Research Releases - 2012-2013

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 90,000 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.

2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003


DECEMBER 27, 2013 - TIBURON RESEARCH RELEASE - FINANCIAL ADVISOR MERGERS & ACQUISITIONS, BANK OF AMERICA CORPORATION, TIBURON CEO SUMMIT XXV PANELISTS HIGHLIGHTS, & TIBURON RESEARCH ACCESS PROGRAM

 

 

 

 

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Tiburon Strategic Advisors 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 investment advisor industry, little reliable and consistent market data exists because many transactions take place between related parties and/or acquirers do not disclose the terms of their transactions. That said, similar trends have played out across other financial advisor markets with more public data, including amongst insurance agents & third-party administrators, CPA & law firms, and even real estate agents & mortgage brokers. 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 research should be a useful reference. This research begins with a review of the key driving factors, addresses three historical phases, addresses six financial advisor market segments, & makes six predictions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Bank of America Corporation. Bank of America Corporation was founded as Commercial National Bank in 1874 and is based in Charlotte, NC. Bank of America Corporation has operations in 40 countries, 50 states, 247,943 employees, 56 million clients, $1,110 billion deposits, $150.4 billion revenues, $16.4 billion expenses, and $6.3 billion net profits. The company is led by its CEO Brian Moynihan and is a public company trading on the New York Stock Exchange under the symbol BAC. Bank of America Corporation's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of countries, states, employees, clients, deposits, loans, revenues, charge offs, loan loss reserves, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV speakers & panelists, including Ryan Alfred (President, BrightScope), John Bunch (CEO, The Mutual Fund Store), Mitch Caplan (CEO, Jefferson National Financial), James Carney (CEO, By All Accounts), Ron Carson (CEO, Carson Wealth Management Group), Bill Crager (President, Envestnet), Ben Cukier (Partner, FTV Capital), Joe Duran (CEO, United Capital Financial Partners), Mike Durbin (President, Fidelity Institutional Wealth Services), Ric Edelman (CEO, The Edelman Financial Group), Ed Forst (CEO, Lincoln Investment Planning), Mark Goldberg (President, Carey Financial), Dan Goldie (CEO, Dan Goldie Financial Services), Mark Gormley (Partner, Lee Equity Partners), Pete Hess (CEO, Advent Software), Anton Honikman (CEO, MyVest Corporation), Mark Hurley (CEO, Fiduciary Network), Steve Janachowski (CEO, Brouwer & Janachowski), Rob Klapprodt (President, Vestmark), Paul Koontz (General Partner, Foundation Capital), Steve Lockshin (Chairman, Convergent Wealth Advisors), Jeff Maggioncalda (CEO, Financial Engines), John Michel (CEO, CircleBlack), Blake Mohr (CEO, Capitas Financial), Robert Moore (President, LPL Financial), John Rafal (CEO, Essex Financial Services), Rich Rosenbaum (Principal, Aquiline Capital Partners), Simon Roy (President, Jemstep), Greg Tschider (CEO, Verisight), Hardeep Walia (CEO, Motif Investing), Michelle Watson (Chief Investment Officer, First Republic Investment Management), Elliot Weissbluth (CEO, HighTower), Chuck Widger (Chairman, Brinker Capital), Chris Wolfe (Chief Investment Officer, Private Banking & Investment Group, Merrill Lynch Wealth Management), & Mike Woods (CEO, DWS Investments Distributors).


 

 

 

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At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets. The Tiburon Research Access Program allows Tiburon clients to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon's research currently includes over 875 topics. Tiburon's research strategy is to ultimately write and continuously refine research offerings covering every substantial financial services industry market segment (and prominent firm) so that the research can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon clients. Tiburon attempts to publish research on at least ten additional topics each week. Many are simply updates but all lead the firm closer to its goal of comprehensive research. If you are interested in accessing any of Tiburon's research, please click here to Subscribe to Tiburon Research online.

 



DECEMBER 20, 2013 - TIBURON RESEARCH RELEASE - WINE INVESTMENTS, PERSONAL CAPITAL, TIBURON CEO SUMMIT XXV KEYNOTE PRESENTATION, & TIBURON CEO SUMMIT SPONSORS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Wine Investments. The purpose of this research is to provide readers with an initial understanding of opportunities for investing in the wine market, including collections & futures; private equity & real estate investment trusts; and 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 partner, Tiburon is able to address the history of winemaking, grape varietals, wine growing regions & appellations, leading wineries, and methods for investing in this booming market. This research addresses the three historical phases of the wine industry, highlights grape varietals, defines four distinct market segments, & makes four predictions for the wine industry. This research concludes by identifying the three leading ways of investing in the wine industry.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Personal Capital. Personal Capital was founded as SafeCorp Financial Corporation by Bill Harris & Rob Foregger in 2009 and is based in Redwood City, CA. Personal Capital has 28 employees, $0.1 million revenues, is led by its CEO Bill Harris, and is privately owned. Personal Capital's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, assets under management, revenues, & net profits. Its profile includes detailed outlines of its core services & concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV Keynote Presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) kicked off Tiburon CEO Summit XXV with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.


 

 

 

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Tiburon clients Advent Software, Advisor Software, Alston & Bird, BrightScope, Brinker Capital, Charles Schwab, Discovery Data, Docupace Technologies, eMoney Advisor, Envestnet, EverBank Financial, Fidelity Investments, First Allied Holdings, FolioDynamix, FTV Capital, Jefferson National Financial, Larkin Point Investment Advisors, LPL Financial, My Vest, Orion Advisor Services, RBC Correspondent Services, Scottrade, SEI Investments, TD Ameritrade Institutional, Trust Company of America, & Vestmark are offering financial support for Tiburon CEO Summit XXVI. Tiburon seeks to build a group of sponsors who can envision participating for the long-term. The cost to become a sponsor is $30,000 a year. To become a Tiburon CEO Summit Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefits package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads).

