Research Releases - 2010- 2011

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 80,000 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.

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December 30, 2011 - TIBURON RESEARCH RELEASE - INDEPENDENT REPS, THE BANK OF NEW YORK MELLON CORPORATION, & TIBURON CEO SUMMIT XXII - OPENING KEYNOTE SPEAKER PRESENTATION

Tiburon is pleased to announce the release of its research on Independent Reps. The purpose of this research is to provide readers with an initial understanding of the independent reps & independent broker/dealers market, which is a booming market of over 90,000 series seven registered reps who own their own
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businesses and utilize independent broker/dealers such as LPL Financial, Raymond James, Securities America, & Commonwealth Financial Network. A parallel research to pic published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Independent Reps, provides extensive bottom up analysis of the specific actions of independent reps. This research provides a top down view of the market. Some independent reps are dually registered, having their own RIAs; those reps are referred to as hybrid reps in this research and are likewise addressed in Tiburon's fee-based financial advisor (RIAs) research.
Tiburon is pleased to announce the release of its research on The Bank of New York Mellon Corporation. The Bank of New York Mellon Corporation was
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founded as First Bank of New York by Alexander Hamilton in 1784. The firm is based in New York, NY, has operations in 33 countries, 48,000 employees, $201 billion assets, $1.2 trillion assets under management, $25.9 trillion assets under custody, generates $13.9 billion revenues, & earns $2.5 billion. The Bank of New York Mellon Corporation is led by its CEO Thomas Renyi & President Gerald Hassell and is a public company trading on the New York Stock Exchange under the symbol BK. Its web sites can be found at www.bnymellon.com, www.bankofnewyork.com, www.mellon.com, www.dreyfus.com, www.pershing.com, & www.pershingadvisorsolutions.com.
Tiburon Strategic Advisors is pleased to announce the expected content of its Tiburon CEO Summit XXII opening keynote speaker presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXII with his presentation broadly addressing the state of the financial services industry. Tiburon CEO Summit XXII will be held April 17 - 18, 2012 at the Ritz Carlton Hotel in New York, NY.

Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Charles Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, &
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boards of directors in the brokerage, investments, banking, & insurance markets. Prior to forming Tiburon in 1998, Mr. Roame served in similar capacities, first as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation. Mr. Roame is quoted daily throughout the media and, due to Tiburon's widely shared research, he may be the most frequently demanded board advisor and conference speaker. His particular expertise is that of corporate strategy for larger financial services firms, designing broad multi-faceted strategies and making trade-offs between alternative businesses, products, & markets.


December 23, 2011 - TIBURON RESEARCH RELEASE - FINANCIAL ADVISOR MERGERS & ACQUISITIONS, BRAODRIDGE FINANCIAL SOLUTIONS, & TIBURON CEO SUMMIT XXII - CONFIRMED ATTENDEE LIST

Tiburon is pleased to announce the release of its research on Managed Accounts & Other Packaged Fee-Account Programs. The purpose of this
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research is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs and other fee-account programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards the eight types of fee-account programs: fee-based brokerage accounts, broker wrap accounts, mutual fund wrap accounts, annuity wrap accounts, ETF wrap accounts, multiple style portfolios, separately managed accounts, & unified managed accounts. This comprehensive research includes statistics on the leading players, details of each market segment, highlights of innovations in the four components of fee-account programs, & predictions for the future.

Tiburon is pleased to announce the release of its research on Broadridge Financial Solutions. Broadridge Financial Solutions was founded as ADP
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Brokerage Services in 1968. The firm was spun-off by ADP in 2007. It is based in New York, NY, has 4,000 employees, generates $2.2 billion revenues, $190 million net income, and is led by its Chairman Arthur Weinbach, CEO Rich Daly, & President John Hogan. Broadridge Financial Solutions is publicly owned and traded on the NYSE under the symbol BR. Broadridge Financial Solutions' web site can be found at www.broadridge.com.
Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce its confirmed attendees for Tiburon CEO Summit XXII to be
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held April 17-18, 2012 at the Ritz Carlton Hotel in New York, NY. Tiburon sends invitations to its semi-annual CEO Summits exclusively to C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. Other managing directors and senior vice presidents (and all others) are not invited in order to keep the discussion focused on CEO-level issues and to try to manage the size of each CEO Summit to 200 client attendees.


December 16, 2011 - TIBURON RESEARCH RELEASE - FEE-ACCOUNTS, THE EDELMAN FINANCIAL GROUP, & TIBURON CEO SUMMIT XXII MEETING AGENDA

Tiburon is pleased to announce the release of its research on Managed Accounts & Other Packaged Fee-Account Programs. The purpose of this research is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs
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and other fee-account programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards the eight types of fee-account programs: fee-based brokerage accounts, broker wrap accounts, mutual fund wrap accounts, annuity wrap accounts, ETF wrap accounts, multiple style portfolios, separately managed accounts, & unified managed accounts. This comprehensive research includes statistics on the leading players, details of each market segment, highlights of innovations in the four components of fee-account programs, & predictions for the future.

Tiburon is pleased to announce the release of its research on The Edelman Financial Group. The Edelman Financial Group was founded in 1988 and is based in Houston,
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TX. The firm operates in 25 states, has 41 offices, 530 employees, 17,000 clients, 29,000 accounts, $18.6 billion assets under management & administration, generates $169 million revenues, and earns $9.7 million. The company is publicly owned, traded on the NASDAQ under the symbol EF, and is led by its Co-CEOs George Ball & Ric Edelman. The Edelman Financial Group's web sites can be found at www.edelmanfinancial.com, www.smhgroup.com, www.ricedelman.com, www.emapinvestor.com, www.globalhou.com, www.leonettiassoc.com, www.rikooncarret.com, www.miller-green.com, www.pintrust.com, www.isgca.net, www.kissingernet.com, www.signethealthcarepartners.com, www.smhca.com, www.smhpeg.com, www.cummermoyers.com, www.capitolmanagementgroup.org, & www.selectsportsgroup.com.

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the meeting agenda of Tiburon CEO Summit XXII. Tiburon CEO Summit XXII will be held April 17 - 18,
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2012 at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summit XXII will officially start at 7:45am on Tuesday, April 17, 2012 at the Ritz Carlton Hotel in New York, NY, include a group dinner that night at Delmonico's Restaurant in New York, NY and finish at 12:30pm on Wednesday, April 18, 2012. More casually, Tiburon CEO Summit XXII will begin with a cocktail reception the prior evening Monday April 16, 2012 at 6:00pm at the Ritz Carlton Hotel. 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 banking, brokerage, investments, insurance, advice, & wealth management businesses.


December 9, 2011 - TIBURON RESEARCH RELEASE - KEY DRIVING FACTORS, JP MORGAN CHASE, & TIBURON CEO SUMMIT XXII PUBLIC ANNOUNCEMENT

T
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iburon is pleased to announce the release of its research on Financial Advisor Mergers & Acquisitions. The purpose of this research is to provide readers with an understanding of the issues surrounding succession planning, firm valuations, & the growing acquisition market for financial advisory businesses. While this topic has become quite popular throughout the industry, little reliable and consistent market data exists because many transactions take place between related parties and acquirers do not disclose the terms of their transactions. As a result, Tiburon’s primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a financial advisory firm, this report is a great reference.

Tiburon is pleased to announce the release of its research on JP Morgan Chase. JP Morgan Chase was founded as the Bank of Manhattan Company in 179
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9 and is based in New York, NY. The company has 250,095 employees, 8.0 million client accounts, $2.1 trillion assets, generates $102.7 billion revenues, & earns $17.4 billion. JP Morgan Chase is a public company trading on the New York Stock Exchange under the symbol JPM and is led by its CEO Jamie Dimon. Its web sites can be found at www.jpmorganchase.com, www.chase.com, www.jpmorgan.com, www.jpmorganfunds.com, www.wamu.com, & www.americancentury.com. JP Morgan Chase's comprehensive Power Point deck below includes a synopsis of its history, including its key phases including its establishment phase, key mergers phase, & JP Morgan Chase phase. Its profile includes the key statistics of the firm, including offices, employees, clients, assets under administration, revenues, & net profits. Its profile includes detailed outlines of its core businesses including retail financial services, commercial banking, investment banking, card services, treasury and securities services, and asset management & private banking. And its profile concludes with the highlights of its organizational structure & ownership.

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXII to be held April 17 - 18,
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2012 at the Ritz Carlton Hotel in New York, NY. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. Tiburon's CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.


December 2, 2011 - TIBURON RESEARCH RELEASE - THE INDEPENDENT REPS & INDEPENDENT BROKER/DEALERS MARKET, EVERBANK FINANCIAL, & TIBURON CEO SUMMIT XXI - GUEST SPEAKER HIGHLIGHTS

Tiburon is pleased to announce the release of its research on Independent Reps & Independent Broker/Dealers Market. The purpose of this research is to provide readers with an initial understanding of the independent reps & independent broker/dealers market, which is a booming market of over 90,000 series seven registered reps who own their own businesses and utilize independent broker/dealers such as LPL Financial, Raymond James, Securities America,
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& Commonwealth Financial Network. A parallel research topic published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Independent Reps, provides extensive bottom up analysis of the specific actions of independent reps. This research provides a top down view of the market. Some independent reps are dually registered, having their own RIAs; those reps are referred to as hybrid reps in this research and are likewise addressed in Tiburon’s fee-based financial advisor (RIAs) research.

Tiburon is pleased to announce the release of its research on EverBank Financial. EverBank Financial was founded as Alliance Mortgage Company in 1962
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. It is based in Jacksonville, FL, has 2,300 employees, 600,000 clients, $12.0 billion assets, $9.7 billion deposits, $31 billion loan servicing balances, $9.0 billion loan production volume, $287 million revenues, & $188.9 million net profits. EverBank Financial is led by its CEO Robert Clements. Its web sites can be found at www.everbank.com, www.everbankflorida.com, www.everhomemortgage.com, www.mtgally.com, www.everbankwholesale.com, www.bnymortgage.com, & www.everbankcorrespondent.com.


Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XXI guest speaker presentations. Tiburon CEO Summit XXI was held October 12-13, 2010 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon Strategic Advisors had an impressive group of guest speakers at theT
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iburon CEO Summit XXI. Along with Tiburon's Managing Partner Chip Roame and Tiburon CEO Summit award recipients Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University), guest speakers included Pete Kight (Managing Partner, The ComVest Group), Michael Sapir (CEO, ProShares), & Paul Steiger (CEO, Pro Publica).




November 25, 2011 - TIBURON RESEARCH RELEASE - FEE-BASED FINANCIAL ADVISORS (RIAS), NEW YORK LIFE, & TIBURON CEO SUMMIT XXI - AWARD RECIPIENT HIGHLIGHTS

Tiburon is pleased to announce the release of its research on Fee-Based Financial Advisors (RIAs). The purpose of this research is to provide readers with an initial understanding of the fee-based financial advisors (RIAs) market, the fastest growing financial services market & distribution channel. The research goes
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to painstaking efforts to define this market, which is often improperly defined and measured by others. A parallel research topic published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Fee-Based Financial Advisors, provides extensive bottom up analysis of the specific actions of fee-based financial advisors. This research provides a top down view of the market. Some fee-based financial advisors are dually registered, hanging a brokerage license at a friendly independent broker/dealer; those fee-based financial advisors are referred to as hybrid advisors in this research and are likewise addressed in Tiburon's independent reps research.

