburon is pleased to announce that Paul Stevens (President & CEO, Investment Company Institute) will be one of five guest speakers at its upcoming CEO Summit XII being held April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Mr. Stevens will address mutual funds' role in today's financial markets, regulatory and legislative challenges for the industry, and the emergence of new products such as ETFs and hedge funds. Tiburon CEO Summit XII will also include an Ask the Distributors general session panel facilitated by Kevin Malone (President, Greenrock Research) allowing the views of investment management firms to be tested with some of their largest distribution clients, featuring four Tiburon clients Click Here for Full Story March 2, 2007 - Tiburon is pleased to announce that Steve Lockshin (CEO, Lydian Wealth Management, Lydian Trust Company) will be one of five guest speakers at its upcoming CEO Summit XII being held April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Mr. Lockshin will address leading a successful family office. Tiburon CEO Summit XII will also include three supporting break-out sessions addressing financial advisor issues, including sales & marketing, technology, and mergers & acquisitions. Tiburon CEO Summit break-out sessions are supported by Tiburon's research, including, in this case, its Fee-Only Financial Advisor and Independent Rep Best Practices research reports. Lydian Wealth Management is a terrific case example for other attendees to consider Click Here for Full Story February 23, 2007 - Tiburon recently released a newly-updated research report titled The Rapid Emergence & Expected Continued Growth in the Market for Separately Managed Accounts & Other Fee-Account Programs. This release shares some of the report's highlights regarding proprietary the leading fee-account program sponsors overall and in each of the eight types of fee-account programs. In short, the wirehouses dominate the overall packaged fee-account programs market, including leading seven of the eight markets, with mutual fund wrap account programs being the lone exception Click Here for Full Story February 16, 2007 - Tiburon is pleased to announce that John DesPrez (CEO, John Hancock Financial Services, Manulife Financial) will be one of five guest speakers at its upcoming CEO Summit XII being held April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Mr. DesPrez will address the challenges of leading both a product and distribution organization. Tiburon CEO Summit XII will also include a supporting break-out session addressing Wealth Management & Family Office Services (facilitated by Tif Joyce, President, Joyce Financial Management, & Kirk Michie, Managing Director, Lenox Advisors). Tiburon CEO Summit break-out sessions are supported by Tiburon's research including, in this case, its Insurance Products & Risk Management research report, published in 2006 Click Here for Full Story February 9, 2007 - Tiburon recently released a newly-updated research report titled The Rapid Emergence & Expected Continued Growth in the Market for Separately Managed Accounts & Other Fee-Account Programs. This release shares some of the report's highlights regarding Turnkey Asset Management Programs (TAMPs), including defining TAMPs, providing a comprehensive overview of the TAMPs market, and addressing mergers & acquisition in the TAMPs market Click Here for Full Story February 2, 2007 - Tiburon is pleased to announce that Jim Riepe (Retired Vice Chairman & Senior Advisor, T. Rowe Price Group) will be one of five guest speakers at its upcoming CEO Summit XII being held April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Mr. Riepe will address the rapidly evolving investment management business and a variety of T. Rowe Price's strengths Click Here for Full Story January 26, 2007 - Tiburon recently released its newly-updated research report titled The Rapid Emergence & Expected Continued Growth in the Market for Separately Managed Account & Other Fee-Account Programs. This release shares some of the report's highlights regarding the eight types of fee-account programs: separately managed account programs, multiple style portfolio programs, mutual fund wrap account programs, annuity wrap account programs, exchange traded fund wrap account programs, unified managed account programs, broker wrap account programs, and fee-based brokerage account programs Click Here for Full Story January 19, 2007 - Tiburon announces that it is now taking orders for 2007 Research Report Retainers, which allow Tiburon clients unlimited access to all Tiburon research reports published in a calendar year. Tiburon is also pleased to announce its newly-updated research report titled The Rapid Emergence & Expected Continued Growth in the Market for Separately Managed Accounts & Other Fee-Account Programs. This may be a great opportunity to budget for your 2007 research needs, and get started now with Tiburon's research report on fee-accounts Click Here for Full Story January 12, 2007 - Tiburon is pleased to announce its newly-updated research report titled The Rapid Emergence & Expected Continued Growth in the Market for Separately Managed Accounts & Other Fee-Account Programs. This updated report puts separately managed accounts and the other seven types of packaged fee-account programs into their proper context within the industry, expounds on the amazing proliferation of separately managed account programs to date, offers a specific definition for unified managed accounts, and lays out Tiburon's projections for the future of the fee-accounts market. This release outlines some of the key learnings covered in the report Click Here for Full Story January 5, 2007 - Tiburon is pleased to provide media-only pre-release access to its newly updated research report titled The Rapid Emergence & Expected Continued Growth in the Market for Separately Managed Accounts & Other Fee-Account Programs . This updated report puts separately managed accounts and the other seven types of packaged fee-account programs into their proper context within the industry, expounds on the amazing proliferation of separately managed account programs to date, offers a specific definition for unified managed accounts, and lays out Tiburon's projections for the future of the fee-accounts market Click Here for Full Story December 29, 2006 - Tiburon releases 2006 year-end client letter that summarizes annual industry developments and shares Tiburon's huge success in multiple areas. In short, the beginning of baby boomers' retirement makes this a great time to be in the business. And Tiburon had a terrific year, having completed its 900th client project, held its CEO Summits X and XI, exceeded 5,000 users in its advisor benchmarking tools, and released seven new and two updated seminal industry research reports Click Here for Full Story December 22, 2006 - Tiburon executives have given hundreds of speeches to both financial industry executives and financial advisors. All Tiburon speeches are continuously updated and share insights from the firm's ongoing research efforts. This release provides information on Tiburon's conference speaking experience, its current abilities, and the necessary instructions for scheduling a Tiburon executive for a speech Click Here for Full Story December 15, 2006 - One of Tiburon's most popular services is its half-day market seminar offering. Tiburon market seminars provide clients with quick, yet thorough understandings of industry dynamics and leading players in growing markets. Tiburon market seminars are a great way to kick-off board meetings, management committee meetings, and sales meetings. The firm also prides itself on helping its clients through the process of strategic implementation. This release provides an overview of Tiburon market seminars, introduces the Tiburon Consulting Fellows, and provides directions for scheduling seminars and contacting Tiburon Consulting Fellows Click Here for Full Story December 8, 2006 - Tiburon announces that it is now taking orders for 2007 Research Report Retainers, which allow Tiburon clients unlimited access to all Tiburon research reports published in a calendar year. This may be a great opportunity to budget for your 2007 research needs now or to close out your 2006 research budget and take advantage of this new client service Click Here for Full Story December 1, 2006 - Tiburon is pleased to announce its upcoming Tiburon CEO Summit XII, which will be held April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon's CEO Summits utilize a mix of presentations, panel discussions, and break-out sessions to provide executives from various sectors of the industry with a better understanding of customer needs and leading-edge products such as exchange traded funds and hedge funds, as well as markets such as online financial services and independent advisors. This upcoming CEO Summit will feature the popular Ask the Consumers and Ask the Advisors panels and presentations from industry leaders including John DesPrez (CEO, John Hancock Financial Services, Manulife Financial), Steve Lockshin (CEO, Lydian Wealth Management, Lydian Trust Company), Jim Riepe (Retired Vice Chairman & Senior Advisor, T. Rowe Price Group), Paul Schott Stevens (President, Investment Company Institute), and others to be announced soon Click Here for Full Story November 24, 2006 - Earlier this year, Tiburon released its twenty-sixth research report titled Emerging Opportunities in the Latin American Markets. One section of the report addresses country-by-country trends in consumer wealth, current financial events, competition & advice, products & services, and tactical opportunities for building successful advisory businesses. This research release focuses on consumer wealth trends in Brazil, Mexico, Argentina, Venezuela, Columbia, & Other Latin American Markets Click Here for Full Story November 17, 2006 - Tiburon releases highlights and key learnings from the break-out sessions recently held during Tiburon CEO Summit XI. A vital component to the success of Tiburon's CEO Summits is the nine break-out sessions, allowing attendees to share opinions and debate relevant topics in small groups. Facilitated by Tiburon CEO Summit Planning Committee members, the break-out sessions addressed topics such as consumer wealth, liquefaction, & the retirement income challenge; separately managed accounts & other fee-account programs, sales & marketing strategies, and the fast growing independent advisor markets. For many attendees, these small group sessions amongst industry leaders are one of the highlights of Tiburon's CEO Summits
