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 58,000 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.

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.

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.

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.

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).

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.
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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.

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.

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.

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.

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:

Fee-Only Financial Advisors (RIAs) Market
Financial Advisor Mergers & Acquisitions
Institutional Mergers & Acquisitions

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:

Hedge Funds
Real Estate
Wine Investment
Upscale Channels Markets (e.g., Private Trust Companies, Boutique Brokerage Firms)
CPAs & Tax Pros Market
Europe, Middle East, & Africa Markets
Asia Pacific Markets
Management Consulting
Strategic Frameworks

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, 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.

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.

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.

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.

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.

January 18, 2008 - CONSUMER WEALTH, LIQUEFACTION, & THE RETIREMENT INCOME CHALLENGE RESEARCH REPORT - KEY HIGHLIGHTS

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, 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:

Consumer Wealth, Liquefaction, & the Retirement Income Challenge
Separately Managed Accounts & Other Fee-Account Programs

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:

Mutual Funds
Independent Reps & Independent Broker/Dealers
Financial Advisor Benchmarking & Best Practices

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.

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.

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.

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.

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:

Walt Bettinger (President, The Charles Schwab Corporation)
Mike Byrum (President, Rydex Investments, Security Benefit Group)
Joe Deitch (CEO, Commonwealth Financial Network)
John Hailer (CEO, Natixis Global Associates, North America, Natixis, Banque Populaire Group & Caisse D'Epargne Group)
Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group)
John Murphy (CEO, Oppenheimer Funds, Mass Mutual Financial Group)
Ron Ryan (CEO, Ryan ALM)
Michael Steinhardt (Chairman, Wisdom Tree Investments)

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:

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.

November 9, 2007 - TIBURON RESEARCH REPORT - 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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:

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.

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.

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.

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

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

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

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)

May 25, 2007 - NEW TIBURON RESEARCH REPORT -- INDEXING & EXCHANGE TRADED FUNDS

Tiburon is pleased to announce its new research report titled A Comprehensive Overview of the Market-Linked Products Industry, Including Indexed Separate Accounts, Index Mutual Funds, & Exchange Traded Funds. This updated report provides readers with an understanding of the market-linked products industry, and this release includes some key highlights and future predictions from the report

May 18, 2007 - New Tiburon Research Report -- Hedge Funds

Tiburon is pleased to announce a new research report titled A Comprehensive Overview of the Hedge Funds Industry. This updated report provides a detailed summary of hedge fund business trends, the product's key distribution channels, and Tiburon’s expectation for the market's future

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)

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

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

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

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

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

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)

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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