 



DECEMBER 13, 2013 - TIBURON RESEARCH RELEASE - COLLEGE SAVINGS MARKET, BETTERMENT HOLDINGS, TIBURON CEO SUMMIT XXV KEYNOTE PRESENTATION, & TIBURON CEO SUMMIT MEDIA SPONSORS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on College Savings Market. The purpose of this research is to provide readers with an understanding of the college savings market, with a specific focus on the 529 college saving plans market, as well as related markets, including UGMA & UTMA custodial accounts and Coverdell Educational Savings Accounts. 529 college savings plans have the potential to become to college savings what 401K plans have become to retirement savings. This research seeks to summarize the leading plan sponsors and managers, as well as make predictions for the market at large. This research addresses a variety of key driving factors & the three historical phases of the college saving market. This research defines four distinct markets segments & makes three predictions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Betterment Holdings. Betterment Holdings was founded by Jon Stein & Eli Broverman in 2007 and is based in New York, NY. Betterment Holdings has 22 employees and is led by its CEO Jon Stein. Betterment Holdings' comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, assets under management, revenues, & net profits. Its profile includes detailed outlines of its core services & concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV Keynote Presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) kicked off Tiburon CEO Summit XXV with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.


 

 

 

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Leading publications including Advisor Perspectives, American Banker, Bank Investment Consultant, Financial Advisor, Financial Planning, Insurance Newscast, Money Management Executive, On Wall Street, Private Wealth, Rep, and Trusts & Estates are assisting in promoting Tiburon CEO Summit XXVI. Tiburon seeks to build a media sponsor group of publications that serve the financial services industry which can envision participating for the long-term. Tiburon seeks no funding from media sponsors but rather a simple swap of some advertising space for the same rights as a traditional sponsor. All print publication media sponsors run two full page advertisements for each Tiburon CEO Summit that they sponsor (one promoting the event and one thanking the speakers and sponsors) and send one email blast to a segment of their subscriber list as is appropriate. All online and/or email publication media sponsors send two email blasts to their entire subscriber list and run banner advertisements on an as available basis (with all running similar numbers). To become a Tiburon CEO Summit Media Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefit package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads).

 



DECEMBER 6, 2013 - TIBURON RESEARCH RELEASE - FEE-BASED FINANCIAL ADVISORS (RIAs), TRUST COMPANY OF AMERICA, TIBURON CEO SUMMIT XXVI CONFIRMED ATTENDEE LIST, & TIBURON AWARDS

 

 

 

 

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Tiburon Strategic Advisors 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. This research provides a top down view of the market, including historical & projected numbers of fee-based financial advisors, and their number of clients, accounts, & assets under management. A parallel Tiburon research topic, 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. 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. This research begins with a broad market background explaining the difference between the broader registered investment advisors (RIAs) market and the sub-segment of fee-based financial advisors. This research addresses the three historical phases of fee-based financial advisors, defines two distinct markets segments, defines the key service providers to fee-based financial advisors, and makes four predictions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Trust Company of America. Trust Company of America was founded as The Franklin Trust Company in 1972 and is based in Centennial, CO. The firm serves 65 fee-based financial advisor clients and has gathered $12.0 billion assets under administration. Trust Company of America is led by its Chairman Steve Finn & CEO David Barry. Trust Company of America's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, institutional clients, accounts, assets under administration, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXVI Confirmed Attendee List. Tiburon is pleased to announce that 204 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXVI. Tiburon sends invitations to its semi-annual Tiburon CEO Summits exclusively to C level executives, executive vice presidents, partners, & other business heads at its 400+ 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. Attendance at each Tiburon CEO Summit is reserved for Tiburon's clients. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.


 

 

 

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Tiburon Strategic Advisors and its Partners & Principals have won numerous awards throughout the consulting and financial services industries. Tiburon Managing Partner Chip Roame has been named one of the power 25 elite by Investment News, one of the 25 most influential individuals in the advisor business by Investment Advisor magazine, & one of the five experts with the answers by Boomer Market Advisor. Tiburon has also been named one of the fastest growing companies by the San Francisco Business Times in multiple years. For more information on Tiburon, Tiburon's office administrator Sarah Sage can be reached at SSage@TiburonAdvisors.Com or 415-789-2540.

 



NOVEMBER 29, 2013 - TIBURON RESEARCH RELEASE - MANAGED ACCOUNT PROGRAMS, SCOTTRADE FINANCIAL SERVICES, TIBURON CEO SUMMIT XXVI MEETING AGENDA, & TIBURON MEDIA COVERAGE

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Managed Account Programs. The purpose of this research is to provide readers with a comprehensive understanding of the managed account programs market, including separately managed account programs, mutual fund wrap account programs, ETF wrap account programs, & unified managed account programs, as well as rep as portfolio manager and rep as advisor programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards these six types of managed account programs. This comprehensive research includes a relatively comprehensive history, statistics on the leading programs, details of each program type, highlights of each distribution channel, & predictions for the future. This research outlines three historical phases, addresses six program types, defines five markets & distribution channels, & makes three predictions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Scottrade Financial Services. Scottrade Financial Services was founded as Scottrade Securities by Rodger Riney in 1980 and is based in Saint Louis, MO. Scottrade Financial Services has 1,776 employees, 305 branches, 1.7 million accounts, $62 billion assets under administration, $796 million revenues, and is led by its CEO Rodger Riney. Scottrade Financial Services' comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of branches, employees, accounts, assets under administration, daily average trades, daily average revenue trades, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXVI Meeting Agenda. Tiburon CEO Summit XXVI will be held April 8-9, 2014, at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summit XXVI will officially start at 7:45am on Tuesday, April 8, 2014, include a group dinner that night and finish at 1:00pm on Wednesday, April 9, 2014. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXVI will include over twenty panelists. Tiburon CEO Summit XXVI will also feature the firm's traditional client-centric panel discussions, three less formal break-out sessions, & two networking-based social events.