Click Here for Full Story November 10, 2006 - Tiburon releases summary highlights of its recent held Tiburon CEO Summit XI. The meeting shined a light on the need for a better understanding of customer needs, and created a forum for the discussion of leading-edge products such as exchange traded funds and hedge funds, as well as markets such as captive and independent advisors. Conversations were open, frank, and wide ranging. Highlights included an opening keynote presentation by Chip Roame (Managing Principal, Tiburon Strategic Advisors), and guest presentations by David Carroll (President, Capital Management Group, Wachovia Corporation), Ken Fisher (CEO, Fisher Investments), Lee Kranefuss (CEO, Intermediary & Exchange Traded Funds Business, Barclays Global Investors, Barclays), Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; and Founder & Former CEO, Barra), and Myron Scholes (Professor, Stanford University; Author, Black-Scholes Model; & Winner, 1997 Nobel Prize in Economics) Click Here for Full Story November 3, 2006 - Tiburon announces that it is now taking orders for 2007 Research Report Retainers, which allow Tiburon clients unlimited access to all Tiburon research reports published in a calendar year. This may be a great opportunity to budget for your 2007 research needs or to close out your 2006 research budget Click Here for Full Story October 27, 2006 - Earlier this year, Tiburon released its twenty-fifth research report titled Emerging Opportunities in the English-Speaking Countries: United Kingdom & Ireland, Canada, Australia & New Zealand, and South Africa. One section of the report addresses country-by-country trends in consumer wealth, current financial events, competition & advice, products & services, and tactical opportunities for building successful advisory businesses. This research releases focuses on consumer wealth trends in the United Kingdom & Ireland Click Here for Full Story October 20, 2006 - Tiburon recently released its twentieth-fourth research report titled Emerging Client Servicing & Product Building Opportunities in the Offshore Markets. This research release introduces the history of offshore investing, outlines consumers' motivations for investing offshore, and identifies a comprehensive list of leading offshore markets Click Here for Full Story October 13, 2006 - Recently, Merrill Lynch and Smith Barney addressed perceived conflicts of interest between their investment management and brokerage businesses by distancing themselves from the former, while Legg Mason traded away the later. Industry leader Wachovia Corporation has not followed this trend and Tiburon claims it has no reason to so in a recent research report that addresses industry mergers & acquisitions trends. This issue will be explored in further depth at Tiburon's upcoming Eleventh Semi-Annual CEO Summit by guest speaker David Carroll (President, Capital Management Group, Wachovia Corporation), a general session panel discussion facilitated by Kevin Malone (President, Greenrock Research), and a more detailed break-out session facilitated David Smith (Group Publisher, Financial Advisor Magazine, Charter Financial Publishing Network) Click Here for Full Story October 6, 2006 - Financial advisors continued low utilization of technology grabs Tiburon's attention; Tiburon announces research report addressing related technology developments, technology innovator Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; and Founder & Former CEO, Barra) as one of five speakers at its upcoming Eleventh Semi-Annual CEO Summit, and a more detailed break-out session facilitated by Kirk Michie (Managing Director, Lenox Advisors) & Tom Lydon (President, Global Trends Investments) addressing Financial Advisor Best Practices: Learnings From Tiburon's Benchmarking Tools including technology, also to be held at its upcoming Eleventh Semi-Annual CEO Summit Click Here for Full Story September 29, 2006 - Rapidly evolving sales & marketing strategies grab Tiburon's attention; Tiburon announces research report on Consumer Wealth, Target Marketing, and Marketing Strategies, Tiburon CEO Summit guest speaker Ken Fisher (CEO, Fisher Investments) who wrote the book on direct marketing, and a more detailed break-out session facilitated by Tif Joyce from Joyce Financial Management addressing niche markets, public relations, & direct mail and other marketing strategies, also at its upcoming Eleventh Semi-Annual CEO Summit Click Here for Full Story September 22, 2006 - Booming exchange traded funds business grabs Tiburon's attention; Tiburon announces new research report, Tiburon CEO Summit guest speaker Lee Kranefuss (CEO, Intermediary & Exchange Traded Funds Business, Barclays Global Investors, Barclays) at upcoming CEO Summit, and a more detailed break-out session facilitated by Tom Lydon from Global Trends Investments & ETFTrends.Com, also at its upcoming Eleventh Semi-Annual CEO Summit Click Here for Full Story September 15, 2006 - Tiburon releases the tentative agenda and attendee list for its upcoming Eleventh Semi-Annual Tiburon CEO Summit. The meeting will be held October 18-19, 2006 in San Francisco, CA. The agenda will include a variety of presentations, panel discussions, and break-out sessions. Highlights will include the semi-annual state of the industry presentation by Tiburon Managing Principal Chip Roame and guest presentations from industry leaders including David Carroll (President, Capital Management Group, Wachovia Corporation), Ken Fisher (CEO, Fisher Investments), Lee Kranefuss (CEO, Intermediary & Exchange Traded Funds Business, Barclays Global Investors, Barclays), Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; and Founder & Former CEO, Barra), and Myron Scholes (Professor, Stanford University; Author of the Black-Scholes Model; & Winner of the 1997 Nobel Prize in Economics). Attendees will be limited to the first 75 executive level Tiburon clients to respond to this week's invitations Click Here for Full Story September 8, 2006 - Tiburon recently released a new research report titled Technology Developments in the Financial Services Industry: Implementing Cutting Edge Technology Strategies for Captive & Independent Advisors. This market overview release shares some of the report's highlights, addressing developments in the area of Financial Planning software technology. Click Here for Full Story September 1, 2006 - Tiburon recently released a new research report titled Insurance Products & Risk Management: Helping Clients Manage Life's Risks Through Health Insurance, Disability Insurance, Long-Term Care Insurance, Property & Casualty Insurance, Annuities, & Life Insurance. This market overview release shares some of the report's highlights regarding these six components of risk management. Click Here for Full Story August 25, 2006 - Tiburon recently released a new research report titled Back to the Future: the Re-Emergence of the Online Financial Services Industry. This new report provides readers with a comprehensive understanding of the online financial services industry, including online investing, banking & bill pay, mortgages, and insurance. This market overview release shares some of the report's highlights, regarding the key products offered by discount brokers.
Click Here for Full Story August 18, 2006 - Tiburon recently released a new research report titled A Comprehensive Overview of the Market-Linked Products Industry, Including Indexed Separate Accounts, Index Mutual Funds, & Exchange Traded Funds. This new report addresses these three market-linked investment products, all of which enable investors to gain access to broad segments of the markets. This market overview release shares some of the report's highlights regarding the key drivers of the market, utilization strategies, leading manufacturers, and leading markets. Click Here for Full Story August 11, 2006 - Tiburon is pleased to announce its twenty-sixth research report titled Emerging Opportunities in the Latin American Markets: Selective Opportunities & Continuing Substantial Risks. This new report provides an initial overview of the future of the brokerage, investments, private banking, and wealth management industries in the Latin American markets. Click Here for Full Story August 4, 2006 - Tiburon is pleased to provide media-only pre-release access to its twenty-sixth research report titled Emerging Opportunities in the Latin American Markets: Selective Opportunities & Continuong Substantial Risks. This new report provides an initial overview of the future of the brokerage, investments, private banking, and wealth management industries in the Latin American Markets.