Tiburon is pleased to announce the release of its research on New York Life. New York Life was founded as Nautilus Insurance
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Company in 1841 and is based in New York, NY. The firm has 16,835 employees, $316 billion assets under management, generates $24.1 billion revenues, & earns $1.7 billion. The company is led by its CEO Ted Mathas. New York Life's web sites can be found at www.newyorklife.com, www.guaranteesmatter.com, www.myguarantee.com, www.nylim.com, www.eclipsefunds.com, www.msinvestors.com, www.mackayshields.com, www.mcmorgan.com, & www.nylcareersforwomen.com.

Tiburon Strategic Advisors is pleased to provide a summary of the content of its Tiburon CEO Summit.
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the most recent recipients of its Tiburon CEO Summit Awards. Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University) were recognized as Tiburon CEO Summit award winners at Tiburon CEO Summit XXI on October 12-13, 2011 because they exemplify three central themes; Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. The award recipients are chosen by a running tally of the votes of thousands of prior Tiburon CEO Summit attendees.


November 18, 2011 - TIBURON RESEARCH RELEASE - FEE-ACCOUNTS, ENVESTNET, & TIBURON CEO SUMMIT XXI - OPENING KEYNOTE PRESENTATION HIGHLIGHTS

Tiburon is pleased to announce the release of its research on Separately Managed Accounts & Other Packaged Fee-Account Progra
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ms. The purpose of this research is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs and other fee-account programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards the eight types of fee-account programs: fee-based brokerage accounts, broker wrap accounts, mutual fund wrap accounts, annuity wrap accounts, ETF wrap accounts, multiple style portfolios, separately managed accounts, & unified managed accounts. This comprehensive research includes statistics on the leading players, details of each market segment, highlights of innovations in the four components of fee-account programs, & predictions for the future.

Tiburon is pleased to announce the release of its research on Envestnet. Envestnet was founded in 1999 by Jud Bergman, Jim
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Lumberg, & Brandon Thomas. The firm is based in Chicago, IL, has six offices, 539 employees, 1,000 institutional clients, 22,000 financial advisor clients, 910,000 accounts, $139 billion assets, $123 million revenues, $80.5 million gross profits, $12.1 million operating income, $18.1 million EBITDA, $27.5 million adjusted EBITDA, & $7.5 million net profits. The company is led by its CEO Jud Bergman and is a public company trading on the New York Stock Exchange under the symbol ENV. Its web sites can be found at www.envestnet.com, www.envestnetadvisor.com, www.fundquest.com, www.pmcadvisor.com, www.investpmc.com, www.oberonft.com, www.myfiduciaryopportunity.com, & www.thefiduciaryopportunity.com.

Tiburon Strategic Advisors is pleased to provide a summary of the content of its Tiburon CEO Summit XXI opening keynote presentation. Chip
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Roame (Managing Partner, Tiburon Strategic Advisors) kicked off Tiburon CEO Summit XXI with his presentation broadly addressing the state of the financial services industry. Though Mr. Roame is included on lists of key industry voices and influencers regularly, he commented that given Tiburon's unique mission, he sees himself as, "an observer of the industry, not in the industry". Tiburon Strategic Advisors focuses on corporate level strategy consulting and research across all of the channel, product, & strategic areas, within the financial services industry.


November 11, 2011 - TIBURON RESEARCH RELEASE - FINANCIAL ADVISOR MERGERS & ACQUISITIONS &  TIBURON CEO SUMMIT XXII PUBLIC ANNOUNCEMENT

Tiburon is pleased to announce the release of its research on Financial Advisor Mergers & Acquisitions. The purpose of this research is to provide readers with an understanding of the issues surrounding succession planning, firm valuations, & the growing acquisition market for financial advisory businesses. While this topic has become quite popular throughout the industry, little reliable and consistent market data exists because many transactions take place between related parties and acquirers do not disclose the terms of their transactions. As a result, Tiburon’s primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a financial advisory firm, this report is a great reference.

To learn more about Tiburon's research on Financial Advisor Mergers & Acquisitions Click here ...

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXII to be held April 17 - 18, 2012 at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

To learn more about Tiburon CEO Summit XXII Click here ...


November 3, 2011 - TIBURON CEO SUMMIT XXI - GUEST SPEAKER HIGHLIGHTS & TIBURON RESEARCH RELEASE - THE EDELMAN FINANCIAL GROUP

Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XXi guest speaker presentations. Tiburon CEO Summit XXI was held October 12-13, 2010 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon Strategic Advisors had an impressive group of guest speakers at the Tiburon CEO Summit XXI. Along with Tiburon's Managing Partner Chip Roame and Tiburon CEO Summit award recipients Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University), guest speakers included Pete Kight (Managing Partner, The ComVest Group), Michael Sapir (CEO, ProShares), & Paul Steiger (CEO, Pro Publica).

To learn more about Tiburon CEO Summit XXI Award Recipients Click here ...

Tiburon is pleased to announce the release of its research on The Edelman Financial Group. The Edelman Financial Group was founded in 1988 and is based in Houston, TX. The firm operates in 25 states, has 41 offices, 530 employees, 17,000 clients, 29,000 accounts, $18.6 billion assets under management & administration, generates $169 million revenues, and earns $9.7 million net profits. The company is publicly owned, traded on the NASDAQ under the symbol EF, and is led by its Co-CEOs George Ball & Ric Edelman. The Edelman Financial Group's web sites can be found at www.edelmanfinancial.com, www.smhgroup.com, www.ricedelman.com, www.emapinvestor.com, www.globalhou.com, www.leonettiassoc.com, www.rikooncarret.com, www.miller-green.com, www.pintrust.com, www.isgca.net, www.kissingernet.com, www.signethealthcarepartners.com, www.smhca.com, www.smhpeg.com, www.cummermoyers.com, www.capitolmanagementgroup.org, & www.selectsportsgroup.com.

To learn more about Tiburon's research on The Edelman Financial Group Click here ...


October 28, 2011 - TIBURON CEO SUMMIT XXI - AWARD PRESENTATION HIGHLIGHTS & TIBURON RESEARCH RELEASE - ECONOMY & MARKETS

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the recipients of its Tiburon CEO Summit Awards. Rob Arnott (CEO, Research Affiliates) and Bill Sharpe (Professor Emeritus, Stanford University) were recognized as Tiburon CEO Summit award recipients who exemplify three central themes; Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), and Taking Responsibility. These awards were presented at Tiburon CEO Summit XXI October 12-13, 2011.

To learn more about Tiburon CEO Summit XXI Award Recipients Click here ...

Tiburon is pleased to announce the release of its research on Economy & Markets. The purpose of this research is to provide readers with an initial understanding of the economy & markets and their impact on the financial services industry, various products & services, various markets & distribution channels, and specific financial services firms. This research addresses the unemployment rate, interest rates, inflation, the value of the dollar, oil prices, home sales, & other factors, and their collective impact on the stock & bond markets, and the financial services industry.

To learn more about Tiburon's research on Economy &Markets Click here ...


October 21, 2011 - TIBURON CEO SUMMIT XXI - OPENING KEYNOTE PRESENTATION HIGHLIGHTS & TIBURON RESEARCH RELEASE - AMERICAN INTERNATIONAL GROUP

Tiburon Strategic Advisors is pleased to provide a summary of the content of its Tiburon CEO Summit XXI keynote opening speaker presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) kicked off Tiburon CEO Summit XXI with his presentation broadly addressing the state of the financial services industry. Though Mr. Roame is included on lists of key industry voices and influencers regularly, he commented that given Tiburon’s unique mission, he feels that he is “an observer of the industry” though “not in the industry”. Tiburon Strategic Advisors focuses on corporate level strategy consulting and research across all of the channel, product, & strategic areas, within the financial services industry.

To learn more about Tiburon CEO Summit XXI Opening Keynote Presentation Click here ...

Tiburon is pleased to announce the release of its research on American International Group (AIG). AIG was founded by Cornelius Starr in 1919 and is based in New York, NY. AIG operates in 130 countries, has 96,000 employees, generates $77.3 billion revenues, & earns $7.8 billion. AIG is a public company trading on the New York Stock Exchange under the symbol AIG and is led by its CEO Martin Sullivan. Its web sites can be found at www.aig.com, www.aigcorporate.com, www.aigdirect.com, www.aigpcg.com, www.aigpassport.com, www.americangeneral.com, www.aigag.com, www.aiglifebrokerage.com, www.agla.com, www.aigbenefitsolutions.com, www.aigannuity.com, www.aigvalic.com, www.america-speaks-out.com, www.sunamericafunds.com, www.royalalliance.com, & www.aigsunamerica.com.

To learn more about Tiburon's research on American International Group (AIG) Click here ...


October 14, 2011 - TIBURON CEO SUMMIT XXII - PUBLIC ANNOUNCEMENT & TIBURON RESEARCH RELEASE - CONSUMER WEALTH

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXII to be held April 17 - 18, 2012 at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees. Click here to learn more.

To learn more about Tiburon CEO Summit XXII Click here ...

Tiburon is pleased to announce the release of its research on Consumer Wealth. The purpose of this research 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 impacts of the recent declines in both the stock market and home equity.

To learn more about Tiburon's research on Consumer Wealth Click here ...


October 7, 2011 - TIBURON CEO SUMMIT XXI - GUEST SPEAKERS ANNOUNCEMENT & TIBURON RESEARCH RELEASE - NORTHWESTERN MUTUAL

Tiburon Strategic Advisors is pleased to announce the Tiburon CEO Summit XXI guest speakers. Along with Tiburon's Managing Partner Chip Roame and Tiburon CEO Summit award recipients Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University), guest speakers will include Pete Kight (Managing Partner, The ComVest Group), Michael Sapir (CEO, ProShares), & Paul Steiger (CEO, Pro Publica).

To learn more about Tiburon's CEO Summit XXI Guest Speakers Click here ...

Tiburon is pleased to announce the release of its research on Northwestern Mutual. Northwestern Mutual was founded in 1857 as Mutual Life Insurance Company of the State of Wisconsin by John Johnston. The firm is based in Milwaukee, WI, has 5,000 employees, and generates $23 billion revenues. Northwestern Mutual is led by its CEO John Schlifske. Its web sites are www.northwesternmutual.com, www.nmfn.com, www.toddorg.com, www.russell.com, www.russelllink.com, www.russelletfs.com, & www.pipplc.com.

To learn more about Tiburon's research on Northwestern Mutual Click here ...


September 30, 2011 - TIBURON CEO SUMMIT XXI - AWARD RECIPIENTS ANNOUNCEMENT & TIBURON RESEARCH RELEASE - INSTITUTIONAL MARKETS

Tiburon Strategic Advisors Strategic Advisors is pleased to to announce the recipients of its Tiburon CEO Summit Awards. Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XXI October 12-13, 2011.