 

 

 

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Tiburon executives have been quoted quite extensively throughout the industry and general media. Click on the link below to find a list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating). The short summaries contained on the Tiburon media coverage web page are intended to help prospective Tiburon clients, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. The extensive list of Tiburon quotes has required the use of multiple web site pages. Please click on the links below the media web page summaries to view older article summaries. Prospective Tiburon clients, conference planners, and media representatives can contact Tiburon's office administrator Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

 



NOVEMBER 22, 2013 - TIBURON RESEARCH RELEASE - FINANCIAL SERVICES INSTITUTIONS MERGERS & ACQUISITIONS, TD BANK FINANCIAL GROUP, TIBURON CEO SUMMIT XXVI SPEAKERS & PANELISTS HIGHLIGHTS, & TIBURON PARTNERS & PRINCIPALS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Financial Services Institutions Mergers & Acquisitions. The purpose of this research is to provide readers with an initial understanding of the rapid consolidation taking place in the banking, brokerage, insurance, & investment management markets. Glass Steagall fell in 1999 and the financial services industry picked up its mergers & acquisitions trend. More recently, capital adequacy, TARP repayments, & low interest rates have forced divestitures. Banks have acquired other banks, brokerage firms, & investment management firms. Insurance companies have acquired other insurance companies, independent broker/dealers, & investment management firms. Full-service brokerage firms have acquired other full-service brokerage firms and investment management firms. And investment management firms have acquired one another. This research profiles the thousands of transactions that have taken place and lays the groundwork for expected consolidation (and divestitures) over the coming decade. This research addresses the four historical phases of financial services industry mergers & acquisitions, defines six distinct markets segments, and makes three predictions for financial services industry mergers & acquisitions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on TD Bank Financial Group. TD Bank Financial Group was founded as Toronto Dominion Bank in 1955 and is based in Toronto, Ontario. The firm has 65,930 employees, $575 billion assets, generates $17.9 billion revenues, & earns $3.8 billion. TD Bank Financial Group is a public company traded on the New York Stock Exchange under the symbol TD and is led by its CEO Ed Clark. TD Bank Financial Group's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, clients, assets, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXVI speakers & panelists, including Rob Arnott (CEO, Research Affiliates), Ron Baron (CEO, Baron Capital Group), Jud Bergman (CEO, Envestnet), Rich Bernstein (CEO, Richard Bernstein Advisors), Jack Bogle (Founder, The Vanguard Group), David Carroll (Senior Executive Vice President, Wealth, Brokerage, & Retirement Services, Wells Fargo Corporation), Mark Casady (CEO, LPL Financial), Ed Finn (Editor, Barron's), Bill Harris (CEO, Personal Capital Corporation), Jonathan Korngold (Managing Director, General Atlantic Partners), Tom Lee (CEO, Lee Equity Partners), Harry Markowitz (President, Harry Markowitz & Associates & Nobel Prize Winner in Economics), Don Phillips (President, Research, Morningstar), Peter Raimondi (CEO, Banyan Partners), Andrew Rudd (CEO, Advisor Software), Jeff Saut (Chief Investment Strategist, Raymond James & Associates), Bill Sharpe (Professor Emeritus, Stanford University & Nobel Prize Winner in Economics), Jon Stein (CEO, Betterment), Allen Thorpe (Managing Director, Hellman & Friedman), Mark Tibergien (CEO, Pershing Advisor Solutions), Alexa von Tobel (CEO, LearnVest), & Derek Young (Vice Chairman, Pyramis Global Advisors).


 

 

 

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Matt Lynch is a Principal at Tiburon Strategic Advisors. With over 25 years of financial services experience, most recently as president & CEO of a leading independent broker/dealer & RIA, Mr. Lynch is viewed as a thought leader and change agent known for his innovative approach to the financial services business as a senior executive and as a consultant. Mr. Lynch is among an elite group of industry experts who can leverage experience as a successful executive with consulting expertise. At Tiburon, Mr. Lynch has led numerous corporate strategy engagements for leading banks, insurance companies, asset management firms, hedge funds, technology firms, broker/dealers, public accounting firms, investment companies, RIAs, and venture capital firms. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. Mr. Lynch accomplishes this through his extensive knowledge of financial advisors, product design & pricing, regulatory requirements & trends, and the benefit of a couple of decades in the trenches. Matt can be reached at MLynch@TiburonAdvisors.Com or 937-602-5386.

 



NOVEMBER 15, 2013 - TIBURON RESEARCH RELEASE - REVERSE MORTGAGES, THE CHARLES SCHWAB CORPORATION, TIBURON CEO SUMMIT XXVI KEYNOTE PRESENTATION HIGHLIGHTS, & TIBURON MARKET SEMINARS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Reverse Mortgages. The purpose of this research is to provide readers with an initial understanding of the growing reverse mortgages market which provide another income option for retirees. Specifically, this research will review the evolution & future predictions of the reverse mortgages market as well as its three market segments: federally insured, single purpose, & proprietary reverse mortgages. This research addresses the four historical phases of the reverse mortgages market and makes two predictions for the reverse mortgages market (short-term stagnation in growth but overall long-term boom and emergence of stricter reverse mortgage standards).

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on The Charles Schwab Corporation. The Charles Schwab Corporation was founded as Charles Schwab & Company by Chuck Schwab in 1971 and is based in San Francisco, CA. >The firm has 13,800 employees, 8.7 million accounts, 900,000 net new brokerage accounts, $1.8 trillion assets under administration, $140 billion net new assets under administration, processes 441,000 daily average trades, 283,000 daily average revenue trades, generates $4.9 billion revenues, & earns $0.9 billion. The company is publicly owned, traded on the NASDAQ under the symbol SCHW, and is led by its Chairman Chuck Schwab & CEO Walt Bettinger. The Charles Schwab Corporation's comprehensive Power Point deck includes a synopsis of its history, inlcuding its key phases. Its profile includes the key statistics of the firm, inlcuding its number of employees, accounts, net new brokerage accounts, assets under administration, net new assets under administration, daily average trades, daily average revenue trades, revenues, net revenues, expenses, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to provide a summary of the expected content of its Tiburon CEO Summit XXVI keynote presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXVI with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.


 

 

 

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Due to the depth of its existing written industry knowledge (over 200,000 Power Point charts and graphs), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. To schedule a market seminar, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.

 



NOVEMBER 8, 2013 - TIBURON RESEARCH RELEASE - THE FUTURE OF ADVICE, FOLIOFN, TIBURON CEO SUMMIT XXVI KEYNOTE PRESENTATION HIGHLIGHTS, & TIBURON CONFERENCE SPEECHES

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on The Future of Advice. The purpose of this research is to provide readers with a comprehensive understanding of the future of advice. This research was developed by gathering the most insightful analyses from recent Tiburon research. A parallel topic called The Future of the Advisory Business: A Comprehensive Survey of Financial Advisor Winning Tactic, Benchmarking, & Strategic Issues, presents a more comprehensive review of trends. This research addresses the three historical phases of the financial advisor industry, outlines the state of the financial advisor industry, and makes two predictions for the future of advice.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Foliofn. Foliofn was founded by Steve Wallman in 1998 and is based in McLean, VA. The company has 100 employees, 8,000 accounts, & $17.5 million revenues. Foliofn is led by its CEO Steve Wallman. Foliofn's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, assets under administration, net flows, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to provide a summary of the expected content of its Tiburon CEO Summit XXVI keynote presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXVI with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.


