Research Releases - 2006 - 2007

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 15,000 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. Please click on the links below for summaries and links to full copies of prior or recent Tiburon research releases.

2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003


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.

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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.

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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.

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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.

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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:

  • 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)

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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:

  • Retail Banks Market
  • Full-Service Brokerage Market
  • Online Financial Services Market
  • Fee-Only Financial Advisors (RIA) Market
  • Insurance Agents Market
  • Other Infrastructure Issues

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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:

  • 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)

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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.

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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.

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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.

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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:

  • 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)

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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

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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

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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

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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)

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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

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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

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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)

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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

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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

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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

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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

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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

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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)

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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

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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)

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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


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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)

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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

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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

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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

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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)

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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

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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

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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

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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

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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.

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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.

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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.


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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.

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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.

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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.


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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).


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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.

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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.

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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.

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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.

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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

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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

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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

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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

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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

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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

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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

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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)

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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

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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

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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.

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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

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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)

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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

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Please click on the links below for summaries and links to full copies of prior or recent Tiburon research releases.

2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 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.