Click Here for Full Story July 28, 2006 - Tiburon announces the details of its upcoming Eleventh Semi-Annual CEO Summit which will be held October 18-19, 2006 in San Francisco, CA. Tiburon's CEO Summits utilize a mix of presentations, panel discussions, and break-out sessions to provide executives from various sectors of the industry with a better understanding of customer needs and leading-edge products such as exchange traded funds and hedge funds, as well as markets such as online financial services and independent advisors. This upcoming CEO Summit will feature the popular Ask the Consumers and Ask the Advisors panels and presentations from industry leaders including David Carroll (President, Capital Management Group, Wachovia Corporation), Ken Fisher (CEO, Fisher Investments), Lee Kranefuss (CEO, Intermediary & Exchange Traded Funds Business, Barclays Global Investors, Barclays), and Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; and Founder & Former CEO, Barra).
Click Here for Full Story July 21, 2006 - Tiburon is pleased to announce its twenty-fifth research report titled Emerging Opportunities in the English-Speaking Countries Markets: United Kingdom & Ireland, Canada, Australia & New Zealand, and South Africa. This new report provides an initial overview of the future of the brokerage, investments, private banking, and wealth management industries in these other English-speaking markets. Click Here for Full Story July 14, 2006 - Tiburon is pleased to provide media-only pre-release access to its twenty-fifth research report titled Emerging Opportunities in the English-Speaking Countries Markets: United Kingdom & Ireland, Canada, Australia & New Zealand, and South Africa. This new report provides an initial overview of the future of the brokerage, investments, private banking, and wealth management industries in these other English-speaking markets. Click Here for Full Story July 7, 2006 - Tiburon is pleased to annouce the release of its twentieth-fourth research report titled Emerging Client Servicing & Product Building Opportunities in the Offshore Markets. This new report provides an initial overview of both client servicing and product building opportunities in the offshore markets.
Click Here for Full Story June 30, 2006 - Tiburon is pleased to provide media-only pre-release access to its twenty-third research report titled Emerging Client Servicing & Product Building Opportunities in the Offshore Markets. This new report provides an initial overview of both client servicing and product building opportunities in the offshore markets. Click Here for Full Story June 23, 2006 - Tiburon recently released a new research report titled Technology Developments in the Financial Services Industry: Implementing Cutting Edge Technology Strategies for Captive & Independent Advisors. This market overview release shares some of the report's highlights, addressing developments in the areas of brokerage and asset management technology Click Here for Full Story June 16, 2006 - Tiburon recently released a new research report titled Back to the Future: the Re-Emergence of the Online Financial Services Industry. This new report provides readers with a comprehensive understanding of the online financial services industry, from online investing, to banking & bill pay, mortgages, and insurance. This market overview release shares some of the report's highlights, addressing the emergence and dominance of the big five online brokerage firms - Charles Schwab & Company, Fidelity Investments, TD Ameritrade, E*Trade, and Scottrade Click Here for Full Story June 9, 2006 - Tiburon recently released a new research report titled Insurance Products & Risk Management: Helping Clients Manage Life's Risks Through Health Insurance, Disability Insurance, Long-Term Care Insurance, Property & Casualty Insurance, Annuities, & Life Insurance. This market overview release presents an overview of the industry and shares some of the report's highlights, including the importance of risk management & insurance products, the factors driving this complicated industry, a dozen insurance industry scandals, and the industry's tax status threats Click Here for Full Story June 2, 2006 - Tiburon recently released a new research report titled A Comprehensive Overview of the Market-Linked Products Industry, Including Indexed Separate Accounts, Index Mutual Funds, & Exchange Traded Funds. This new report addresses these three market-linked investment products, all of which enable investors to gain access to broad segments of the markets. This market overview release shares some of the report highlights regarding the market growth, investment styles, and recent innovations Click Here for Full Story May 26, 2006 - Tiburon recently released a new research report titled Technology Developments in the Financial Services Industry: Implementing Cutting Edge Technology Strategies for Captive & Independent Advisors. This new report provides financial services executives & technology companies with a cutting edge understanding of emerging developments in technologies designed to increase the efficiency and productivity of financial advisors, and to establish a broader framework for analyzing back office technologies in the financial services industry. This market overview release specifically addresses bank technology Click Here for Full Story May 19, 2006 - Tiburon is pleased to announce the release of its twenty-second research report titled Back to the Future: the Re-Emergence of the Online Financial Services Industry. This new report provides readers with a comprehensive understanding of the online financial services industry, from online investing, to banking & bill pay, mortgages, and insurance Click Here for Full Story May 12, 2006 - Tiburon releases highlights and key learnings from the break-out sessions recently held during the Tenth Semi-Annual Tiburon CEO Summit. A vital component to the success of Tiburon's CEO Summits is the nine break-out sessions, allowing attendees to share opinions and debate relevant topics in small groups. Facilitated by Tiburon Fellows, the break-out sessions covered topics such as mutual funds & exchange traded funds, financial advisor best practices, and succession planning & advisor firm acquisitions. For many attendees the small group forums amongst industry leaders was one of the highlights of the CEO Summit Click Here for Full Story May 5, 2006 - Tiburon releases summary highlights of its recently held Tenth Semi-Annual Tiburon CEO Summit. The meeting shined a light on the need for a better understanding of customer needs, and created a forum for the discussion of leading-edge products such as exchange traded funds and hedge funds, as well as markets such as online financial services and independent advisors. Conversations were open, frank, and wide ranging. Highlights included presentations by Chip Roame (Managing Principal of Tiburon Strategic Advisors), Mark Casady (CEO of LPL Financial Services), Greg Johnson (CEO of Franklin Templeton Investments), Dave Pottruck (formerly CEO of Charles Schwab & Company), and Norton Reamer (CEO of Asset Management Finance) Click Here for Full Story April 28, 2006 - Tiburon is pleased to announce the release of its twenty-second research report titled Insurance Products & Risk Management: Helping Clients Manage Life's Risks Through Health Insurance, Disability Insurance, Long-Term Care Insurance, Property & Casualty Insurance, Annuities, & Life Insurance. This new report provides readers with a comprehensive understanding of insurance industry products and distribution channels. This release includes some key highlights and future predictions from the report Click Here for Full Story April 21, 2006 - Tiburon is pleased to announce the release of its twenty-first research report titled A Comprehensive Overview of the Market-Linked Products Industry, Including Indexed Seperate Accounts, Index Mutual Funds, & Exchange Traded Funds. This new report provides readers with an understanding of the market-linked products industry, which includes indexed separate accounts, index mutual funds, & exchange traded funds, with a specific focus on the latter two packaged products. This release includes some key highlights and future predictions from the report Click Here for Full Story April 14, 2006 - Tiburon announces the inclusion of a break-out session addressing the booming exchange traded funds market at its upcoming Tenth Semi-Annual CEO Summit. The CEO Summit will be held April 19-20, 2006 in San Francisco, CA. A break-out session facilitated by Tim Armour from Morningstar and Tom Lydon from Global Trends Investments will create a forum for debate on the future of mutual funds & exchange traded funds. Participants are likely to be opinionated about the future of this fast growing product area. Tiburon research will be used to set the stage of the discussion. Click Here for Full Story April 7, 2006 - Tiburon is pleased to announce the release of its twenty-first research report titled Technology Developments in the Financial Services Industry: Implementing Cutting Edge Technology Strategies for Captive & Independent Financial Advisors. This new report provides a comprehensive understanding of key technology developments in the financial services industry. This release includes some key highlights and future predictions from the report Click Here for Full Story March 31, 2006 - Tiburon releases summary agenda for its upcoming Tenth Semi-Annual Tiburon CEO Summit. The meeting will be held April 19-20, 2006 in San Francisco, CA. Seventy-five Tiburon executive clients are scheduled to attend. The agenda will include a variety of presentations, panel discussions, and break-out sessions. Highlights will include the semi-annual state of the industry presentation by Tiburon Managing Principal Chip Roame, and guest presentations by Mark Casady (CEO of LPL Financial Services), Greg Johnson (CEO of Franklin Templeton Investments), Dave Pottruck (formerly CEO of Charles Schwab & Company), and Norton Reamer (CEO of Asset Management Finance) Click Here for Full Story March 24, 2006 - Tiburon is excited to announce the impressive keynote & guest speaker lineup for its upcoming Tenth Semi-Annual CEO Summit. Tiburon's Managing Principal Chip Roame will kick off the Summit by sharing Tiburon's views on the state of the financial services industry. Guest speakers will include thought and opinion leaders Mark Casady (CEO of LPL Financial Services), Greg Johnson (CEO of Franklin Templeton Investments), Dave Pottruck (formerly CEO of Charles Schwab & Company), and Norton Reamer (CEO of Asset Management Finance), all of whom will share their highly sought after views on consumer needs and innovative business models Click Here for Full Story December 30, 2005 - Tiburon releases 2005 year-end client letter that summarizes annual industry developments and shares Tiburon's huge success in multiple areas. In short, Tiburon served its 250th corporate client and executed its 800th project in 2005, held its eighth and ninth CEO Summits, exceded 4,000 users in its advisor benchmarking tools, and released seven new research reports Click Here for Full Story December 23, 2005 - Tiburon recently released its updated research report on the fee-accounts, turnkey asset management programs (TAMPs), & separately managed accounts markets. This updated report provides a comprehensive understanding of fee-accounts, addresses those platform-oriented TAMPs that have made it over the hump, and expands its focus on the dominant programs of the wirehouses and regional brokerage firms. This release addresses the market background & driving factors, market growth, current status, and Tiburon's predictions for the future of the fee-accounts market Click Here for Full Story December 16, 2005 - Tiburon recently release its twentieth research report titled An Initial Overview of the Mutual Funds Industry. This release addresses the seven key debates in the mutual funds industry: equity versus fixed income, passive versus active, growth versus value, load versus no-load, advice versus no advice, transaction-fees versus no transaction-fees, and value versus no value. In short, all of these choices have bearing on that last debate, determining whether or not mutual fund companies offer value to the markets they intend to reach Click Here for Full Story December 9, 2005 - Tiburon recently released a research report titled A Synopsis of the Independent Rep & Independent Broker/Dealer Markets that addresses the dynamic indpendendnt rep & independent broker/dealer markets. The report includes history, methods of segmenting, competitive forces, key vendors, market predictions, and profiles of over 100 leading independent broker/dealers. This release provides a summary of the history, emergence, and current state of the independent rep & independent broker dealer markets Click Here for Full Story December 2, 2005 - Tiburon is pleased to release its twentieth research report titled An Initial Overview of the Mutual Funds Industry. This new report provides an initial understanding of the mutual funds industry by addressing the evolution of the mutual funds business, mutual fund company rankings, and an overview of mutual funds markets & distribution channels. The report also outlines the seven key mutual funds industry debates, and profiles over 400 mutual fund companies and mutual fund service providers. This release inlcudes key highlights from the report Click Here for Full Story November 25, 2005 - Tiburon is pleased to provide media-only pre-release access to its twentieth research report titled An Initial Overview of the Mutual Funds Industry. This new report provides an initial understanding of the mutual funds industry by addressing the evolution of the mutual funds business, mutual fund company rankings, and an overview of mutual funds markets & distribution channels. The report also outlines the seven key mutual funds industry debates, and profiles over 400 mutual fund companies and mutual fund service providers Click Here for Full Story November 18, 2005 - Tiburon announces plans for its upcoming Tenth Semi-Annual CEO Summit which will be held April 19-20, 2006 in San Francisco, CA. Tiburon's CEO Summits utilize a mix of presentations, panel discussions, and break-out sessions to provide executives from various sectors of the industry with a better understanding of customer needs and leading-edge products such as exchange traded funds and hedge funds, as well as markets such as the self-serve, independent rep, fee-only financial advisor, and international markets. This upcoming CEO Summit will feature presentations from industry leaders Mark Casady, CEO of LPL Financial Services, Greg Johnson, CEO of Franklin Templeton Investments, Dave Pottruck, Managing Director of Red Eagle Ventures (and former CEO of Charles Schwab & Company), and Norton Reamer, CEO of Asset Management Finance (and former CEO of United Asset Management) Click Here for Full Story November 11, 2005 - Tiburon recently released its eighteenth research report titled Financial Advisor Benchmarking & Best Practices. The report provides a comprehensive understanding of benchmarking data and best practice profiles of over 700 leading financial advisors across a variety of markets. This release provides an overview of overall profitability for four leading markets. In short, overall profitability figures show that fee-only financial advisors are building the most well-managed and profitable practices Click Here for Full Story November 4, 2005 - Tiburon releases summary highlights of its recently held Ninth Semi-Annual Tiburon CEO Summit. The meeting shined a light on the need for a better understanding of customer needs, and created a forum for the discussion of leading-edge products such as exchange traded funds and hedge funds, as well as markets such as the self-serve, independent rep, fee-only financial advisor, and international markets. Conversations were open, frank, and wide ranging. Highlights included presentations by Chip Roame from Tiburon Strategic Advisors, and Tiburon clients Stan Kelly, President of Wealth Management at Wachovia Bank, Tim McCarthy, CEO of Nikko Asset Management, Jeff Montgomery, CEO of NFP Securities, and Michael Sapir, CEO of Pro Funds Click Here for Full Story October 28, 2005 - Tiburon is pleased to release its updated research report titled A Comprehensive Overview of the Fee-Accounts, Turnkey Asset Management Programs (TAMPs), & Separately Managed Accounts Markets. This updated report provides a comprehensive understanding of fee-accounts, addresses those platform-oriented TAMPs that have made it over the hump, and expands its focus on the dominant programs of the wirehouses and regional brokerage firms. This release provides key highlights from the 566-page report that is a bible of information on the fee-accounts, turnkey asset management programs (TAMPs), and separately managed accounts markets Click Here for Full Story October 21, 2005 - Tiburon is pleased to provide media-only pre-release access to its updated research report titled A Synopsis of Fee-Accounts, Turnkey Asset Management Programs (TAMPs), & Separately Managed Accounts Markets. This updated report provides a comprehensive understanding of fee-accounts, addresses those platform-oriented TAMPs that have made it over the hump, and expands its focus on the dominant programs of the wirehouses and regional brokerage firms Click Here for Full Story October 14, 2005 - Tiburon releases summary agenda for its upcoming Ninth Semi-Annual Tiburon CEO Summit. The meeting will be held October 19-20, 2005 in San Francisco, CA. Seventy-five Tiburon executive clients are scheduled to attend. The agenda will include a variety of presentations, panel discussions, and break-out sessions. Highlights will include the semi-annual state of the industry presentation by Tiburon Managing Principal Chip Roame, and guest presentations by Stan Kelly from Wachovia Bank, Tim McCarthy from Nikko Asset Management, Jeff Montgomery from NFP Securities, and Michael Sapir from Pro Funds Click Here for Full Story October 7, 2005 - Tiburon's research report titled A Synopsis of the Independent Rep & Independent Broker/Dealer Markets addresses these dynamic markets. The report includes the history, methods of segmenting both reps and broker/dealers, competitive forces, key vendors, market predictions, and profiles of over 100 leading independent broker/dealers. This release provides a summary of Tiburon's suggested market predictions, market opportunities, and wholesaling strategies for the independent rep market Click Here for Full Story September 30, 2005 - Tiburon is pleased to release its eighteenth research report titled A Synopsis of the Independent Rep & Independent Broker/Dealer Markets. This new report addresses these dynamic markets, including history, methods of segmenting, competitive forces, key vendors, and market predictions. The report also includes profiles of over 100 leading independent broker/dealers Click Here for Full Story September 23, 2005 - Tiburon is excited to announce the impressive keynote & guest speaker lineup for its upcoming Ninth Semi-Annual CEO Summit. Tiburon's Managing Principal Chip Roame will kick off the Summit by sharing Tiburon's views on the state of the financial services industry. Guest speakers will include thought leaders Stan Kelly from Wachovia Bank, Tim McCarthy from Nikko Asset Management, Jeff Montgomery from NFP Securities, and Michael Sapir from Pro Funds, all of whom will share their highly sought after views on consumer needs and innovative business models Click Here for Full Story September 16, 2005 - Tiburon is pleased to provide media-only pre-release access to its nineteenth research report titled A Synopsis of the Independent Rep & Independent