 

 

 

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Common conference speech audiences for Tiburon partners & principals include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national & regional trade group meetings. Tiburon partners & principals have all been widely quoted & can offer detailed insights to conference attendees. Tiburon conference speeches are continuously updated and share insights from the firm's ongoing research efforts. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

 



NOVEMBER 1, 2013 - TIBURON RESEARCH RELEASE - INSURANCE PRODUCTS, LARKIN POINT INVESTMENT ADVISORS, TIBURON CEO SUMMIT XXVI PUBLIC ANNOUNCEMENT, & THE TIBURON RESEARCH ACCESS PROGRAM

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Insurance Products. The purpose of this research is to provide readers with an initial understanding of the wide range of insurance products, many used by consumers to protect themselves from various life risks. The research addresses health care insurance, disability insurance, long-term care insurance, annuities, property & casualty insurance, & life insurance. Another Tiburon research topic also addresses life insurance in the estate planning context. And yet another Tiburon research topic addresses insurance agents as a distribution channel. This research addresses the three historical phases of insurance products, defines six distinct markets segments, outlines two key market & distribution channels, & makes four predictions for insurance products.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Larkin Point Investment Advisors. Larkin Point Investment Advisors was founded by Michael Winchell in 2013. The firm is based in Rumson, NJ. Larkin Point Investment Advisors has one office, six employees, and is led by its CEO Michael Winchell & President Damian Peter. Larkin Point Investment Advisors' comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, assets under management, net flows, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXVI to be held April 8-9, 2014 at the Ritz Carlton Hotel in New York, NY. If you have attended any of the past 25 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 CEO Summit XXVI will officially start at 7:45am on Tuesday, April 8, 2014, include a group dinner that night and finish at 1:00pm on Wednesday, April 9, 2014. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXVI will include panelists Rob Arnott (CEO, Research Affiliates), Ron Baron (CEO, Baron Capital Group), Jack Bogle (Founder, The Vanguard Group), David Carroll (Senior Executive Vice President, Wealth, Brokerage, & Retirement Services, Wells Fargo Corporation), Mark Casady (CEO, LPL Financial), Ed Finn (Editor, Barron's), Harry Markowitz (President, Harry Markowitz & Associates & Nobel Prize Winner in Economics), Don Phillips (President, Research, Morningstar), Andrew Rudd (CEO, Advisor Software), Jeff Saut (Chief Investment Strategist, Raymond James & Associates), Bill Sharpe (Professor Emeritus, Stanford University & Nobel Prize Winner in Economics), Jon Stein (CEO, Betterment), Allen Thorpe (Managing Director, Hellman & Friedman), Alexa von Tobel (CEO, LearnVest), & Derek Young (Vice Chairman, Pyramis Global Advisors). Tiburon CEO Summit XXVI will also feature the firm's traditional client-centric panel discussions, three less formal break-out sessions, & two networking-based social events.


 

 

 

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At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets. The Tiburon Research Access Program allows Tiburon clients to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon's research currently includes over 800 topics. Tiburon's research strategy is to ultimately write and continuously refine research offerings covering every substantial financial services industry market segment (and prominent firm) so that the research can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon clients. Tiburon attempts to publish research on at least ten additional topics each week. Many are simply updates but all lead the firm closer to its goal of comprehensive research. If you are interested in accessing any of Tiburon's research, please click here to Subscribe to Tiburon Research online.

 



OCTOBER 25, 2013 - TIBURON RESEARCH RELEASE - FINANCIAL ADVISOR WINNING TACTICS, SIM PARTNERS, TIBURON CEO SUMMIT XXV SPEAKERS & PANELISTS HIGHLIGHTS, & TIBURON CEO SUMMIT SPONSORS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Financial Advisor Winning Strategies. The purpose of this research is to provide readers with an understanding of the strategic issues of running a successful financial advisory business, including the potential of mergers & acquisitions. This research addresses three historical phases, several strategic topics, & makes six predictions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on SIM Partners. SIM Partners was founded by Jon Schepke in 2006 and is based in Chicago, IL. The company has two offices and 50 employees. SIM Partners is led by its CEO Jon Schepke. SIM Partners's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits. Its profile includes detailed outlines of its core businesses. And its profile concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV speakers & panelists, including Ryan Alfred (President, BrightScope), John Bunch (CEO, The Mutual Fund Store), Mitch Caplan (CEO, Jefferson National Financial), James Carney (CEO, By All Accounts), Ron Carson (CEO, Carson Wealth Management Group), Bill Crager (President, Envestnet), Ben Cukier (Partner, FTV Capital), Joe Duran (CEO, United Capital Financial Partners), Mike Durbin (President, Fidelity Institutional Wealth Services), Ric Edelman (CEO, The Edelman Financial Group), Ed Forst (CEO, Lincoln Investment Planning), Mark Goldberg (President, Carey Financial), Dan Goldie (CEO, Dan Goldie Financial Services), Mark Gormley (Partner, Lee Equity Partners), Pete Hess (CEO, Advent Software), Anton Honikman (CEO, MyVest Corporation), Mark Hurley (CEO, Fiduciary Network), Steve Janachowski (CEO, Brouwer & Janachowski), Rob Klapprodt (President, Vestmark), Paul Koontz (General Partner, Foundation Capital), Steve Lockshin (Chairman, Convergent Wealth Advisors), Jeff Maggioncalda (CEO, Financial Engines), John Michel (CEO, CircleBlack), Blake Mohr (CEO, Capitas Financial), Robert Moore (President, LPL Financial), John Rafal (CEO, Essex Financial Services), Rich Rosenbaum (Principal, Aquiline Capital Partners), Simon Roy (President, Jemstep), Greg Tschider (CEO, Verisight), Hardeep Walia (CEO, Motif Investing), Michelle Watson (Chief Investment Officer, First Republic Investment Management), Elliot Weissbluth (CEO, HighTower), Chuck Widger (Chairman, Brinker Capital), Chris Wolfe (Chief Investment Officer, Private Banking & Investment Group, Merrill Lynch Wealth Management), & Mike Woods (CEO, DWS Investments Distributors).