To learn more about Tiburon's CEO Summit XXI Award Recipients Click here ...

Tiburon is pleased to announce the release of its research on Institutional Markets. The purpose of this research is to provide readers with an initial understanding of the institutional markets, including defined benefit plans, defined contribution plans, endowments & foundations, corporate cash & treasury services, and sovereign wealth funds & other foreign investors. Along with the consumer markets and the international markets, the institutional markets are considered one of the three major markets.

To learn more about Tiburon's research on Institutional Markets Click here ...


September 23, 2011 - TIBURON CEO SUMMIT XXI - AWARD RECIPIENTS ANNOUNCEMENT & TIBURON RESEARCH RELEASE - FIDELITY INVESTMENTS

Tiburon Strategic Advisors Strategic Advisors is pleased to to announce the recipients of its Tiburon CEO Summit Awards. Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XXI October 12-13, 2011.

To learn more about Tiburon's CEO Summit XXI Award Recipients Click here ...

Tiburon is pleased to announce the release of its research on Fidelity Investments. Fidelity Investments was founded as the Fidelity Fund in 1930 and is based in Boston, MA. The firm operates in 25 countries, has 37,000 employees, 24.0 million customers, $3.3 trillion assets under administration. Fidelity Investments processes 454,000 daily average revenue trades, generates $11.5 billion revenues, earns $2.5 billion operating income, and is led by its CEO Ned Johnson. Its web sites include www.fidelity.com, www.fidelity-international.com, www.fidelityinvestor.com, www.insurance.com, www.fidelityinsuranceagency.com, www.fidelitycharitableservices.com, www.wrapengines.com, www.401k.com, www.nationalfinancial.com, www.fidelityprime.com, www.ria.fidelity.com, www.fiws.fidelity.com, www.advisorchannel.com, www.fidelityhybridone.com, & www.fidelitycapitalmarkets.com.

To learn more about Tiburon's research on Fidelity Investments Click here ...


September 16, 2011 - TIBURON CEO SUMMIT XXI - AWARD RECIPIENTS ANNOUNCEMENT & TIBURON RESEARCH RELEASE - ECONOMY & MARKETS

Tiburon Strategic Advisors Strategic Advisors is pleased to to announce the recipients of its Tiburon CEO Summit Awards. Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XXI October 12-13, 2011.

Tiburon is pleased to announce the release of its research on Economy & Markets. The purpose of this research is to provide readers with an initial understanding of the economy & markets and their impact on the financial services industry, various products & services, various markets & distribution channels, and specific financial services firms. This research addresses the unemployment rate, interest rates, inflation, the value of the dollar, oil prices, home sales, & other factors, and their collective impact on the stock & bond markets, and the financial services industry.


September 9, 2011 - TIBURON CEO SUMMIT XXI - OPENING KEYNOTE SPEAKER PRESENTATION & TIBURON RESEARCH RELEASE - NORTHSTAR FINANCIAL SERVICES GROUP

Tiburon Strategic Advisors Strategic Advisors is pleased to announce the expected content its Tiburon CEO Summit XXI opening keynote speaker presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXI with his presentation broadly addressing the state of the financial services industry. Roame will address the state of the financial services industry, including the ten most important news stories in the past six months and the ten most fundamentally important industry trends.

Tiburon is pleased to announce the release of its research on Northstar Financial Services Group. Northstar Financial Services Group was founded in 2002, is based in Omaha, NE, has three offices, 400 employees, & is led by its Co-Chairmen Mike Miola and Patrick Clarke. NorthStar Financial Services Group's web siites can be found at www.nstar-financial.com, www.clsinvest.com, www.orionadvisor.com, www.geminifund.com, www.gemcomprint.com, www.nlcompliance.com, www.nldistributors.com, & www.constellationtrust.com.


September 2, 2011 - TIBURON CEO SUMMIT XXI - OPENING KEYNOTE SPEAKER PRESENTATION & TIBURON RESEARCH RELEASE - CONSUMER WEALTH

Tiburon Strategic Advisors Strategic Advisors is pleased to announce the expected content its Tiburon CEO Summit XXI opening keynote speaker presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXI with his presentation broadly addressing the state of the financial services industry. Roame will address the state of the financial services industry, including the ten most important news stories in the past six months and the ten most fundamentally important industry trends.

Tiburon is pleased to announce the release of its research on Consumer Wealth. The purpose of this research 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 impacts of the recent declines in both the stock market and home equity.


August 26, 2011 - TIBURON CEO SUMMIT XXI - PUBLIC ANNOUNCEMENT & TIBURON RESEARCH RELEASE - CONSUMER WEALTH

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXI to be held October 12 - 13, 2011 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

Tiburon is pleased to announce the release of its research on Consumer Wealth. The purpose of this research 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 impacts of the recent declines in both the stock market and home equity.


August 19, 2011 - TIBURON CEO SUMMIT XXI - PUBLIC ANNOUNCEMENT & TIBURON RESEARCH RELEASE - THE EDELMAN FINANCIAL GROUP

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXI to be held October 12 - 13, 2011 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

Tiburon is pleased to announce the release of its research on The Edelman Financial Group. The Edelman Financial Group was founded in 1988 and is based in Houston, TX. The firm operates in 25 states, has 41 offices, 530 employees, 17,000 clients, 29,000 accounts, $18.6 billion assets under management & administration, generates $169 million revenues, and earns $9.7 million net profits. The company is publicly owned, traded on the NASDAQ under the symbol EF, and is led by its Co-CEOs George Ball & Ric Edelman. The Edelman Financial Group's web sites can be found at www.edelmanfinancial.com, www.smhgroup.com, www.ricedelman.com, www.emapinvestor.com, www.globalhou.com, www.leonettiassoc.com, www.rikooncarret.com, www.miller-green.com, www.pintrust.com, www.isgca.net, www.kissingernet.com, www.signethealthcarepartners.com, www.smhca.com, www.smhpeg.com, www.cummermoyers.com, www.capitolmanagementgroup.org, & www.selectsportsgroup.com.


August 12, 2011 - TIBURON CEO SUMMIT XXI - PUBLIC ANNOUNCEMENT & TIBURON RESEARCH RELEASE - ENVESTNET

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXI to be held October 12 - 13, 2011 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

Tiburon is pleased to announce the release of its research on Envestnet. Envestnet was founded in 1999 by Jud Bergman & Jim Lumberg. The firm is based in Chicago, IL. Envestnet has 6 offices, 450 employees, 1,000 institutional clients, 22,000 financial advisor clients, 910,000 accounts, $100 billion platform assets, $98 million revenues, $6.6 million operating income, & earns $0.9 million net profits. The company is led by its CEO Jud Bergman and is a public company trading on the New York Stock Exchange under the symbol ENV. Its web sites can be found at www.envestnet.com, www.envestnetadvisor.com, www.pmcadvisor.com, www.investpmc.com www.oberonft.com, www.myfiduciaryopportunity.com & www.thefiduciaryopportunity.com.


August 5, 2011 - TIBURON CEO SUMMIT XXI - PUBLIC ANNOUNCEMENT & TIBURON RESEARCH RELEASE - THE EDELMAN FINANCIAL GROUP

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXI to be held October 12 - 13, 2011 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

Tiburon is pleased to announce the release of its research on The Edelman Financial Group. The Edelman Financial Group was founded in 1988 and is based in Houston, TX. The firm operates in 25 states, has 65 offices, 530 employees, 15,000 clients, $18.6 billion assets under management, generates $169 million revenues, and earns $9.7 million net profits. The company is publicly owned, traded on the NASDAQ under the symbol EF, and is led by its Co-CEOs George Ball & Ric Edelman.


July 29, 2011 - TIBURON CEO SUMMIT XXI - PUBLIC ANNOUNCEMENT & TIBURON RESEARCH RELEASE - THE COLLEGE SAVINGS MARKET - 529 PLANS

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXI to be held October 12 - 13, 2011 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

Tiburon is pleased to announce the release of its research report on the College Savings Market (529 Plans). The purpose of this report is to provide readers with an initial understanding of the growing college savings market, with a specific focus on the 529 plans market, as well as related markets, including custodial accounts and Coverdell Educational Savings Accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large.


July 22, 2011 - TIBURON CEO SUMMIT XXI - PUBLIC ANNOUNCEMENT & TIBURON RESEARCH RELEASE - NORTHWESTERN MUTUAL

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXI to be held October 12 - 13, 2011 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

Tiburon Strategic Advisors is is pleased to announce the release of its research on Northwestern Mutual. Northwestern Mutual was founded in 1857 as Mutual Life Insurance Company of the State of Wisconsin by John Johnston. The firm is based in Milwaukee, WI and has 5,000 employees generating $23 billion revenues. Northwestern Mutual is led by its CEO John Schlifske and is a mutual company owned by its policy holders. Its web sites are www.northwesternmutual.com, www.russell.com, www.russelllink.com; www.pipplc.com, www.nmfn.com, www.letyourworriesgo.com, & www.toddorg.com.


April 29, 2011 - TIBURON CEO SUMMIT XX - GUEST SPEAKER HIGHLIGHTS & TIBURON RESEARCH REPORT - FEE-BASED FINANCIAL ADVISORS

Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XX guest speaker presentations. Along with Tiburon's Managing Principal Chip Roame and award recipients John Bogle (Founder, The Vanguard Group) & Mark Casady (CEO, LPL Financial), guest speakers at Tiburon CEO Summit XX included Keith Banks (President, US Trust), Charles Brandes (Chairman, Brandes Investment Partners), David Carroll (Senior Executive Vice President, Wells Fargo Corporation), Ric Edelman (CEO, Edelman Financial Services), Ed Finn (President, Barron's), & Allen Thorpe (Managing Director, Hellman & Friedman).

Tiburon Strategic Advisors is pleased to announce the release of its research report on the Fee-Based Financial Advisors (RIA) Market. The purpose of this report is to provide readers with an initial understanding of the fee-based financial advisors (RIAs) market, the fastest growing financial services market & distribution channel. The report goes to painstaking efforts to define this market, which is often improperly defined and measured by others. A parallel report published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Fee-Based Financial Advisors, provides extensive bottom up analysis of the specific actions of fee-based financial advisors. This report provides a top down view of the market. Some fee-based financial advisors are dually registered, hanging a brokerage license at a friendly independent broker/dealer; those fee-based financial advisors are referred to as hybrid advisors in this report and are likewise addressed in Tiburon’s independent reps research report. This is the second draft of Tiburon's research on this topic.

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April 22, 2011 - TIBURON CEO SUMMIT XX - AWARD PRESENTATION HIGHLIGHTS & TIBURON RESEARCH REPORT - INDEPENDENT REPD AND INDEPENDENT BROKER/DEALERS

Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XX awards presentation s.  Tiburon's CEO Summits are built around three key themes, including focusing on consumer (and other client) needs, challenging conventional industry wisdom (innovation), & taking responsibility.  In order to recognize leaders in the financial services industry who have supported these themes, Tiburon initiated its Tiburon CEO Summit Awards.