Broker/Dealer Markets. This new report provides a comprehensive understanding of these dynamic markets, including history, methods of segmenting, competitive forces, key vendors, and market predictions. The report also includes profiles of over 100 leading independent broker/dealers Click Here for Full Story September 9, 2005 - Tiburon is pleased to announce the release of its eighteenth research report titled Financial Advisor Benchmarking & Best Practices. This new report provides a comprehensive understanding of benchmarking data and best practice profiles of over 700 leading financial advisors across a variety of markets. The report addresses data ranging from profit margins to employee efficiency as well as issues such as marketing methods and technology usage Click Here for Full Story September 2, 2005 - Tiburon is pleased to provide media-only pre-release access to its eighteenth research report titled Financial Advisor Benchmarking & Best Practices. This new report provides a comprehensive understanding of benchmarking data and best practice profiles of leading financial advisors across a variety of markets. The report addresses data ranging from profit margins to employee efficiency as well as issues such as marketing methods and technology usage Click Here for Full Story August 26, 2005 - Tiburon executives have given hundreds of speeches to both financial industry executives and financial advisors. All Tiburon speeches are continuously updated and share insights from the firm's ongoing research efforts. This release provides information on Tiburon's conference speaking availability, the firm's new conference planner relations manager Vera Belova, and the firm's upcoming speeches just for September 2005 Click Here for Full Story August 19, 2005 - Tiburon recently released its seventeenth research report titled Consolidation of the Banking, Brokerage, Insurance, & Asset Management Industries. This release highlights potential blockbuster deals in the financial services industry and describes the deciding factors in institutional acquisitons. In short, Bank of America, Citigroup, Merrill Lynch, Wachovia, and Wells Fargo may potentially be involved in blockbuster deals. The ultimate winners will have high market caps (large companies) with high P/E ratios (strong valuations) Click Here for Full Story August 12, 2005 - Tiburon recently released its seventeenth research report titled Consolidation of the Banking, Brokerage, Insurance, & Asset Management Industries. This release provides an overview of the likely winning channels and the emergence of three institutional merger & acquisition models: bank-based companies, insurance-based companies, and foreign-based companies Click Here for Full Story August 5, 2005 - Tiburon is pleased to release its seventeenth research report titled Consolidation of the Banking, Brokerage, Insurance, & Asset Management Industries. This new report addresses the evolving market for institutional mergers & acquisitions and seeks to bring a common set of facts to all market participants. The report describes current acquisition trends amongst financial institutions & asset managers, brought to life with profiles of over two hundred recent acquisitions Click Here for Full Story July 29, 2005 - Tiburon is pleased to provide media-only pre-release access to its seventeenth research report titled Consolidation of the Banking, Brokerage, Insurance, & Asset Management Industries. This new report addresses the evolving market for institutional mergers & acquisitions and seeks to bring a common set of facts to all market participants. The report describes current acquisition trends amongst financial institutions & asset managers, brought to life with profiles of over two hundred recent transactions Click Here for Full Story July 22, 2005 - Tiburon's recent Eighth Semi-Annual CEO Summit generated substantial media attention as it continues to emerge as the financial service industry's A-list event. Specifically, the Eighth Semi-Annual CEO Summit was featured in articles by Investment News and Research Magazine that shined a light on the CEO Summit's power to attract industry leaders and its mission to help financial firms focus on consumer needs in order to capitalize on the vast amount of consumer wealth in the US. Tiburon's new Consumer Wealth, Target Markets, & Marketing Strategies research report embodies this mission Click Here for Full Story July 15, 2005 - Investment Advisor Magazine named Tiburon's Managing Principal Chip Roame as one of the twenty-five most influential people in and around the financial planning profession. Chip was chosen based on his ability to "poke holes in the common wisdom of the financial services industry". Tiburon's signature conference speech and research report - The Future of Advice - does just that by providing a clear view of both the opportunities and challenges that financial services firms and individual advisors face as baby boomers age Click Here for Full Story July 8, 2005 - Tiburon recently released its sixteenth research report titled Estate Planning & Charitable Giving Through Life Insurance & Trust Accounts. This release summarizes Tiburon's conclusions on the leading distribution channels in trust accounts & life insurance. In short, retail banks are experiencing difficulty keeping up with changing market conditions with respect to personal trusts, leading to client attrition. Insurance companies are abandoning their capitve agents and are beginning to view full-service brokers as a new channel Click Here for Full Story July 1, 2005 - Tiburon recently released its sixteenth research report titled Estate Planning & Charitable Giving Through Life Insurance & Trust Accounts. This release summarizes the estate planning issue, providing insights on key opportunities and challenges. In short, baby boomers are entering the liquefaction phase of their lives, and although the Tax Relief Act provides some relief from estate taxes, estate planning is still crucial for this huge segment of the US population Click Here for Full Story June 24, 2005 - Tiburon is pleased to release its sixteenth research report titled Estate Planning & Charitable Giving Through Life Insurance & Trust Accounts. This new report addresses the aging baby boomer population and the growing demand for estate planning & charitable giving services, often through trust accounts & life insurance. The report profiles the trust & life insurance offerings of leading distribution channels, with profiles of specific companies as examples, as well as key independent trust companies and life insurance product providers Click Here for Full Story June 17, 2005 - Tiburon is pleased to provide media-only pre-release access to its sixteenth research report titled Estate Planning & Charitable Giving Through Life Insurance & Trust Accounts. This new report addresses the aging baby boomer population and the growing demand for estate planning & charitable giving services, often through trust accounts & life insurance. The report profiles the trust & life insurance offerings of leading distribution channels, with profiles of specific companies as examples, as well as key independent trust companies and life insurance providers Click Here for Full Story June 10, 2005 - Tiburon recently released a new research report on consumer wealth, target markets, & marketing strategies. This release summarizes five fundamental marketing strategies for financial advisors. In short, client and professional referrals remain the primary marketing strategies for many advisors, but there is potential to attract larger clients by developing target marketing strategies Click Here for Full Story June 3, 2005 - Tiburon recently released a new research report on consumer wealth, target markets, & marketing strategies. This release summarizes the key challenges advisors face in serving consumers. In short, almost three-quarters of high net worth investors are dissatisfied with their financial advisors on some level, creating opportunities for advisors in many markets. However, consumers are slow to act on dissatisfaction and competition in the advice market is fierce, with close to 400,000 financial advisors fighting for a share of the high net worth consumer segment Click Here for Full Story May 27, 2005 - Tiburon recently released a new research report on consumer wealth, target markets, & marketing strategies. This release provides an overview of some potential client segmentation strategies for use in determining target markets. In short, there is an unlimited number of potential client segments, with many segments of the Baby Boomer population demanding attention Click Here for Full Story May 20, 2005 - Tiburon is pleased to release its fifteenth research report titled Consumer Wealth, Target Markets, & Marketing Strategies. This new report summarizes the vast amount of consumer wealth in America, the key challenges advisors face in serving this market, and the strategies for determining target markets and developing sales & marketing strategies. The report also highlights Tiburon's predictions on the evolution of the consumer segment and ways in which advisors will need to adapt to excel Click Here for Full Story May 13, 2005 - Tiburon is pleased to provide media-only pre-release access to its upcoming fifteenth research report titled Consumer Wealth, Target Markets, & Marketing Strategies. This new report summarizes the status and growth expectations of consumer wealth in America, the increasingly competitive advice market, and successful strategies for pursuing target markets and developing sales & marketing strategies Click Here for Full Story May 6, 2005 - Tiburon announced plans for its upcoming Ninth Semi-Annual CEO Summit which will be held October 19-20, 2005 in San Francisco, CA. Tiburon's CEO Summits utilize a mix of presentations, panel discussions, and break-out sessions to provide executives from