 

 

 

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Tiburon clients Advent Software, Advisor Software, Alston & Bird, BrightScope, Brinker Capital, Charles Schwab, Discovery Data, Docupace Technologies, eMoney Advisor, Envestnet, EverBank Financial, Fidelity Investments, First Allied Holdings, FolioDynamix, FTV Capital, Jefferson National Financial, Larkin Point Investment Advisors, LPL Financial, My Vest, Orion Advisor Services, RBC Correspondent Services, Scottrade, SEI Investments, TD Ameritrade Institutional, Trust Company of America, & Vestmark are offering financial support for Tiburon CEO Summit XXVI. Tiburon seeks to build a group of sponsors who can envision participating for the long-term. The cost to become a sponsor is $30,000 a year. To become a Tiburon CEO Summit Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefits package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads).

 



OCTOBER 18, 2013 - TIBURON RESEARCH RELEASE - FINANCIAL ADVISOR BENCHMARKING, ESSEX SAVINGS BANK, TIBURON CEO SUMMIT XXV KEYNOTE PRESENTATION HIGHLIGHTS, & TIBURON CEO SUMMIT MEDIA SPONSORS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Financial Advisor Benchmarking. The purpose of this research is to provide readers with an initial understanding of financial advisor benchmarking data and the resulting best practices that such data suggests across a wide variety of traditionally defined markets & distribution channels. Dozens of studies exist regarding financial advisor benchmarking data (including Tiburon's own financial advisor benchmarking tools). And dozens of financial advisor coaches claim to know the best practices of running financial advisory businesses. This research analyzes and compares dozens of existing benchmarking studies, addressing data ranging from marketing strategies to technology use to profit margins. This research also evaluates advice given by coaches in comparison to factual data from leading financial advisors. This research addresses thirteen financial advisor segments, and incorporates highlights from Tiburon's underlying research topics of each. This research also supports four conclusions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Essex Savings Bank. Essex Savings Bank was founded in 1851 and is based in Essex, CT. Essex Savings Bank has six branches and is led by its CEO Gregory Shook. Essex Savings Bank's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of branches, employees, deposits, loans, revenues, & net profits. Its profile includes detailed outlines of its core businesses. And its profile concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV Keynote Presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) kicked off Tiburon CEO Summit XXV with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.

 

 

 

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Leading publications including Advisor Perspectives, American Banker, Bank Investment Consultant, Financial Advisor, Financial Planning, Insurance Newscast, Money Management Executive, On Wall Street, Private Wealth, Rep, and Trusts & Estates are assisting in promoting Tiburon CEO Summit XXVI. Tiburon seeks to build a media sponsor group of publications that serve the financial services industry which can envision participating for the long-term. Tiburon seeks no funding from media sponsors but rather a simple swap of some advertising space for the same rights as a traditional sponsor. All print publication media sponsors run two full page advertisements for each Tiburon CEO Summit that they sponsor (one promoting the event and one thanking the speakers and sponsors) and send one email blast to a segment of their subscriber list as is appropriate. All online and/or email publication media sponsors send two email blasts to their entire subscriber list and run banner advertisements on an as available basis (with all running similar numbers). To become a Tiburon CEO Summit Media Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefit package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads).

 



OCTOBER 11, 2013 - TIBURON RESEARCH RELEASE - STRATEGIC ADVISORS, DAN GOLDIE FINANCIAL SERVICES, TIBURON CEO SUMMIT XXV KEYNOTE PRESENTATION HIGHLIGHTS, & TIBURON AWARDS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Financial Services Industry Strategic Advisors. The purpose of this research is to provide readers with an initial understanding of strategic advisors to the financial services industry, including consulting firms, CPA firms, law firms, & investment banks The goal of this research is to assist Tiburon’s financial services industry CEO-level clients in leveraging the key counselors to the financial services industry, many of whom work closely with Tiburon on client projects. This research outlines financial services industry strategic advisors including consulting firms, CPA firms, law firms, & investment banks. This research makes two predictions for the financial services industry strategic advisors business.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Dan Goldie Financial Services. Dan Goldie Financial Services was founded by Dan Goldie and is based in Menlo Park, CA. The firm has two employee, 250 clients, 970 accounts, & $600 million assets under management. Dan Goldie Financial Services is led by its CEO Dan Goldie. Dan Goldie Financial Services' comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, assets under management, revenues, & net profits. Its profile also includes detailed outlines of its core services and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV Keynote Presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) kicked off Tiburon CEO Summit XXV with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.

 

 

 

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Tiburon Managing Partner Chip Roame has won numerous awards throughout the consulting and financial services industries, including being named one of the power 25 elite by Investment News, one of the 25 most influential individuals in the advisor business by Investment Advisor magazine, & one of the five experts with the answers by Boomer Market Advisor. Tiburon has also been named one of the fastest growing companies by the San Francisco Business Times in multiple years. For more information on Tiburon, Tiburon's office administrator Sarah Sage can be reached at SSage@TiburonAdvisors.Com or 415-789-2540.


OCTOBER 4, 2013 - TIBURON RESEARCH RELEASE - THE FUTURE OF WEALTH MANAGEMENT, ENVESTNET, TIBURON CEO SUMMIT XXV MEETING AGENDA, & TIBURON MEDIA COVERAGE

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on The Future of Wealth Management. The purpose of this research is to provide readers with a comprehensive understanding of the future of the financial planning, brokerage, investment management, & private banking markets. In short, this research defines the future of wealth management, including the winning product, channel, & tactical strategies. A parallel Tiburon research topic, called The Future of Financial Services, addresses the broader financial services industry. This research is focused on the fast growing wealth management business. Two more tactically-oriented Tiburon research topics, called The Future of Advice & The Future of the Advisory Business, focus on the actions of individual financial advisors.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Envestnet. Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Chicago, IL. Envestnet has eight offices, 524 employees, 1,000 institutional clients, 25,415 financial advisor clients, 1.9 million accounts, $426.9 billion assets under administration & management, $123.0 million gross revenues, $80.3 million gross profits, $21.0 million earnings before taxes interest, taxes, depreciation, & amortization, $24.0 million adjusted EBITDA, $11.4 million operating income, $22.0 million adjusted operating income, $10.6 million pre-tax income, $7.6 million net profits, & $10.4 million adjusted 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.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV Meeting Agenda. Tiburon CEO Summit XXV will be held October 8-9, 2013, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXV will officially start at 7:45am on Tuesday, October 8, 2013, include a group dinner that night and finish at 1:00pm on Wednesday, October 9, 2013. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame & Tiburon Principal Matt Lynch, Tiburon CEO Summit XXV will include over 30 speakers & panelists. Tiburon CEO Summit XXV will also feature the firm's traditional client-centric panel discussions, five less formal break-out sessions, & two networking-based social events.