Tiburon Strategic Advisors is pleased to announce the release of its research report on Independent Reps and Indpeendent Broker/Dealers.  The purpose of this report is to provide readers with an initial understanding of the independent rep and independent broker/dealers market, which is a booming market of over 90,000 series seven registered reps who own thier own businesses and utilize independent broker/dealers such as LPL Financial, Raymond James, Securities America, & Commonwealth Financial Network.  A parallel report published by Tiburon, called a Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Independent Reps, provides extensive bottom up analysis of the specific actions of indeoendent reps.  This report provides a top down view of the market.  Some independent reps are dually registered, having their own RIAs; those reps are referred to as hybrid reps in this report and are likewise addressed in Tiburon's fee-based financial advisor (RIAs) research report.  This is the third draft of Tiburon's research on this topic.

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April 15, 2011 - TIBURON CEO SUMMIT XX - OPENING KEYNOTE PRESENTATION HIGHLIGHTS & TIBURON RESEARCH REPORT - DISCOUNT BROKERAGE FIRMS

Tiburon Strategic Advisors is pleased to share a summary of Tiburon CEO Summit XX opening keynote presentation highlights. Tiburon Strategic Advisors offers market research, strategy consulting, & other related services primarily to financial services firms. For the past ten years, Tiburon has also hosted the semi-annual Tiburon CEO Summits alternately in New York & San Francisco; these events provide a unique opportunity for a select cross-industry group of senior financial services industry executives to discuss a broad swath of issues regarding the future of the banking, insurance, brokerage, investments, advice, & wealth management businesses. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

Tiburon Strategic Advisors is pleased to announce the release of its research report on the Market-Linked Products Industry. The purpose of this report is to provide readers with an initial understanding of the discount brokerage firms business, including the leading firms' strategies regarding online offerings, branch expansion, advice offerings, financial advisor custody & referral programs, and banking & other businesses that have emerged as crucial ingredients to the profitability formula of the revived industry, with specific attention being paid to the big five firms (The Charles Schwab Corporation, Fidelity Investments, TD Ameritrade, E*Trade Financial, & Scottrade). This is the first draft of Tiburon's research on this topic.


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April 8, 2011 - TIBURON CEO SUMMIT XX - GUEST SPEAKERS & TIBURON RESEARCH REPORT - FULL-SERVICE BROKERAGE FIRMS

Tiburon Strategic Advisors is pleased to announce the Tiburon CEO Summit XX guest speakers. Along with Tiburon's Managing Principal Chip Roame and award recipients John Bogle (Founder, The Vanguard Group) & Mark Casady (CEO, LPL Financial), guest speakers at Tiburon CEO Summit XX will include Keith Banks (President, US Trust), Charles Brandes (Chairman, Brandes Investment Partners), David Carroll (Senior Executive Vice President, Wells Fargo Corporation), Ric Edelman (CEO, Edelman Financial Services), Ed Finn (President, Barron's), & Allen Thorpe (Managing Director, Hellman & Friedman).

Tiburon Strategic Advisors is pleased to announce the release of its research report on Full-Service Brokerage Firms. The purpose of this report is to provide readers with an initial understanding of the wirehouses & other full-service brokerage firms, a market that has been both rapidly evolving and consolidating. Tiburon has a separate research report that addresses the investment banking business (corporate finance; mergers & acquisitions advice; institutional sales & trading). This report specifically focused on the private client businesses of the wirehouses, regional firms, & the investment banks. This is the second draft of Tiburon's research on this report.


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April 1, 2011 - TIBURON CEO SUMMIT XX - AWARD RECIPIENTS & TIBURON RESEARCH REPORT - RETAIL BANKS

Tiburon Strategic Advisors is pleased to announce the recipients of its Tiburon CEO Summit Awards. John Bogle (Founder, The Vanguard Group) & Mark Casady (CEO, LPL Financial) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XX on April 13-14, 2011.

Tiburon Strategic Advisors is pleased to announce the release of its research report on the Retail Banks Market. The purpose of this report is to provide readers with an initial understanding of the retail banks market, with a specific emphasis on their continuing effort to generate revenues beyond net interest income through private banking, wealth management & trust, asset management, & bank brokerage businesses. The report addresses the evolution of the retail banking industry, key service providers to retail banks, & future predictions for the retail banking industry. This is the second draft of Tiburon's research on this report.


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March 25, 2011, - TIBURON RESEARCH REPORT - THE COLLEGE SAVINGS MARKET & TIBURON CEO SUMMIT XX - OPENING KEYNOTE SPEAKER

Tiburon is pleased to announce the release of its research report on College Savings Market (529 Plans). The purpose of this report is to provide readers with an initial understanding of the growing college savings market, with a specific focus on the 529 plans market, as well as related markets, including custodial accounts and Coverdell Educational Savings Accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large. This is the second draft of Tiburon's research on this topic.

Tiburon Strategic Advisors is pleased to announce Tiburon CEO Summit XX opening keynote speaker. Chip Roame (Managing Principal, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XX with his opening keynote presentation on the state of the financial services industry. Charles ("Chip") Roame is the Managing Principal of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the brokerage, investments, banking, & insurance markets. Prior to forming Tiburon in 1998, Mr. Roame served in similar capacities, first as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation. Mr. Roame is quoted daily throughout the media and, due to Tiburon's widely shared research, he may be the most frequently demanded conference speaker.

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March 18, 2011, - TIBURON CEO SUMMIT XX - PUBLIC ANNOUCEMENT & TIBURON RESEARCH REPORT - MARKET-LINKED PRODUCTS INDUSTRY 

Tiburon Strategic Advisors and its Managing Principal Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XX to be held April 13 - 14, 2011 at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

Tiburon Strategic Advisors is pleased to announce the release of its research report on the Market-Linked Products Industry. The purpose of this report is to provide readers with an initial understanding of the market-linked products market, including exchange traded funds (ETFs), index mutual funds, & indexed separate accounts, with a specific focus on the former two packaged products. Exchange traded funds (ETFs) specifically are one of the fastest growing financial products. Firms such as Black Rock, State Street Global Advisors, & Vanguard Group are out in front. Other firms like Power Shares, Pro Funds Group, Rydex, & Wisdom Tree are developing more advanced products. And firms like Russell Investments and The Charles Schwab Corporation are just entering the market. This is the second draft of Tiburon's research on this topic.

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March 11, 2011 - TIBURON RESEARCH REPORT - HEDGE FUNDS - TIBURON CEO SUMMIT XIX - GUEST SPEAKERS HIGHLIGHTS    

Tiburon Strategic Advisors is pleased to announce the release of its research report on Hedge Funds. The purpose of this report is to provide readers with an initial understanding of the hedge funds market, an industry which has weathered numerous storms since the late 1990s, including the closure of several leading firms such as Tiger Management, Long-Term Capital Management, & Soros, but which continues to grow rapidly. This report summarizes & analyzes hedge fund data by both products and investment strategies, highlights successful distribution strategies, and profiles the leading managers of both hedge funds and hedge funds-of-funds. This is the third draft of Tiburon's research on this topic.

Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XIX guest speaker presentations. Tiburon CEO Summit XIX was held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. Along with Tiburon's Managing Principal Chip Roame and award recipients Joe Mansueto (CEO, Morningstar) & Don Phillips (President, Fund Research, Morningstar), guest speakers included Judy Barber (CEO, Family Money Consultants), Dale Brown (CEO, Financial Services Institute), Ron Carson (CEO, Carson Wealth Management Group), Harold Evensky (President, Evensky & Katz), Jeff Maggioncalda (CEO, Financial Engines), Meir Statman (Professor, Santa Clara University), & Mark Yusko (Founder, CEO, & CIO, Morgan Creek Capital Management).


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March 4, 2011, - TIBURON RESEARCH REPORT - WINE INVESTMENTS - TIBURON CEO SUMMIT XIX - AWARD RECIPIENTS HIGHLIGHTS    

Tiburon Strategic Advisors is pleased to announce the release of its research report on Wine Investments. The purpose of this report is to provide readers with an initial understanding of opportunities for investing in the wine market, including collections, futures, vineyards, & wineries. In the market for alternative investments, none can be much more fun than investing in the wine industry. As a passion of Tiburon's managing principal, Tiburon is able to address the history of wine making, grape varietals, wine growing regions & appellations, and methods of investing in this booming market. This is the second draft of Tiburon's research on this topic.

Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XIX awards presentations. Tiburon's CEO Summits are built around three key themes, including focusing on consumer (and other client) needs, challenging conventional industry wisdom (innovation), & taking responsibility. In order to recognize leaders in the financial services industry who have supported these themes, Tiburon initiated its Tiburon CEO Summit Awards. Tiburon CEO Summit XIX was held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. At Tiburon CEO Summit XIX, Tiburon recognized Joe Mansueto (CEO, Morningstar) & Don Phillips (President, Fund Research, Morningstar) as the second annual recipients of its Tiburon CEO Summit awards.


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February 25, 2011, - TIBURON RESEARCH REPORT - FEE-ACCOUNTS - TIBURON CEO SUMMIT XIX - OPENING KEYNOTE PRESENTATION HIGHLIGHTS    

Tiburon Strategic Advisors is pleased to announce the release of its research report on Fee-Accounts. The purpose of this report is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs and other fee-account programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards the eight types of fee-account programs: fee-based brokerage accounts, broker wrap accounts, mutual fund wrap accounts, annuity wrap accounts, ETF wrap accounts, multiple style portfolios, separately managed accounts, & unified managed accounts. This comprehensive report includes statistics on the leading players, details of each market segment, highlights of innovations in the four components of fee-account programs, & predictions for the future. This is the fifth draft of Tiburon's research on this topic.

Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XIX opening keynote presentation. Tiburon CEO Summit XIX, held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA was kicked off by a presentation addressing the state of financial services industry by Tiburon Strategic Advisors' managing principal Chip Roame.


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February 18, 2011, - TIBURON RESEARCH REPORT - MUTUAL FUNDS - TIBURON CEO SUMMIT XX - CONFIRMED ATTENDEES    

Tiburon Strategic Advisors is pleased to announce the release of its research report on Mutual Funds. The purpose of this report is to provide readers with an initial understanding of the $12.0 trillion mutual funds industry. The report addresses the market's history and growth, as well as trends in product development (e.g., target date funds, socially responsible funds, mutual funds with hedge fund strategies), pricing parameters (e.g., share classes, mutual fund wrap programs, performance fees), and distribution channels (e.g., wirehouses, mutual fund supermarkets, fee-based financial advisors, independent reps, international markets). This is the third draft of Tiburon's research on this topic.

Tiburon is pleased to announce confirmed attendees for Tiburon CEO Summit XX. Tiburon sends invitations to its semi-annual CEO Summits exclusively to C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. Other managing directors and senior vice presidents (and all others) are not invited in order to keep the discussion focused on CEO-level issues and to try to manage the size of each CEO Summit to 200 client attendees. Tiburon is pleased to announce that 157 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XX.


