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.

Click Here for Full Story

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.

Click Here for Full Story

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.

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.

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.

.

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.

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 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.

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.

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.

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...

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)...

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.

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.

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.

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.

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.

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.

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)...

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.

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.

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.

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.

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.

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...

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.

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.

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.