 

 

 

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Tiburon executives have been quoted quite extensively throughout the industry and general media. Click on the link below to find a list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating). The short summaries contained on the Tiburon media coverage web page are intended to help prospective Tiburon clients, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. The extensive list of Tiburon quotes has required the use of multiple web site pages. Please click on the links below the media web page summaries to view older article summaries. Prospective Tiburon clients, conference planners, and media representatives can contact Tiburon's office administrator Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

 



SEPTEMBER 27, 2013 - TIBURON RESEARCH RELEASE - THE FUTURE OF FINANCIAL SERVICES, LORING WARD GROUP, TIBURON CEO SUMMIT XXV SPEAKERS & PANELISTS HIGHLIGHTS, & NEW PARTNERS AND PRINCIPALS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on The Future of Financial Services. The purpose of this research is to provide readers with a comprehensive understanding of the future of the banking, insurance, brokerage, & asset management businesses. In short, this research defines the future of financial services. The research begins by addressing some broadly debated issues, including financial services firms role in the economy; government backstops; the oligopoly trend and the too-big-to-fail debate; governance issues including capital adequacy, built in conflicts, & compensation issues; and the emerging shadow banking system.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Loring Ward Group. Loring Ward Group was founded as RWB Advisory Services by Carl Reinhardt, Alan Werba, & John Bowen in 1990 and is based in San Jose, CA. Loring Ward Group has 95 employees, 100 institutional clients, 1,575 financial advisor clients, 18,000 end clients, 35,000 accounts, & $8.1 billion assets under management. Loring Ward Group is led by its CEO Alex Potts & Chief Operating Officer Mike Clinton. Loring Ward Group's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, institutional clients, financial advisor clients, end clients, accounts, assets under management, revenues, & net profits. Its profile includes detailed outlines of its core businesses. And its profile concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV speakers & panelists. Tiburon CEO Summit XXV will feature speakers & panelists, including Ryan Alfred (President, BrightScope), John Bunch (CEO, The Mutual Fund Store), Mitch Caplan (CEO, Jefferson National Financial), James Carney (CEO, By All Accounts), Ron Carson (CEO, Carson Wealth Management Group), Kent Christian (President, Wells Fargo Advisors Financial Network), Bill Crager (President, Envestnet), Ben Cukier (Partner, FTV Capital), Joe Duran (CEO, United Capital Financial Partners), Mike Durbin (President, Fidelity Institutional Wealth Services), Ric Edelman (CEO, The Edelman Financial Group), Ed Forst (CEO, Lincoln Investment Planning), Mark Goldberg (President, Carey Financial), Dan Goldie (CEO, Dan Goldie Financial Services), Mark Gormley (Partner, Lee Equity Partners), Bill Harris (CEO, Personal Capital Corporation), Pete Hess (CEO, Advent Software), Anton Honikman (CEO, MyVest Corporation), Mark Hurley (CEO, Fiduciary Network), Steve Janachowski (CEO, Brouwer & Janachowski), Geoff Kalish (Co-Founder, Aquiline Capital Partners), Rob Klapprodt (President, Vestmark), Paul Koontz (General Partner, Foundation Capital), Steve Lockshin (Chairman, Convergent Wealth Advisors), Jeff Maggioncalda (CEO, Financial Engines), Blake Mohr (CEO, Capitas Financial), Robert Moore (President, LPL Financial), John Rafal (CEO, Essex Financial Services), Simon Roy (President, Jemstep), Greg Tschider (CEO, Verisight), Hardeep Walia (CEO, Motif Investing), Michelle Watson (Chief Investment Officer, First Republic Investment Management), Elliot Weissbluth (CEO, HighTower), Chuck Widger (Chairman, Brinker Capital), Chris Wolfe (Chief Investment Officer, Private Banking & Investment Group, Merrill Lynch Wealth Management), & Mike Woods (CEO, DWS Investments Distributors).

 

 

 

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Matt Lynch is a Principal at Tiburon Strategic Advisors. With over 25 years of financial services experience, most recently as president & CEO of a leading independent broker/dealer & RIA, Mr. Lynch is viewed as a thought leader and change agent known for his innovative approach to the financial services business as a senior executive and as a consultant. Mr. Lynch is among an elite group of industry experts who can leverage experience as a successful executive with consulting expertise. At Tiburon, Mr. Lynch has led numerous corporate strategy engagements for leading banks, insurance companies, asset management firms, hedge funds, technology firms, broker/dealers, public accounting firms, investment companies, RIAs, and venture capital firms. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. Mr. Lynch accomplishes this through his extensive knowledge of financial advisors, product design & pricing, regulatory requirements & trends, and the benefit of a couple of decades in the trenches. Matt can be reached at MLynch@TiburonAdvisors.Com or 937-602-5386.


SEPTEMBER 20, 2013 - TIBURON RESEARCH RELEASE - FINANCIAL SERVICES INDUSTRY INVESTMENT OPPORTUNITIES, BY ALL ACCOUNTS, TIBURON CEO SUMMIT XXV KEYNOTE PRESENTATION HIGHLIGHTS, & TIBURON MARKET SEMINARS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Financial Services Industry Investment Opportunities. The purpose of this research is to provide readers with an initial understanding of financial services industry investment opportunities, starting with current valuations and including venture capital, private equity, & mergers & acquisitions trends. The research addresses these strategic opportunities in light of overall trends in the financial services market. This research addresses the three historical phases of financial services industry investment opportunities. This research outlines financial services industry investment opportunities and makes four predictions for financial services industry investment opportunities.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on By All Accounts. By All Accounts was founded in 1999 and is based in Woburn, MA. By All Accounts has 65 employees, 42 institutional partners, 1,100 financial advisor clients, $400 billion assets aggregated, and is led by its CEO James Carney. By All Accounts' comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, institutional partners, financial advisor clients, accounts aggregated, assets aggregated, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to provide a summary of the expected content of its Tiburon CEO Summit XXV keynote presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXV with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.