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February 11, 2011, - TIBURON RESEARCH REPORT - LEGISLATIVE & REGULATORY AGENDA & TIBURON CEO SUMMIT XX - MEETING AGENDA    

Tiburon is pleased to announce the release of its research report on Legislative & Regulatory Agenda. The purpose of this report is to provide readers with an initial understanding of presidential & congressional elections and their impact on the legislative & regulatory agenda that will affect the financial services industry, including various products & services, various markets & distribution channels, and specific financial services firms. The report addresses the upcoming congressional elections and recent legislation & regulatory actions. This is the second draft of Tiburonxs research on this topic.

Tiburon Strategic Advisors is pleased to announce the meeting agenda of Tiburon CEO Summit XX. Tiburon CEO Summit XX will be held April 13-14, 2011 at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summit XX will officially start at 7:45am on Wednesday, April 13, 2011 at the Ritz Carlton Hotel in New York, NY, include a group dinner that night at Delmonico's, and finish at 1:00pm on Thursday, April 14, 2011. More casually, Tiburon CEO Summit XX will begin with a cocktail reception the prior evening Tuesday April 12, 2011 at 6:00pm at the Ritz Carlton Hote.


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February 4, 2011, - TIBURON CEO SUMMIT XX - GUEST SPEAKERS & TIBURON RESEARCH REPORT - CONSUMER WEALTH    

Tiburon Strategic Advisors is pleased to announce the Tiburon CEO Summit XX guest speakers. Along with Tiburon's Managing Principal Chip Roame and award recipients Jack Bogle (Founder, The Vanguard Group) & Mark Casady (CEO, LPL Financial), guest speakers at Tiburon CEO Summit XX will include Keith Banks (President, US Trust), Charles Brandes (Chairman, Brandes Investment Partners), David Carroll (Senior Executive Vice President, Wells Fargo Corporation), Ric Edelman (CEO, Edelman Financial Services), Ed Finn (President, Barron's), & Allen Thorpe (Managing Director, Hellman & Friedman).

Tiburon is pleased to announce the release of its research report on Consumer Wealth. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and the impacts of the recent declines in both the stock market and home equity. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers' perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, & the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon's research on this topic.


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January 28, 2011, - TIBURON CEO SUMMIT XX - AWARD RECIPIENTS & TIBURON RESEARCH REPORT - COLLEGE SAVINGS MARKET 

Tiburon Strategic Advisors is pleased to announce the recipients of its Tiburon CEO Summit Awards. Jack Bogle (Founder, The Vanguard Group) & Mark Casady (CEO, LPL Financial) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XX on April 13-14, 2011.

Tiburon is pleased to announce the release of its research report on The Future of Advice. The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of the economy & markets, corporate scandals, financial services industry stumbles, consumer & institutional wealth, the legislative & regulatory environment, natural disasters, & world affairs. The report then outlines the four types of financial products & services, including investable assets, lending services, insurance products, & wealth management, with a focus on four key growth areas - fee-accounts, ETFs & indexing, alternative investments, & wealth management services. The report continues with an overview of the four core markets & distribution channels, including direct distribution, financial advisor channels, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five financial services industry winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, & leveraging technology. And the report concludes by defining the most exciting financial services industry investment opportunities, including those in venture capital, private equity, and mergers & acquisitions, and profiling key strategic advisors. This is the second draft of Tiburon's research on this topic.


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January 21, 2011, - TIBURON RESEARCH REPORT - FINANCIAL ADVISOR MERGERS & ACQUISITIONS & TIBURON CEO SUMMIT XX - OPENING KEYNOTE SPEAKER    

Tiburon is pleased to announce the release of its research report on Financial Advisor Mergers & Acquisitions. The purpose of this report is to provide readers with an understanding of the issues surrounding succession planning, firm valuations, & the growing acquisition market for financial advisory businesses. While this topic has become quite popular throughout the industry, little reliable and consistent market data exists because many transactions take place between related parties and acquirers do not disclose the terms of their transactions. As a result, Tiburon's primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a financial advisory firm, this report is a great reference. This is the second draft of Tiburon's research on this topic.

Tiburon Strategic Advisors is pleased to announce Tiburon CEO Summit XX opening keynote speaker. Chip Roame (Managing Principal, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XX with his opening keynote presentation on the state of the financial services industry.
Charles ("Chip") Roame is the Managing Principal of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the brokerage, investments, banking, & insurance markets. Prior to forming Tiburon in 1998, Mr. Roame served in similar capacities, first as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation. Mr. Roame is quoted daily throughout the media and, due to Tiburon's widely shared research, he may be the most frequently demanded conference speaker.


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January 14, 2011, - TIBURON CEO SUMMIT XX - PUBLIC ANNOUCEMENT & TIBURON RESEARCH REPORT - FINANCIAL SERVICES INDUSTRY MERGERS & ACQUISITIONS   

Tiburon Strategic Advisors and its Managing Principal Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XX to be held April 13 - 14, 2011 at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.

Tiburon is pleased to announce the release of its research report on Financial Services Industry Mergers & Acquisitions. The purpose of this report is to provide readers with an initial understanding of the rapid consolidation taking place in the banking, brokerage, insurance, & asset management market segments. Over recent decades, Glass Steagall has fallen and the financial services industry has picked up its mergers & acquisitions trend. Banks have acquired other banks, brokerage firms, & asset managers. Insurance companies have acquired other insurance companies, independent broker/dealers, & asset managers. Full-service brokerage firms have acquired other full-service brokerage firms and asset managers. And asset managers have acquired one another. With all this activity, what is left? Lots! This report profiles the thousands of transactions that have taken place and lays the groundwork for expected consolidation (and divestitures) over the coming decade. This is the second draft of Tiburon's research on this topic.


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January 7, 2011, - TIBURON RESEARCH REPORT - FEE-BASED FINANCIAL ADVISORS & TIBURON CEO SUMMIT XIX - GUEST SPEAKER HIGHLIGHTS   

Tiburon is pleased to announce the release of its research report on Fee-Based Financial Advisors. The purpose of this report is to provide readers with an initial understanding of the fee-based financial advisors (RIAs) market, the fastest growing financial services market & distribution channel. The report goes to painstaking efforts to define this market, which is often improperly defined and measured by others. A parallel report published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Fee-Based Financial Advisors, provides extensive bottom up analysis of the specific actions of fee-based financial advisors. This report provides a top down view of the market. Some fee-based financial advisors are dually registered, hanging a brokerage license at a friendly independent broker/dealer; those fee-based financial advisors are referred to as hybrid advisors in this report and are likewise addressed in Tiburon's independent reps research report. This is the second draft of Tiburon's research on this topic.

Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XIX guest speaker presentations. Tiburon CEO Summit XIX was held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. Along with Tiburon's Managing Principal Chip Roame and award recipients Joe Mansueto (CEO, Morningstar) & Don Phillips (President, Fund Research, Morningstar), guest speakers included Judy Barber (CEO, Family Money Consultants), Dale Brown (CEO, Financial Services Institute), Ron Carson (CEO, Carson Wealth Management Group), Harold Evensky (President, Evensky & Katz), Jeff Maggioncalda (CEO, Financial Engines), Meir Statman (Professor, Santa Clara University), & Mark Yusko (Founder, CEO, & CIO, Morgan Creek Capital Management).



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December 31, 2010, - TIBURON RESEARCH REPORT - FEE-ACCOUNTS & TIBURON CEO SUMMIT XIX - AWARDS PRESENTATION HIGHLIGHTS   

Tiburon is pleased to announce the release of its research report on Fee-Accounts. The purpose of this report is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs and other fee-account programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards the eight types of fee-account programs: fee-based brokerage accounts, broker wrap accounts, mutual fund wrap accounts, annuity wrap accounts, ETF wrap accounts, multiple style portfolios, separately managed accounts, & unified managed accounts. This comprehensive report should serve as a bible for any existing or new participant in this market; it includes statistics on the leading players, details of each market segment, highlights of innovations in the four components of fee-account programs, & predictions for the future. This is the fifth draft of Tiburon’s research on this topic.

Tiburon Strategic Advisors is pleased to share some highlights of the Tiburon CEO Summit XIX awards presentations. Tiburon’s CEO Summits are built around three key themes, including focusing on consumer (and other client) needs, challenging conventional industry wisdom (innovation), & taking responsibility. In order to recognize leaders in the financial services industry who have supported these themes, Tiburon initiated its Tiburon CEO Summit Awards. Tiburon CEO Summit XIX was held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. At Tiburon CEO Summit XIX, Tiburon recognized Joe Mansueto (CEO, Morningstar) & Don Phillips (President, Fund Research, Morningstar) as the second annual recipients of its Tiburon CEO Summit awards.



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December 24, 2010, - TIBURON CEO SUMMIT XX - OPENING KEYNOTE PRESENTATION HIGHLIGHTS & TIBURON RESEARCH REPORT - HEDGE FUNDS  

Tiburon Strategic Advisors is pleased to share a summary of Tiburon CEO Summit XIX opening keynote presentation highlights. Tiburon CEO Summit XIX, held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA was kicked off by a presentation addressing the state of financial services industry by Tiburon Strategic Advisors' managing principal Chip Roame. Mr. Roame addressed the state of the financial services Industry and included twenty five issues financial services industry CEOs need to be addressing, grouped into six categories. Specifically, Mr. Roame's points included issues surrounding significant consumer changes, the new legislative & regulatory agenda, accelerating product shifts, accelerating channel shifts, a return to tactical basics, & abundant financial services investment opportunities.

Tiburon is pleased to announce the release of its research report on Hedge Funds. The purpose of this report is to provide readers with an initial understanding of the hedge funds market, an industry which has weathered numerous storms since the late 1990s, including the closure of several leading firms such as Tiger Management, Long-Term Capital Management, & Soros, but which continues to grow rapidly. This report summarizes & analyzes hedge fund data by both products and investment strategies, highlights successful distribution strategies, and profiles the leading managers of both hedge funds and hedge funds-of-funds. This is the third draft of Tiburon's research on this topic

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December 17, 2010, - TIBURON CEO SUMMIT XX - GUEST SPEAKERS & TIBURON RESEARCH REPORT - FUTURE OF ADVICE  

Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XX to be held on April 13-14, 2011 at the Ritz Carlton Hotel in New York, NY. Tiburon Strategic Advisors offers market research, strategy consulting, & other related services primarily to financial services firms. For the past nine years, Tiburon has also hosted the semi-annual Tiburon CEO Summits alternately in New York & San Francisco; these events provide a unique opportunity for a select cross-industry group of senior financial services industry executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. The list of business relationships resulting from prior Tiburon CEO Summits is impressive. Along with Tiburon's Managing Principal Chip Roame, guest speakers at Tiburon CEO Summit XX will include Keith Banks (President, US Trust), Charles Brandes (Chairman, Brandes Investment Partners), David Carroll (Senior Executive Vice President, Wells Fargo Corporation), Ric Edelman (CEO, Edelman Financial Services), Ed Finn (President, Barron's), & Allen Thorpe (Managing Director, Hellman & Friedman).

Tiburon is pleased to announce the release of its research report on The Future of Advice. The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of the economy & markets, corporate scandals, financial services industry stumbles, consumer & institutional wealth, the legislative & regulatory environment, natural disasters, & world affairs. The report then outlines the four types of financial products & services, including investable assets, lending services, insurance products, & wealth management, with a focus on five key growth areas - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services. The report continues with an overview of the four core markets & distribution channels, including direct distribution, financial advisor channels, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities, and a synopsis of key strategic advisors. This is the second draft of Tiburon's research on this topic.