various sectors of the industry with a better understanding of customer needs and leading-edge products such as exchange traded funds and hedge funds, as well as markets such as fee-only financial advisors and international markets. This upcoming CEO Summit will feature presentations from industry leaders, and the popular Ask the Consumers and Ask the Advisors panels Click Here for Full Story April 29, 2005 - Tiburon recently released a substantially updated version of its research report titled A Comprehensive Overview of Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors. This release provides a strategic view for institutional firms including highlights of eight key emerging opportunities. In short, opportunities exist for independent broker/dealers & custodians, mutual fund & other financial product companies, mid-tier financial advisors, and other market participants to capitalize on the succession planning trend Click Here for Full Story April 22, 2005 - Tiburon releases summary highlights of its recently held Eighth Semi-Annual Tiburon CEO Summit. The meeting shined a light on the need for a better understanding of customer needs, and created a forum for the discussion of leading-edge products such as exchange traded funds and hedge funds, as well as markets such as fee-only financial advisors and international markets. Conversations were open, frank, and wide ranging. Highlights included presentations by Chip Roame from Tiburon Strategic Advisors, Jessica Bibliowicz from National Financial Partners, Bill Landman from CMS Companies, Don Phillips from Morningstar, and Hersh Shefrin from Santa Clara University Click Here for Full Story April 15, 2005 - Tiburon recently released a substantially updated version of its research report titled A Comprehensive Overview of Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors. This release summarizes the independent advisor markets and the emergence of the succession planning issue as well as highlighting Tiburon's ten predictions for the future. In short, over 500 fee-only financial advisor transactions will occur over the next five years (plus thousands of additional transactions including independent reps), creating opportunities and challenges for a wide range of constituents Click Here for Full Story April 8, 2005 - Tiburon releases summary agenda for its upcoming Eighth Semi-Annual Tiburon CEO Summit. The meeting will be held April 13-14, 2005 in San Francisco, CA. Seventy-five Tiburon executive clients are scheduled to attend. The agenda will include a variety of presentations, panel discussions, and break-out sessions. Highlights will include the semi-annual state of the industry presentation by Tiburon Managing Principal Chip Roame and guest presentations by Jessica Bibliowicz from National Financial Partners, Bill Landman from CMS Companies, Don Phillips from Morningstar, and Hersh Shefrin from Santa Clara University Click Here for Full Story April 1, 2005 - Tiburon is pleased to release a substantially updated version of its research report titled A Comprehensive Overview of Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors. This updated report summarizes the independent advisor markets & the emergence of the succession planning issue, provides a chronology of the trend brought to life by multiple buyer examples, defines seven keys to successful succession planning, and highlights eight key emerging opportunities Click Here for Full Story March 25, 2005 - Tiburon is pleased to provide media-only pre-release access to its upcoming research report titled A Comprehensive Overview of Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors. This updated report summarizes the independent advisor markets & the emergence of the succession planning issue, provides a chronology of the trend brought to life by multiple buyer examples, defines seven keys to successful succession planning, and highlights eight key emerging opportunities Click Here for Full Story March 18, 2005 - One of Tiburon's most popular services is its half-day market seminar offering. Tiburon market seminars provide clients with quick, yet thorough understandings of industry dynamics and leading players in growing markets. Tiburon market seminars are a great way to kick-off board meetings, management committee meetings, and sales meetings. This release provides an overview of Tiburon market seminars, summaries of six of the most frequently requested seminars, and directions for scheduling seminars Click Here for Full Story March 11, 2005 - Tiburon announced the impressive keynote & guest speaker lineup for its upcoming Eighth Semi-Annual CEO Summit. Tiburon's Managing Principal Chip Roame will kick off the Summit by sharing Tiburon's views on the state of the financial services industry. Guest speakers will include thought and opinion leaders Jessica Bibliowicz, CEO of National Financial Partners, Bill Landman, Partner of CMS Companies, Don Phillips, Managing Director of Morningstar, and Hersh Shefrin, Professor at Santa Clara University, all of whom will share their highly sought after views on consumer needs and innovative business models Click Here for Full Story March 4, 2005 - Tiburon released an update on its research report series that has grown to include over thirty titles. Fourteen research reports are currently available on topics such as the future of the advice industry and building great advisory businesses. The firm plans to publish eighteen additional research reports throughout the year on high-demand topics such as overviews of the fee-only financial advisor and independent rep markets. This release provides summaries of the current reports, a list of upcoming reports, and details on how to place orders Click Here for Full Story February 25, 2005 - Tiburon's consultants are quoted almost daily in a wide variety of media. Periodically, there is such a profound article that Tiburon takes the time to share it broadly. Tiburon's Managing Principal Chip Roame was recently quoted in an article for Research Magazine that served as a wake-up call to advisors who have not developed unique value propositions. In line with the learnings from Tiburon's benchmarking tools about keys for building successful advisory businesses, Chip argued in the Research Magazine article for the importance of determining target markets, something few advisors have done well Click Here for Full Story February 18, 2005 - Tiburon recently released its fourteenth research report titled The Future of Advice, summarizing Tiburon's broad views of the future of the brokerage, investments, private banking, and wealth management industries. This release highlights Tiburon's strategic conclusions. In short, independent advisors are likely to gain market share, the industry focus on branding strategies will likely increase, institutional mergers & acquisitions activity will continue to grow substantially, and venture capital opportunities will regain popularity Click Here for Full Story February 11, 2005 - Tiburon recently released its fourteenth research report titled The Future of Advice, summarizing Tiburon's broad views of the future of the brokerage, investments, private banking, and wealth management industries. This release highlights the tactics advisors can use to build great businesses. In short, determining target markets, developing sales & marketing strategies, leveraging people & technology, and planning for succession are key steps for success Click Here for Full Story February 4, 2005 - Tiburon is pleased to announce the addition of ten new leading industry executives to its Financial Advisor Roundtable and Consulting Fellows programs. The new members include Tim Armour from Morningstar, Larry Roth from Berkshire Capital Securities, and Paul Schaeffer from SEI Investments, and they join existing Tiburon fellows such as Julie Allecta from Paul Hastings, Dennis Clark from Advisor Partners, and Kevin Malone from Greenrock Research. Tiburon's three executive programs include its CEOs-in-Residence, Financial Advisor Roundtable, and Consulting Fellows programs, all of which are intended to help the firm add more value to its clients. This release introduces the new members, provides an overview of Tiburon's executive programs, and hints at things to come Click Here for Full Story January 28, 2005 - Tiburon recently released its fourteenth research report titled The Future of Advice, summarizing Tiburon's broad views of the future of the brokerage, investments, private banking, and wealth management industries. This release summarizes the projected winning product & service offers. In short, individual securities account for 30% of high net worth consumers' investable assets, fee-accounts have grown substantially to almost $1 trillion, and the investment process is being polarized with twin growth patterns in market-linked products and alternative investments Click Here for Full Story January 21, 2005 - Tiburon recently released its fourteenth research report titled The Future of Advice, summarizing Tiburon's broad views of the future of the brokerage, investments, private banking, and wealth management industries. This release highlights of the huge opportunities in consumer wealth. In short, US households control almost three-quarters of all investable assets in the US, accounting for $17 trillion. Stay tuned for the next release on Tiburon's predictions for the winning product & service offers Click Here for Full Story January 14, 2005 - Tiburon announced the release of its fourteenth research report titled The Future of Advice. This release provides key highlights from the report, which addresses Tiburon's views on the future of the brokerage, investments, private banking, and wealth management industries. Stay tuned for subsequent summary releases on the huge opportunities in consumer wealth and the projected winning product & service offers Click Here for Full Story January 7, 2005 - Tiburon is pleased to provide media-only pre-release access to its upcoming fourteenth research report. The report, titled The Future of Advice, summarizes Tiburon's broad views on the future of the brokerage, investments, private banking, and wealth management industries. The report addresses the huge opportunity in consumer wealth, predicts how the affluent consumer segment will evolve, defines four keys for product delivery in the future, and defines three keys for building successful advisory businesses Click Here for Full Story December 31, 2004 - Tiburon released its 2004 year-end client letter that summarizes annual industry developments and shares Tiburon's huge success in multiple areas. In short, Tiburon served its 250th corporate client and executed its 600th project in 2004, held its sixth and seventh CEO Summits, exceded 4,000 users in its advisor benchmarking tools, released two new research reports, and added eight employees to its consulting staff Click Here for Full Story December 24, 2004 - Tiburon Strategic Advisors released an update on its very successful web-based advisor business benchmarking tools. In short, Tiburon manages thirteen web-based benchmarking tools for a variety of types of advisors, ranging from brokers and fee-only financial advisors to tax professionals and insurance agents. These tools have attracted almost 4,000 users, likely making this the largest survey of advisors ever. Tiburon recently hired a dedicated benchmarking tools manager named Yari Wajid and announced plans to release fourteen new reports summarizing the data gathered from the tools Click Here for Full Story December 17, 2004 - Tiburon recently released its thirteenth research report titled A Synopsis of the CPA Industry & Highlights of their Models for Entering the Investments Business. The report has already generated substantial interest among members of the media and financial services industry executives. This release explains how media members can download this report for use in their stories Click Here for Full Story December 10, 2004 - Tiburon released a new research report titled A Synopsis of the CPA Industry & Highlights of their Models for Entering the Investments Business. This release provides a summary of CPAs' evolution since the late 1980s, statistics on the success of CPAs offering investments, and highlights of the five most prominent CPA investments business models. In short, over 90,000 CPAs offer financial planning services; the majority (82%) are reps at independent broker/dealers Click Here for Full Story December 3, 2004 - Tiburon released a summary of the CPA market from its new research report titled A Synopsis of the CPA Industry & Highlights of their Models for Entering the Investments Business. This release includes details on market size & demographics for this complicated market. For instance, there are now 448,847 CPAs including 176,396 employed at 47,751 CPA firms. Stay tuned for the next release summarizing the highlights of the movement of CPAs into financial planning Click Here for Full Story November 26, 2004 - Tiburon released its thirteenth research report titled A Synopsis of the CPA Industry & Highlights of their Models for Entering the Investments Business The report provides a terrific overview of this emerging market, including details on the market size & demographics, highlights of dozen of investment vendors, and profiles of over 100 CPA firms. Subsequent summary releases will focus on the CPA market's size & demographics and the movement of CPAs into financial planning Click Here for Full Story November 19, 2004 - Tiburon released its upcoming thirteenth research report to members of the media. The report, titled A Synopsis of the CPA Industry & Highlights of their Models for Entering the Investments Business, provides a terrific overview of this emerging market, including details on the market size & demographics, highlights of dozens of investment vendors, and profiles of over 100 CPA firms Click Here for Full Story November 12, 2004 - Tiburon is pleased to announce the addition of another four new employees to its growing team. Because of its successful weekly research releases program, online advisor benchmarking tools, research report series, executive programs, and semi-annual CEO Summits, Tiburon's business is growing quickly, creating new opportunities for research and marketing managers. In recent weeks, the firm has added six new research managers and two new marketing managers Click Here for Full Story November 5, 2004 - Tiburon announced plans for its upcoming Eighth Semi-Annual CEO Summit which will be held April 13-14, 2005 in San Francisco, CA. Tiburon CEO Summits bring executives from various sectors of the financial services industry together for dynamic discourse on current industry opportunities and issues. This upcoming CEO Summit will feature presentations from industry leaders, the popular Ask the Consumers and Ask the Advisors panels, and the new Key Issues series of break-out sessions Click Here for Full Story October 29, 2004 - Tiburon released summary highlights of its Seventh Semi-Annual Tiburon CEO Summit. The meeting shined a light on the need for a better understanding of customer needs, and created a forum for the discussion of leading-edge products such as exchange traded funds and hedge funds, as well as markets such as fee-only financial advisors and retirement plans. Conversations were open, frank, and wide ranging. Highlights included presentations by Chip Roame of Tiburon Strategic Advisors, Bill Hambrecht of WR Hambrecht & Company, Mark Lopez of LPL Financial Services, Morgan White of Woodside Asset Management, and Cameron Miller of Lovell Minnick Partners Click Here for Full Story October 22, 2004 - Tiburon announced its move to new larger offices and the addition of four new employees. This expansion represents Tiburon's next step in what is expected to be a fairly rapid expansion, building on its huge success to date in serving over 250 corporate clients. Future plans include the addition of still more research and marketing managers, as well as principals and vice presidents Click Here for Full Story October 15, 2004 - Tiburon released summary agenda for its upcoming seventh semi-annual Tiburon CEO Summit. The meeting will be held October 21-22, 2004 in San Francisco, CA. Seventy-five Tiburon executive level clients are scheduled to attend. The agenda will include a variety of presentations, panel discussions, and breakout sessions. Highlights will include the semi-annual state of the industry presentation by Tiburon Managing Principal Chip Roame and a guest appearance by Bill Hambrecht, Founder of both WR Hambrecht & Company and Hambrecht & Quist Click Here for Full Story June 4, 2004 - Tiburon announced the introduction of ten new business benchmarking tools at its sixth semi-annual CEO Summit to form a complete family of thirteen Tiburon benchmarking tools. Tiburon’s FREE business benchmarking tools allow various types of financial advisors, brokers, bankers, and others to benchmark their business practices and seek out best practices by comparing to their peers. Tiburon offers all advisors who complete the surveys a free copy of the 200-300 page analytical reports that summarizing the findings. Click Here for Full Story
May 28, 2004 - Tiburon releases summary highlights of its recently held sixth semi-annual Tiburon CEO Summit. The meeting shined a light on better understanding customer needs, and created a forum for the discussion of leading-edge products such as exchange traded funds and hedge funds as well as markets such as fee-only financial advisors and 401K plans. Conversations were open, frank, and wide ranging. Click Here for Full Story
May 21, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases provides the detailed table of contents of that report. The report includes insights on conversion strategies, technology use, and profit margins, and can be purchased for $1,000 through Tiburon or received free by independent tax professionals who participate in the business benchmarking survey at www.TaxProBestPractices.Com. Click Here for Full Story May 14, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases provides feedback on value added opportunities for vendors serving independent tax professionals. In short, there are dozens of ways that vendors can help independent tax pros build financial planning businesses. Five possibilities are highlighted in this release – conversion assistance, product & service expansion assistance, sales & marketing assistance, business building assistance, and succession planning assistance. Click Here for Full Story
May 7, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses feedback broadly on industry vendors. In short, there are some leading vendors amongst tax professionals; for instance, HD Vest is named as broker/dealer by 65% of the survey participants utilizing a broker/dealer or custodian and Morningstar is reportedly utilized as a data & research service by 47% of survey participants. Five separate tax software products receive satisfaction scores of 8.3-9.3, including Lacerte, Ultra Tax, CCH, Drake, and Tax Wise. Three mutual fund companies have penetrated almost half of the market – MFS (47%), Oppenheimer (47%), and Putnam (46%). Click Here for Full Story
April 30, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses feedback on mutual fund companies gathered from its tax pro best practices survey tool. In short, tax professionals use a wide variety of mutual fund families quite extensively, with Oppenheimer (47%), MFS (47%), and Putnam (46%) leading the way. Mutual fund use is consistent across tax professionals of various sizes, with the larger firms concentrating their use a bit more (MFS, Oppenheimer, and Putnam all exceed 60% utilization amongst $1 million + revenue firms) and utilizing a bit more no-load funds like Vanguard and Janus (utilization scores of ~20%-30%). Click Here for Full Story