 

 

 

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Due to the depth of its existing written industry knowledge (over 200,000 Power Point charts and graphs), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. To schedule a market seminar, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.

 



SEPTEMBER 13, 2013 - TIBURON RESEARCH RELEASE - FINANCIAL SERVICES INDUSTRY WINNING TACTICS, LENOX WEALTH MANAGEMENT, TIBURON CEO SUMMIT XXV KEYNOTE PRESENTATION HIGHLIGHTS, & CONFERENCE SPEECHES

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Financial Services Industry Winning Tactics. The purpose of this research is to provide readers with an initial understanding of winning tactics in the financial services industry, including target markets, sales & marketing strategies, technology & outsourcing strategies, staffing & compensation strategies, & firm cultures. This research addresses the three historical phases of financial services industry winning tactics. This research includes details of five winning tactics, and makes five predictions about financial services industry winning tactics.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Lenox Wealth Management. Lenox Wealth Management was founded as Lenox Savings Bank by William Procter in 1887 and is based in Cincinnati, OH. Lenox Wealth Management has fourteen employees, 240 clients, $700 million assets under management and is led by its CEO John Lame & President Jay Hummel and is publicly owned. Lenox Wealth Management's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, assets under advisement, assets under management, revenues, & net profits. Its profile includes detailed outlines of its core services and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to provide a summary of the expected content of its Tiburon CEO Summit XXV keynote presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXV with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.

 

 

 

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Tiburon partners & principals have given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon partners & principals include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national & regional trade group meetings. Tiburon partners & principals have all been widely quoted & can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

 



SEPTEMBER 6, 2013 - TIBURON RESEARCH RELEASE - INVESTABLE ASSETS, BRIGHTSCOPE, PUBLIC ANNOUNCEMENT, & THE TIBURON RESEARCH ACCESS PROGRAM

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of itTiburon Strategic Advisors is pleased to announce the release of its research on Investable Assets. The purpose of this research is to provide readers with an initial understanding of the market for investable assets, including mutual funds, exchange traded funds, hedge funds, and a dozen other investable asset products. This research serves to summarize the underlying research pieces on each included topic. Other Tiburon research addresses cash investments, lending products, insurance products, & wealth management products. This research addresses the historical phases of the investable assets market, defines eleven distinct markets segments, and makes five predictions for the investable assets market.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on BrightScope. BrightScope was founded in 2008, has 60 employees, & is based in San Diego, CA. BrightScope is led by its CEO Mike Alfred, President Ryan Alfred, & Chief Operating Officer Dan Weeks. BrightScope's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, revenues, & net profits. Its profile also includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXV to be held October 8-9, 2013 at the Ritz Carlton Hotel in San Francisco, CA. If you have attended any of the past 24 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 CEO Summit XXV will officially start at 7:45am on Tuesday, October 8, 2013, include a group dinner that night and finish at 1:00pm on Wednesday, October 9, 2013. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame & Tiburon Principal Matt Lynch, Tiburon CEO Summit XXV will include the eighth annual Tiburon CEO Summit Award presentation and over thirty panelists. Attendance at each Tiburon CEO Summit is reserved for Tiburon's clients. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.

 

 

 

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At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets. The Tiburon Research Access Program allows Tiburon clients to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon's research currently includes almost 800 topics. Tiburon's research strategy is to ultimately write and continuously refine research offerings covering every substantial financial services industry market segment (and prominent firm) so that the research can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon clients. Tiburon attempts to publish research on at least ten additional topics each week. Many are simply updates but all lead the firm closer to its goal of comprehensive research. If you are interested in accessing any of Tiburon's research, please click here to Subscribe to Tiburon Research online. To receive notification of Tiburon's latest research, please Sign Up to Receive Tiburon Research Releases.

 



AUGUST 30, 2013 - TIBURON RESEARCH RELEASE - KEY DRIVING FACTORS, LPL INVESTMENT HOLDINGS, TIBURON CEO SUMMIT XXV CONFIRMED ATTENDEE LIST, & TIBURON CEO SUMMIT SPONSORS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Key Driving Factors. The purpose of this research is to provide readers with an initial understanding of the key driving factors of the financial services industry, including the economy & markets; natural disasters; world affairs; financial services industry stumbles; corporate scandals; consumer & institutional wealth; and the legislative & regulatory agenda. This research serves to consolidate the highlights of these underlying Tiburon research topics. This research outlines three historical phases, introduces two measurements, defines seven key driving factors, and makes five predictions for the key driving factors of financial services.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on LPL Investment Holdings. LPL Investment Holdings was founded as Life Insurance Securities Corporation (Linsco) in 1968 and is based in Boston, MA and San Diego, CA. The firm has three corporate offices, 2,700 employees, $3.5 billion revenues, $3.2 billion expenses, $283 million earnings before taxes, $112 million income taxes, & $170 million net profits. LPL Investment Holdings is a public company trading on the NASDAQ under LPLA and is led by its CEO Mark Casady & President Bob Moore. LPL Investment Holdings' comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of corporate offices, employees, revenues, expenses, earnings before taxes, income taxes, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon is pleased to announce that 204 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXV. Tiburon is also pleased to welcome two journalists who have registered to attend select Tiburon CEO Summit XXV sessions. Tiburon sends invitations to its semi-annual Tiburon CEO Summits exclusively to C level executives, executive vice presidents, partners, & other business heads at its 400+ 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. Attendance at each Tiburon CEO Summit is reserved for Tiburon's clients. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.