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December 10, 2010, - TIBURON CEO SUMMIT XX - AWARD RECIPIENTS & TIBURON RESEARCH REPORT - COLLEGE SAVINGS MARKET  

Tiburon is pleased to announce the recipients of its Tiburon CEO Summit Awards. Jack Bogle (Founder, The Vanguard Group) & Mark Casady (CEO, LPL Financial) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XX on April 13-14, 2011.

Tiburon is pleased to announce the release of its research report on College Savings Market. The purpose of this report is to provide readers with an initial understanding of the growing college savings market, with a specific focus on the 529 plans market, as well as related markets, including custodial accounts and Coverdell Educational Savings Accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large. This is the second draft of Tiburon's research on this topic.

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December 3, 2010, - TIBURON CEO SUMMIT XX - PUBLIC ANNOUCEMENT & TIBURON RESEARCH REPORT - FULL-SERVICE BROKERAGE FIRMS  

Tiburon Strategic Advisors and its Managing Principal Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XX to be held April 13 - 14, 2011 at the Ritz Carlton Hotel in New York, NY. If you have attended any of the past nineteen Tiburon CEO Summits, you know that they are one of the few forums where financial services industry CEOs from across traditional industry silos gather to discuss business strategies & opportunities. The list of business relationships resulting from past Tiburon CEO Summits is impressive.

Tiburon is pleased to announce the release of its research report on Full-Service Brokerage Firms. The purpose of this report is to provide readers with an initial understanding of the wirehouses & other full-service brokerage firms, a market that has been both rapidly evolving and consolidating. Tiburon has a separate research report that addresses the investment banking business (corporate finance; mergers & acquisitions advice; institutional sales & trading). This report specifically focused on the private client businesses of the wirehouses, regional firms, & the investment banks. This is the second draft of Tiburon’s research on this topic.

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November 26, 2010, - TIBURON RESEARCH REPORT - RETAIL BANKS & TIBURON CEO SUMMIT XX - CONFIRMED ATTENDEES  

Tiburon is pleased to announce the release of its research report on Retail Banks. The purpose of this report is to provide readers with an initial understanding of the retail banks market, with a specific emphasis on their continuing effort to generate revenues beyond net interest income through private banking, wealth management & trust, asset management, & bank brokerage businesses. The report addresses the evolution of the retail banking industry, key service providers to retail banks, & future predictions for the retail banking industry. This is the second draft of Tiburon’s research on this topic

Tiburon CEO Summit XX will be held April 13-14, 2011 at the Ritz Carlton Hotel in New York, NY. As is tradition, Tiburon CEO Summit XX will be kicked off by a presentation addressing the state of financial services by Tiburon Strategic Advisors' managing principal Chip Roame.

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November 19, 2010, - TIBURON CEO SUMMIT XX - MEETING AGENDA & TIBURON RESEARCH REPORT - COLLEGE SAVINGS MARKET

Tiburon CEO Summit XX will be held April 13-14, 2011 at the Ritz Carlton Hotel in New York, NY. As is tradition, Tiburon CEO Summit XX will be kicked off by a presentation addressing the state of financial services by Tiburon Strategic Advisors' managing principal Chip Roame.

Tiburon is pleased to announce the release of its research report on College Savings Market. The purpose of this report is to provide readers with an initial understanding of the growing college savings market, with a specific focus on the 529 plans market, as well as related markets, including custodial accounts and Coverdell Educational Savings Accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large. This is the second draft of Tiburon’s research on this topic.

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November 12, 2010, - TIBURON CEO SUMMIT XX - OPENING KEYNOTE SPEAKER & TIBURON RESEARCH REPORT - ETFs & INDEXING 

Tiburon CEO Summit XX will be held April 13-14, 2011 at the Ritz Carlton Hotel in New York, NY. As is tradition, Tiburon CEO Summit XX will be kicked off by a presentation addressing the state of financial services by Tiburon Strategic Advisors' managing principal Chip Roame.

Tiburon is pleased to announce the release of its research report on ETFs & Indexing. The purpose of this report is to provide readers with an initial understanding of the market-linked products market, including exchange traded funds (ETFs), index mutual funds, & indexed separate accounts, with a specific focus on the former two packaged products. Exchange traded funds (ETFs) specifically are one of the hottest trends in the industry. Firms such as Black Rock, State Street Global Advisors, & Vanguard Group are out in front. Other firms like Power Shares, Pro Funds Group, Rydex, & Wisdom Tree are developing more advanced products. This is the second draft of Tiburonxs research on this topic.

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November 5, 2010, - TIBURON CEO SUMMIT XX - PUBLIC ANNOUCEMENT & TIBURON RESEARCH REPORT - MUTUAL FUNDS 

Tiburon Strategic Advisors and its Managing Principal Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XX to be held April 13 - 14, 2011 at the Ritz Carlton Hotel in New York, NY. If you have attended any of the past nineteen Tiburon CEO Summits, you know that they are one of the few forums where financial services industry CEOs from across traditional industry silos gather to discuss business strategies & opportunities. The list of business relationships resulting from past Tiburon CEO Summits is impressive.

Tiburon is pleased to announce the release of its research report on Mutual Funds. The purpose of this report is to provide readers with an initial understanding of the $12.0 trillion mutual funds industry. The report addresses the marketxs history and growth, as well as trends in product development (e.g., target date funds, socially responsible funds, mutual funds with hedge fund strategies), pricing parameters (e.g., share classes, mutual fund wrap programs, performance fees), and distribution channels (e.g., wirehouses, mutual fund supermarkets, fee-based financial advisors, independent reps, international markets). This is the third draft of Tiburon's research on this topic..

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October 29, 2010 - TIBURON CEO SUMMIT XIX - GUEST SPEAKER HIGHLIGHTS & TIBURON RESEARCH REPORT - CONSUMER WEALTH

Tiburon Strategic Advisors offers market research, strategy consulting, & other related services primarily to financial services firms. For the past ten years, Tiburon has also hosted the semi-annual Tiburon CEO Summits alternately in New York & San Francisco; these events provide a unique opportunity for a select cross-industry group of senior financial services industry executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. The list of business relationships resulting from prior Tiburon CEO Summits is impressive. Tiburon predominantly invites financial services industry CEOs as CEO Summit guest speakers. Attendees repeatedly report that they take away the most from other CEOs in like situations, and this fosters the collaborative environment sought.

Tiburon is pleased to announce the release of its research report on Consumer Wealth. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and the impacts of the recent declines in both the stock market and home equity. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomersx perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, & the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburonxs research on this topic.

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October 22, 2010 - TIBURON CEO SUMMIT XIX - AWARD RECIPIENTS HIGHLIGHTS & TIBURON RESEARCH REPORT - LEGISLATIVE & REGULATORY AGENDA

Tiburon Strategic Advisors offers market research, strategy consulting, & other related services primarily to financial services firms. For the past ten years, Tiburon has also hosted the semi-annual Tiburon CEO Summits alternately in New York & San Francisco; these events provide a unique opportunity for a select cross-industry group of senior financial services industry executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. The list of business relationships resulting from prior Tiburon CEO Summits is impressive. Tiburon’s CEO Summits are built around three key themes, including focusing on consumer (and other client) needs, challenging conventional industry wisdom (innovation), & taking responsibility. In order to recognize leaders in the financial services industry who have supported these themes, Tiburon initiated its Tiburon CEO Summit Awards CEO Summit XIX was held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. As is tradition, Tiburon CEO Summit XIX was kicked off by a presentation addressing the state of financial services by Tiburon Strategic Advisors' managing principal Chip Roame.

Tiburon is pleased to announce the release of its research report on the Legislative & Regulatory Agenda. The purpose of this report is to provide readers with an initial understanding of presidential & congressional elections and their impact on the legislative & regulatory agenda that will affect the financial services industry, various products & services, various markets & distribution channels, and specific financial services firms. The report addresses the upcoming congreional elections and recent legislation & regulatory actions. This is the second draft of Tiburon’s research on this topic.

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October 15, 2010 - TIBURON CEO SUMMIT XIX - OPENING KEYNOTE PRESENTATION HIGHLIGHTS & TIBURON RESEARCH REPORT - COLLEGE SAVINGS MARKET 

Tiburon CEO Summit XIX was held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. As is tradition, Tiburon CEO Summit XIX was kicked off by a presentation addressing the state of financial services by Tiburon Strategic Advisors' managing principal Chip Roame.

Tiburon is pleased to announce the release of its research report on the College Savings Market. The purpose of this report is to provide readers with an initial understanding of the growing college savings market, with a specific focus on the 529 plans market, as well as related markets, including custodial accounts and Coverdell Educational Savings Accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large. This is the second draft of Tiburonxs research on this topic.

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October 8, 2010 - TIBURON CEO SUMMIT XX - PUBLIC ANNOUCEMENT & TIBURON RESEARCH REPORT - WINE INVESTMENTS 

Tiburon Strategic Advisors and its Managing Principal Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XX to be held April 13 - 14, 2011 at the Ritz Carlton Hotel in New York, NY. If you have attended any of the past nineteen Tiburon CEO Summits, you know that they are one of the few forums where financial services industry CEOs from across traditional industry silos gather to discuss business strategies & opportunities. The list of business relationships resulting from past Tiburon CEO Summits is impressive.

Tiburon is pleased to announce the release of its research report on Wine Investments. The purpose of this report is to provide readers with an initial understanding of opportunities for investing in the wine market, including collections, futures, vineyards, & wineries. In the market for alternative investments, none can be much more fun than investing in the wine industry. As a passion of Tiburon's managing principal, Tiburon is able to address the history of wine making, grape varietals, wine growing regions & appellations, and methods of investing in this booming market. This is the second draft of Tiburon's research on this topic.

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September 31, 2010 - TIBURON CEO SUMMIT XIX - PUBLIC ANNOUCEMENT & TIBURON RESEARCH REPORT - THE FUTURE OF ADVICE 

Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XIX to be held October 6-7, 2010 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, & wealth management businesses. The topics presented in the general sessions are also discussed in-depth in five break-out sessions, structured around newsworthy topics. Tiburon CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

Tiburon is pleased to announce the release of its research report on The Future of Advice. The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of the economy & markets, corporate scandals, financial services industry stumbles, consumer & institutional wealth, the legislative & regulatory environment, natural disasters, & world affairs. The report then outlines the four types of financial products & services, including investable assets, lending services, insurance products, & wealth management, with a focus on five keys for product delivery in the future - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services. The report continues with an overview of the four core markets & distribution channels, including direct distribution, financial advisor channels, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities, and a synopsis of key strategic advisors. This is the second draft of Tiburon’s research on this topic.

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September 24, 2010 - TIBURON CEO SUMMIT XIX - MEETING AGENDA & TIBURON RESEARCH REPORT - PRESIDENTIAL & CONGRESSIONAL ELECTIONS 

Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XIX will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA; please click below to review the tentative meeting agenda for this upcoming Tiburon CEO Summit.