April 23, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses feedback on broker/dealers & custodians gathered from its tax pro best practices survey tool. In short, while being the most widely utilized independent broker/dealer or custodian (65%), HD Vest also earns a solid satisfaction score as well (8.1). No other independent broker/dealer or custodian is even close in the business of serving as an independent broker/dealer or custodian for independent tax professionals. Competitors have utilization rates in the single digit percents, with satisfaction scores generally ranging between 7.0 and 8.0. Click Here for Full Story
April 16, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses the fifth and final best practice learned from tax pros. Specifically, leading independent tax professionals define business goals & develop written plans; keys include focusing on the correct economic measures (e.g., conversion ratios, revenues/assets, pre-tax profit margins, and absolute profits), developing business documentation (e.g., business plans), clarifying a succession plan, and possibly leveraging the services of a financial advisor coach. Click Here for Full Story April 9, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses the fourth best practice learned from tax pros. Specifically, leading independent tax professionals build the necessary support infrastructure; the key leverage points in this business are people & technology. The largest independent tax professionals have 21.6 employees versus 3.1 for the smallest tax professionals and they allocate 49% of expenses to non-owners compensation versus 27% for the smallest tax professionals. Click Here for Full Story
April 2, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses the third best practice learned from tax pros. Specifically, leading independent tax professionals continue to grow their core tax businesses and also develop appropriate marketing methodologies. The largest independent tax professional firms complete 2,522 tax returns each year versus 573 for the average firm. And while the industry is heavily reliant on client referrals (49% of all new clients), the leading independent reps have found ways to create more referrals and at the same time lessen their reliance on such referrals. Click Here for Full Story
March 26, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses the second best practice learned from tax pros. Specifically, leading independent tax professionals choose product & service offers to support their chosen target markets; three key opportunities are in fee-accounts, investment consulting, and wealth management. Fee-based pricing is certainly the booming business model for independent tax professionals although they are still early in this transition, with just 14% of client assets being invested in fee-accounts. Click Here for Full Story
March 19, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses the first best practice - leading independent tax professionals focus on conversion ratios and develop leading-edge conversion processes. The average tax professional converts 21% of his/her tax clients into financial planning clients. Many (68%) report including financial planning in tax appointments. Click Here for Full Story
March 12, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases estimates the size of the opportunity for CPA, EAs, & other tax professionals in entering the financial planning & investment management business. This release also addresses five best practices learned from the most successful independent tax professionals: 1) determine client conversion expectations & develop systematic conversion processes, 2) chose product & service offers to support conversion process, 3) continue growing core tax business, 4) build necessary support infrastructure, and 5) define business goals & develop written plans. Click Here for Full Story
March 5, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses the distinct practices of successful tax professionals. First off, surprisingly, the largest tax professionals are not the oldest but rather younger than the average; this stems from their earlier start in the business than their peers. The largest independent tax professionals have 4.1 partners (versus the 1.3 industry average), 17.5 employees (versus 3.3), 2,628 tax clients (versus 558), 640 financial planning clients (versus 118), $1.8 million of revenues (versus $242,000), and 54% high income clients (versus 30%). Other data reveals the leading vendors in dozens of categories across various independent tax professional firm sizes. Click Here for Full Story
February 27, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. This releases addresses a wide range of the differences amongst tax professionals using various models. For instance, Charles Schwab serves the youngest tax professionals while 1st Global serves the oldest. Those tax professionals using the independent broker/dealers have had the most experience in financial planning. Charles Schwab and HD Vest seem best at helping their tax professionals convert tax clients into financial planning clients as well (conversion ratios of 38% and 21% respectively). Click Here for Full Story
February 20, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Tax Professionals. Broad findings cover all areas of a tax professional’s business, especially in regards to entering the financial planning & investment management business. The average independent tax professional generates $242,000 of revenues, with 54% coming from tax services, 19% from accounting, and 15% from financial planning. The average tax pro has chosen to enter the financial planning business to increase income (8.4), is focused on relatively less wealthy clients (with 50% of clients having investable assets <$100,000), relies on an independent broker/dealer model (77%), and heavily utilizes mutual funds (60%), with Oppenheimer, MFS, and Putnam being the three most popular mutual fund families. Click Here for Full Story
February 13, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Independent Reps. This release summarizes the table of contents of that report. Copies can be ordered for $1,000 from Krista Jenssen at Tiburon. Click Here for Full Story
February 6, 2004 - Tiburon recently released its year-end client letter. The letter reveals huge success in multiple areas - market research & strategy consulting, research reports & market seminars, CEO summits, executive programs, benchmarking tools, and research releases. Click Here for Full Story
January 30, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors. This release summarizes the table of contents of that report. Copies can be ordered for $1,000 from Krista Jenssen at Tiburon. Click Here for Full Story
January 23, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors. This release highlights value-added opportunities for vendors serving fee-only financial advisors. Five specific areas of opportunity exist in helping advisors to: 1) define appropriate target markets, 2) choose product & service offers to meet client demands, 3) develop successful sales & marketing strategies, 4) build the necessary infrastructure in terms of people & technology, and 5) document business processes and plan for retirement. Click Here for Full Story
January 16, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors. This release highlights feedback on vendors utilized by fee-only financial advisors. Specifically, feedback reveals the dominance of Morningstar (76%, 68%, and 66% utilization scores in three separate categories) and Schwab (50%, 45%, and 44% in three categories as well). Survey data also shows the competitive nature of several product markets, including the publications market (four publications with readership levels above 40%) and the mutual funds market (four mutual fund companies with utilizations above 42%). Click Here for Full Story
January 9, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors. This release highlights feedback on mutual fund companies. Specifically, the research reveals that although it has had numerous set backs over recent years, Janus is still the most widely utilized mutual fund family amongst fee-only financial advisors, still with 60% utilization. Other mutual fund families though have been gaining on Janus, including Vanguard (45%) and Fidelity (43%). Small mutual fund companies, while being the focus of many advisors, have a difficult time making the leaders board due to the industry's fragmentation. Click Here for Full Story
January 2, 2004 - Tiburon recently released an updated version of its comprehensive report on the Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors. This release highlights feedback on custodians. Specifically, the data reveals an interesting anomaly in advisor views. On one hand, fee-only financial advisors claim to be most satisfied with Charles Schwab, giving Schwab an overall satisfaction score of 8.4 (versus 6.4 - 7.7 for its competitors). On the other hand, TD Waterhouse often receives the highest satisfaction score on individual components. Click Here for Full Story Please click here to view releases from 2010. Please click here to view releases from 2001-2003. All of the research releases summarized above are intended for wide distribution; Tiburon sends out these releases in an effort to share research findings widely throughout the industry. If you would like to receive future weekly Tiburon Research Releases, please visit the Sign Up to Receive Tiburon's Research Releases page. Tiburon consultants are also widely quoted in the media; to read short summaries of some of those quotes, please visit the Media Coverage page. If you are a media representative and would like to schedule an interview with one of Tiburon's consultants, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540. |