Tiburon is pleased to announce the release of its research report on Presidential & Congressional Elections: Shaping the Legislative & Regulatory Agenda. The purpose of this report is to provide readers with an initial understanding of the presidential & congressional elections and their impact on legislative & regulatory agenda that will affect the financial services industry, various products & services, various markets & distribution channels, and specific financial services firms. The report addresses the recent presidential & congressional elections and recent legislation & regulatory actions. This is the second draft of Tiburonxs research on this topic.

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September 17, 2010 - TIBURON CEO SUMMIT XIX - GUEST SPEAKERS & TIBURON RESEARCH REPORT - CONSUMER WEALTH 

The next Tiburon CEO Summit will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. There are over twenty planned sessions. Along with Tiburon's Managing Principal Chip Roame, guest speakers will include Judy Barber (CEO, Family Money Consultants), Dale Brown (CEO, Financial Services Institute), Ron Carson (CEO, Carson Wealth Management), Harold Evensky (President, Evensky & Katz), Jeff Maggioncalda (CEO, Financial Engines), Meir Statman (Professor, Santa Clara University), Mark Yusko (Founder, CEO, & CIO, Morgan Creek Capital Managementis)

Tiburon is pleased to announce the release of its research report on Consumer Wealth. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and the impacts of the recent declines in both the stock market and home equity. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers’ perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, & the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon’s research on this topic.

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September 10, 2010 - TIBURON CEO SUMMIT XIX - AWARD RECIPIENTS & TIBURON RESEARCH REPORT - RETAIL BANKS 

Tiburon is pleased to announce the recipients of its Tiburon CEO Summit Awards. Joe Mansueto (CEO, Morningstar) & Don Phillips (President, Fund Research, Morningstar) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focus on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XIX on October 6-7, 2010.

Tiburon is pleased to announce the release of its research report on Retail Banks. The purpose of this report is to provide readers with an initial understanding of the retail banks market, with a specific emphasis on their continuing effort to generate revenues beyond net interest income through private banking, wealth management & trust, asset management, & bank brokerage businesses. The report addresses the evolution of the retail banking industry, key vendors to retail banks, & future predictions for the retail banking industry. This is the second draft of Tiburon’s research on this topic.

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September 2, 2010 - TIBURON CEO SUMMIT XIX - CONFIRMED ATTENDEES & TIBURON RESEARCH REPORT - THE FUTURE of ADVICE 

Tiburon sends invitations to its semi-annual CEO Summits exclusively to the C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. By observing rigorous seniority requirements, Tiburon has been able to keep discussions focused on CEO-level issues. And by specifically attempting to limit CEO Summits to 150 client attendees, Tiburon has managed to cultivate an open forum for spirited debates about broad industry trends. Tiburon is pleased to announce that the following Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XIX. If you are a client and interested in attending, or if you are a not a client and would like to learn more about how to attend, please... More.

Tiburon is pleased to announce the release of its research report on The Future of Advice. The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of firm valuations, natural disasters, corporate scandals, financial services industry stumbles, the economy & markets, consumer & institutional wealth, the presidential & congressional elections and the resulting legislative & regulatory agenda, and world affairs. The report then outlines the four types of financial products & services, including investable assets, lending services, insurance products, & wealth management, with a focus on five keys for product delivery in the future - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services. The report continues with an overview of the four core markets & distribution channels, including direct distribution, financial advisor channels, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities, and a synopsis of key strategic advisors. This is the second draft of Tiburon’s research on this topic.

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August 27, 2010 - TIBURON CEO SUMMIT XIX - GUEST SPEAKERS & TIBURON RESEARCH REPORT - CONSUMER WEALTH 

The next Tiburon CEO Summit will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. There are over twenty planned sessions. Along with Tiburon's Managing Principal Chip Roame, guest speakers will include Judy Barber (CEO, Family Money Consultants), Dale Brown (CEO, Financial Services Institute), Ron Carson (CEO, Carson Wealth Management), Harold Evensky (President, Evensky & Katz), Jeff Maggioncalda (CEO, Financial Engines), Meir Statman (Professor, Santa Clara University), Mark Yusko (Founder, CEO, & CIO, Morgan Creek Capital Management)... Click here to see a comprehensive announcement of upcoming speakers.

Tiburon is pleased to announce the release of its research report on Consumer Wealth. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and the impacts of the recent declines in both the stock market and home equity. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers’ perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, & the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon’s research on this topic.

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August 20, 2010 - TIBURON CEO SUMMIT XIX - AWARD RECIPIENTS & TIBURON RESEARCH REPORT - THE FUTURE OF ADVICE 

Tiburon is pleased to announce the recipients of its Tiburon CEO Summit Awards. Joe Mansueto (CEO, Morningstar) & Don Phillips (President, Fund Research, Morningstar) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focus on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XIX on October 6-7, 2010.

Tiburon is pleased to announce the release of its research report on The Future of Advice. The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of firm valuations, natural disasters, corporate scandals, financial services industry stumbles, the economy & markets, consumer & institutional wealth, the presidential & congressional elections and the resulting legislative & regulatory agenda, and world affairs. This is the second draft of Tiburon’s research on this topic.


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August 13, 2010 - TIBURON RESEARCH REPORT - FEE-BASED FINANCIAL ADVISORS & TIBURON CEO SUMMIT XIX - MEETING AGENDA

Tiburon is pleased to announce the release of its research report on Fee-Based Financial Advisors. The purpose of this report is to provide readers with an initial understanding of the fee-based financial advisors (RIAs) market, the fastest growing financial services market & distribution channel. The report goes to painstaking efforts to define this market, which is often improperly defined and measured by others. A parallel report published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Fee-Based Financial Advisors, provides extensive bottom up analysis of the specific actions of fee-based financial advisors. This report provides a top down view of the market. Some fee-based financial advisors are dually registered, hanging a brokerage license at a friendly independent broker/dealer; those fee-based financial advisors are referred to as hybrids in this report and are likewise addressed in Tiburon’s independent reps research report.

Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XIX will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA; please click below to review the tentative meeting agenda for this upcoming Tiburon CEO Summit.


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August 6, 2010 - TIBURON RESEARCH REPORT - RETAIL BANKS & TIBURON CEO SUMMIT XIX - CONFIRMED ATTENDEES

Tiburon is pleased to announce the release of its research report on Retail Banks. The purpose of this report is to provide readers with an initial understanding of the retail banks market, with a specific emphasis on their continuing move into the private banking, personal trust, asset management, & bank brokerage businesses. The report addresses the evolution of the retail banking industry, key vendors to retail banks, and future predictions for the retail banking industry.

Tiburon sends invitations to its semi-annual CEO Summits exclusively to the C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. By observing rigorous seniority requirements, Tiburon has been able to keep discussions focused on CEO-level issues. And by specifically attempting to limit CEO Summits to 125-to-150 client attendees, Tiburon has managed to cultivate an open forum for spirited debates about broad industry trends. Tiburon is pleased to announce that the following Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XIX. If you are a client and interested in attending, or if you are a not a client and would like to learn more about how to attend.


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July 30, 2010 - TIBURON CEO SUMMIT XIX - PUBLIC ANNOUNCEMENT & TIBURON RESEARCH REPORT - THE FUTURE OF ADVICE

Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XIX to be held October 6-7, 2010 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, & wealth management businesses. The topics presented in the general sessions are also discussed in-depth in five break-out sessions, structured around newsworthy topics. Tiburon CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

Tiburon is pleased to announce the release of its research report on the Future of Advice. The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of firm valuations, current events, and consumer wealth & institutional markets. The report then outlines five keys for product delivery in the future - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services, and predicts the winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities, and a synopsis of key strategic advisors.

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July 23, 2010 - TIBURON CEO SUMMIT XIX - CONFIRMED ATTENDEES & TIBURON RESEARCH REPORT - CURRENT EVENTS

Tiburon sends invitations to its semi-annual CEO Summits exclusively to the C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. By observing rigorous seniority requirements, Tiburon has been able to keep discussions focused on CEO-level issues. And by specifically attempting to limit CEO Summits to 125-to-150 client attendees, Tiburon has managed to cultivate an open forum for spirited debates about broad industry trends. Tiburon is pleased to announce that the following Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XIX. If you are a client and interested in attending, or if you are a not a client and would like to learn more about how to attend.

Tiburon is pleased to announce the release of its research report on Current Events. The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & services, various markets & distribution channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment.

Click Here for Full Story


July 16, 2010 - TIBURON CEO SUMMIT XIX - MEETING AGENDA & TIBURON RESEARCH REPORT - PRODUCTS & SERVICES

Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XIX will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA; please click below to review the tentative meeting agenda for this upcoming Tiburon CEO Summit.

Tiburon is pleased to announce the release of its research report on Products & Services. The purpose of this report is to provide readers with an initial understanding of the vast array of financial products & services, including investable asset products, lending products, insurance products, & wealth management services. This report offers cross-product comparisons and serves to summarize Tiburon’s views on dozens of financial products & services markets, including cash investments & bank savings products, individual securities & capital markets, mutual funds, separately managed accounts & other fee-account programs, ETFs & indexing, alternative investments, wealth management services, & family office services.

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July 9, 2010 - TIBURON CEO SUMMIT XIX - CONFIRMED ATTENDEES & RESEARCH RELEASE - 529 PLANS

Tiburon sends invitations to its semi-annual CEO Summits exclusively to the C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. By observing rigorous seniority requirements, Tiburon has been able to keep discussions focused on CEO-level issues. And by specifically attempting to limit CEO Summits to 125-to-150 client attendees, Tiburon has managed to cultivate an open forum for spirited debates about broad industry trends. Tiburon is pleased to announce that the following Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XIX.

Tiburon is pleased to announce the release of its research report on 529 Plans. The purpose of this report is to provide readers with an initial understanding of the growing 529 plans market, as well as two related markets - Coverdell Educational Savings Accounts & custodial accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large. This is the second draft of Tiburon’s research on this topic. This is the second draft of Tiburon’s research on this topic.

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July 1, 2010 - TIBURON CEO SUMMIT XIX - PUBLIC ANNOUCEMENT & RESEARCH REPORT - FUTURE of ADVICE

Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XIX to be held October 6-7, 2010 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, & wealth management businesses.

Tiburon is pleased to announce the release of its new research report on the Future of Advice. The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of firm valuations, current events, and consumer wealth & institutional markets. The report then outlines five keys for product delivery in the future - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services, and predicts the winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities, and a synopsis of key strategic advisors. This is the second draft of Tiburon’s research on this topic.

Click Here for Full Story


June 25, 2010 - TIBURON CEO SUMMIT XIX - MEETING AGENDA and RESEARCH REPORT - RETAIL BANKS

Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XIX will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA; please click below to learn more...

Tiburon is pleased to announce the release of its new research report on Retail Banks. The purpose of this report is to provide readers with an initial understanding of the retail banks market, with a specific emphasis on their continuing move into the private banking, personal trust, asset management, & bank brokerage businesses. The report addresses the evolution of the retail banking industry, key vendors to retail banks, and future predictions for the retail banking industry. This is the second draft of Tiburon’s research on this topic.

Click Here for Full Story


June 18, 2010 - TIBURON RESEARCH REPORT - PRODUCTS & SERVICES

Tiburon is pleased to announce the release of its new research report on Products & Services. The purpose of this report is to provide readers with an initial understanding of the vast array of financial products & services, including investable asset products, lending products, insurance products, & wealth management services. This report offers cross-product comparisons and serves to summarize Tiburon’s views on dozens of financial products & services markets, including cash investments & bank savings products, individual securities & capital markets, mutual funds, separately managed accounts & other fee-account programs, ETFs & indexing, alternative investments, wealth management services, & family office services. This is the second draft of Tiburon’s research on this topic.

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June 11, 2010 - TIBURON RESEARCH REPORT - WINE INVESTMENTS MARKET: COLLECTIONS, FUTURES, VINEYARDS, & WINERIES

Tiburon is pleased to announce the release of its new research report on Wine Investments Market. The purpose of this report is to provide readers with an initial understanding of opportunities for investing in the wine market, including collections, futures, vineyards, & wineries. In the market for alternative investments, none can be much more fun than investing in the wine industry. As a passion of Tiburon's managing principal, Tiburon is able to address the history of wine making, wine vintages & ratings, grape varietals, wine growing regions & appellations, and methods of investing in this booming market. This is the second draft of Tiburon’s research on this topic.

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June 4, 2010 - TIBURON RESEARCH REPORT - AN INITIAL OVERVIEW of the 529 PLANS INDUSTRY: THE NEW COLLEGE SAVINGS VEHICLE

Tiburon is pleased to announce the release of its new research report on 529 Plans. The purpose of this report is to provide readers with an initial understanding of the growing 529 plans market, as well as two related markets - Coverdell Educational Savings Accounts & custodial accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large. This is the second draft of Tiburon’s research on this topic.

Click Here for Full Story


May 28, 2010 - TIBURON CEO SUMMIT XIX - MEETING AGENDA

Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XIX will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA; please click below to learn more...

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May 21, 2010 - TIBURON PRODUCTS & SERVICES - NEW RELEASE

Tiburon is pleased to announce the release of its new research report on Financial Services Industry Products & Services. The purpose of this report is to provide readers with an initial understanding of the vast array of financial products & services, including investable asset products, lending products, insurance products, & wealth management services. This report offers cross-product comparisons and serves to summarize Tiburon’s views on dozens of financial products & services markets, including cash investments & bank savings products, individual securities & capital markets, mutual funds, separately managed accounts & other fee-account programs, ETFs & indexing, alternative investments, wealth management services, & family office services. This is the second draft of Tiburon’s research on this topic.

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May 14, 2010 - TIBURON CONSUMER WEALTH - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Consumer Wealth. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and Baby Boomers’ likely pending liquidation. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers’ perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, and the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon’s research on this topic. This research release summarizes some of the report's key findings.

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May 7, 2010 - TIBURON CURRENT EVENTS - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Current Events. The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & channels, various markets & distribution channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment. This is the second draft of Tiburon's research on this topic. This research release summarizes some of the report's key findings.

Click Here for Full Story


April 30, 2010 - TIBURON CEO SUMMIT XIX - PUBLIC ANNOUNCEMENT

Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XIX to be held October 6-7, 2010 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, & wealth management businesses. The topics presented in the general sessions are also discussed in-depth in five break-out sessions, structured around newsworthy topics. Tiburon CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive. Click here or on the large slide above to learn more...

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April 23, 2010 - TIBURON CEO SUMMIT XVIII - GUEST SPEAKER PRESENTATION HIGHLIGHTS

Tiburon is pleased to present highlights from the guest speakers for its last Tiburon CEO Summit, held April 14-15, 2010 at the Ritz Carlton Hotel in New York, NY. Along with Tiburon's Managing Principal Chip Roame, guest speakers included Ed Bernard (Vice Chairman, T. Rowe Price Group), Abby Cohen (President, Global Markets Institute, Goldman Sachs Group), Steve Forbes (CEO, Forbes Media), Jim McCool (Executive Vice President, The Charles Schwab Corporation), Jonathan Steinberg (CEO, Wisdom Tree Investments), David Tittsworth (Executive Director, Investment Adviser Association), & Fred Tomczyk (CEO, TD Ameritrade)...

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April 16, 2010 - TIBURON CEO SUMMIT XVIII - CHIP ROAME'S OPENING KEYNOTE PRESENTATION HIGHLIGHTS

Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. Tiburon CEO Summit XVIII was held this week in New York, NY. Almost 150 senior industry executives took two days out of their busy schedules to participate. Tiburon Managing Principal Chip Roame opened CEO Summit XVIII by presenting on the state of the financial services industry.

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April 9, 2010 - TIBURON CURRENT EVENTS - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Current Events. The purpose of this report is to provide readers with an initial understanding of current events and their impact on the financial services industry, various products & channels, various markets & distribution channels, and specific financial services firms. The report addresses world political events, world disasters, the economy & stock market, corporate scandals, financial services industry stumbles, presidential & congressional elections, and the regulatory environment. This is the second draft of Tiburon's research on this topic. This research release summarizes some of the report's key findings.

Click Here for Full Story


April 2, 2010 - TIBURON CONSUMER WEALTH - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Consumer Wealth. The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and Baby Boomers’ likely pending liquidation. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers’ perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, and the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon’s research on this topic. This research release summarizes some of the report's key findings.

Click Here for Full Story


March 26, 2010 - TIBURON WINNING TACTICS - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Winning Tactics. The purpose of this report is to provide readers with an initial understanding of five key winning tactical strategies, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. The report also addresses three additional financial advisor level only tactical strategies, including financial advisor benchmarking, succession planning, and profiling. This is the second draft of Tiburon’s research on this topic.

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March 19, 2010 - TIBURON KEY DRIVING FACTORS - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Key Driving Factors. The purpose of this report is to provide readers with an initial understanding of the key driving factors within the financial services industry, including consumer wealth, the institutional markets, & current events. This report serves to consolidate the highlights of those three Tiburon research reports, including both historical insights and future predictions. This is the second draft of Tiburon’s research on this topic.

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March 12, 2010 - TIBURON FEE-ACCOUNTS - KEY FINDINGS

Tiburon is pleased to again announce the release of its new research report on Fee-Accounts. The purpose of this report is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs and other fee-account programs. This is the fifth draft of Tiburon’s research on this topic.

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March 5, 2010 - TIBURON CEO SUMMIT XVIII - GUEST SPEAKERS ANNOUNCEMENT

Tiburon is pleased to announce the guest speakers for its next Tiburon CEO Summit, to be held April 14-15, 2010 at the Ritz Carlton Hotel in New York, NY. There are over twenty planned sessions. Along with Tiburon's Managing Principal Chip Roame, guest speakers will include Ed Bernard (Vice Chairman, T. Rowe Price Group), Abby Cohen (President, Global Markets Institute, Goldman Sachs Group), Steve Forbes (CEO, Forbes Media), Jim McCool (Executive Vice President, The Charles Schwab Corporation), Jonathan Steinberg (CEO, Wisdom Tree Investments), David Tittsworth (Executive Director, Investment Adviser Association), & Fred Tomczyk (CEO, TD Ameritrade)...

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February 26, 2010 - TIBURON UPSCALE CHANNELS - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Upscale Channels. The purpose of this report is to provide readers with an initial understanding of the various upscale channels, including private banks, investment banks & boutique brokerage firms, separate account managers, investment consultants, sports agents & business managers, and family offices. While these firms lack a common history, they share a common purpose of serving high net worth consumers. This is the second draft of Tiburon's research on this topic.

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February 19, 2010 - TIBURON CEO SUMMIT XVIII - PUBLIC ANNOUNCEMENT

Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XVIII to be held April 14-15, 2010 at the Ritz Carlton Hotel in New York, NY. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. The topics presented in the general sessions are also discussed in-depth in five break-out sessions, structured around newsworthy topics. Tiburon CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

Click Here for Full Story


February 12, 2010 - TIBURON FINANCIAL SERVICES INSTITUTIONS MERGERS & ACQUISITIONS - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on FSI M&A. The purpose of this report is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs and other fee-account programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards the eight types of fee-account programs: fee-based brokerage accounts, broker wrap accounts, mutual fund wrap accounts, annuity wrap accounts, ETF wrap accounts, multiple style portfolios, separately managed accounts, & unified managed accounts. This comprehensive report should serve as a bible for any existing or new participant in this market; it includes statistics on the leading players, details of each market segment, highlights of innovations in the four components of fee-account programs, & predictions for the future. This is the fifth draft of Tiburon's research on this topic.

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February 5, 2010 - TIBURON CEO SUMMIT XVIII - MEETING AGENDA

Tiburon CEO Summit XVIII will officially start at 7:45am on Wednesday, April 14, 2010, include a group dinner that night in Manhattan and finish at 1:30pm on Thursday, April 15, 2009. More casually, Tiburon CEO Summit XVIII will begin with a cocktail reception the prior evening Tuesday April 13, 2010 at 6:00pm at the Ritz Carlton Hotel in Battery Park City in New York.

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January 29, 2010 - TIBURON FEE-ACCOUNTS - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Fee-Accounts. The purpose of this report is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs and other fee-account programs. This is the fifth draft of Tiburon’s research on this topic.

Click Here for Full Story


January 22, 2010 - TIBURON CEO SUMMIT XVIII - CONFIRMED ATTENDEES ANNOUNCEMENT

Tiburon sends invitations to its semi-annual CEO Summits exclusively to the C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. By observing rigorous seniority requirements, Tiburon has been able to keep discussions focused on CEO-level issues. And by specifically attempting to limit CEO Summits to 125-to-150 client attendees, Tiburon has managed to cultivate an open forum for spirited debates about broad industry trends. Tiburon is pleased to announce that the following 145 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XVIII... If you are a client and interested in attending, or if you are a not a client and would like to learn more about how to attend, please...

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January 15, 2010 - TIBURON FINANCIAL ADVISOR SALES & MARKETING - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Financial Advisor Sales & Marketing. The purpose of this report is to provide readers with an initial understanding of the wide range of potential financial advisor sales & marketing strategies, including client retention, client consolidation, client referrals, professional referrals, seminar & direct marketing, and advertising & public relations strategies. This is the third draft of Tiburon’s research on this topic.

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January 8, 2010 - TIBURON CEO SUMMIT XVIII - PUBLIC ANNOUNCEMENT

Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XVIII to be held April 14-15, 2010 at the Ritz Carlton Hotel in New York, NY. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. The topics presented in the general sessions are also discussed in-depth in five break-out sessions, structured around newsworthy topics. Tiburon CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

Click Here for Full Story


January 1, 2010 - TIBURON WINNING TACTICS - KEY FINDINGS

Tiburon is pleased to announce the release of its new research report on Winning Tactics. The purpose of this report is to provide readers with an initial understanding of five key winning tactical strategies, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. The report also addresses three additional financial advisor level only tactical strategies, including financial advisor benchmarking, succession planning, and profiling. This is the second draft of Tiburon’s research on this topic.

Click Here for Full Story


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.