 

 

 

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Tiburon clients Advent Software, Advisor Software, Alston & Bird, BNY Mellon, BrightScope, Brinker Capital, By All Accounts, Charles Schwab, Citi, Discovery Data, Docupace Technologies, eMoney Advisor, Envestnet, EverBank Financial, Fidelity Investments, First Allied Holdings, FolioDynamix, Folio Institutional, Genworth Wealth Management, Jefferson National Financial, Larkin Point Investment Advisors, LPL Financial, McGladrey, My Vest, Orion Advisor Services, RBC Correspondent Services, Scottrade, SEI Investments, SIM Partners, State Street Global Advisors, TD Ameritrade Institutional, Trust Company of America, & Vestmark are offering financial support for Tiburon CEO Summit XXV. Tiburon seeks to build a group of sponsors who can envision participating for the long-term. The cost to become a sponsor is $30,000 a year. To become a Tiburon CEO Summit Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefits package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads).

 



AUGUST 23, 2013 - TIBURON RESEARCH RELEASE - FINANCIAL SERVICES INDUSTRY STUMBLES, HIGHTOWER HOLDING, TIBURON CEO SUMMIT XXV MEETING AGENDA, & TIBURON CEO SUMMIT XXV MEDIA SPONSORS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Financial Services Industry Stumbles. The purpose of this research is to provide readers with an initial understanding of financial services industry stumbles and their impact on the financial services industry, various products & services, various markets & distribution channels, and specific financial services firms. This research addresses prominent financial services industry stumbles such as the mutual funds late trading scandal, the stock analyst scandal, the Bernie Madoff scandal, the LIBOR manipulation scandal, the Stanford Financial scandal, the Galleon Group scandal, the MF Global scandal, & the Peregrine Financial Group scandal. Financial services industry stumbles can be grouped into four phases and can also be grouped by perceived offender categories. This research supports three conclusions for financial services industry stumbles.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on HighTower Holding. HighTower Holding was founded as United Fiduciary by Elliot Weissbluth & Drew Kornreich in 2008. The firm is based in Chicago, IL. HighTower Holding has 210 employees and is led by its CEO Elliot Weissbluth & President Drew Kornreich. HighTower Holding's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, states, offices, financial advisor teams, financial advisors, assets under management, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV meeting agenda. Tiburon CEO Summit XXV will be held October 8-9, 2013, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXV will officially start at 7:45am on Tuesday, October 8, 2013, include a group dinner that night and finish at 1:00pm on Wednesday, October 9, 2013. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame & Tiburon Principal Matt Lynch, Tiburon CEO Summit XXV will include the eighth annual Tiburon CEO Summit Award presentation. Tiburon CEO Summit XXV will also include an economy & markets presentation, and nineteen speakers & panelists. Tiburon CEO Summit XXV will also feature the firm's traditional client-centric panel discussions, five less formal break-out sessions, & two networking-based social events.

 

 

 

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Leading publications including Advisor Perspectives, American Banker, Bank Investment Consultant, Financial Advisor, Financial Planning, Insurance Newscast, Money Management Executive, On Wall Street, Pensions & Investments, Private Wealth, Rep, and Trusts & Estates are assisting in promoting Tiburon CEO Summit XXV. Tiburon seeks to build a media sponsor group of publications that serve the financial services industry which can envision participating for the long-term. Tiburon seeks no funding from media sponsors but rather a simple swap of some advertising space for the same rights as a traditional sponsor. All print publication media sponsors run two full page advertisements for each Tiburon CEO Summit that they sponsor (one promoting the event and one thanking the speakers and sponsors) and send one email blast to a segment of their subscriber list as is appropriate. All online and/or email publication media sponsors send two email blasts to their entire subscriber list and run banner advertisements on an as available basis (with all running similar numbers). To become a Tiburon CEO Summit Media Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefit package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads).

 



AUGUST 16, 2013 – TIBURON RESEARCH RELEASE – LEGISLATIVE & REGULATORY AGENDA, FIDUCIARY NETWORK, SPEAKERS & PANELISTS HIGHLIGHTS, & TIBURON AWARDS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Legislative & Regulatory Agenda. The purpose of this research is to provide readers with an initial understanding of the current legislative & regulatory agenda that will affect the financial services industry, including various products & services, various markets & distribution channels, and specific financial services firms. This research includes a history of past legislative & regulatory actions, including four phases. This research highlights the key regulatory bodies (Federal Reserve; Federal Deposit Insurance Corporation; Securities & Exchange Commission; FINRA; states); addresses the federal budget, and then outlines the key financial services laws. And the research concludes on nine predictions regarding the legislative & regulatory agenda.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Fiduciary Network. Fiduciary Network was founded by Mark Hurley in 2007. It is based in Dallas, TX, has $7.0 billion assets under management, and is led by its CEO Mark Hurley. Fiduciary Network's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, assets under management, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to highlight the Tiburon CEO Summit XXV speakers & panelists. Along with Tiburon's Managing Partner Chip Roame & Tiburon Principal Matt Lynch, Tiburon CEO Summit XXV will also include an economy & markets presentation, and speakers & panelists, including Mike Alfred (CEO, BrightScope), John Bunch (CEO, The Mutual Fund Store), James Carney (CEO, By All Accounts), Ron Carson (CEO, Carson Wealth Management Group), Joe Duran (CEO, United Capital Financial Partners), Mike Durbin (President, Fidelity Institutional Wealth Services), Dan Goldie (CEO, Dan Goldie Financial Services), Pete Hess (CEO, Advent Software), Anton Honikman (CEO, My Vest Corporation), Mark Hurley (CEO, Fiduciary Network), Steve Janachowski (CEO, Brouwer & Janachowski), Rob Klapprodt (President, Vestmark), Jeff Maggioncalda (CEO, Financial Engines), Robert Moore (President, LPL Financial), John Rafal (CEO, Essex Financial Services), Simon Roy (President, Jemstep), Hardeep Walia (CEO, Motif Investing), Elliot Weissbluth (CEO, HighTower), & Chuck Widger (Chairman, Brinker Capital).

 

 

 

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Tiburon Managing Partner Chip Roame has won numerous awards throughout the consulting and financial services industries, including being named one of the power 25 elite by Investment News, one of the 25 most influential individuals in the advisor business by Investment Advisor magazine, & one of the five experts with the answers by Boomer Market Advisor. Tiburon has also been named one of the fastest growing companies by the San Francisco Business Times in multiple years. For more information on Tiburon, Tiburon's office administrator Sarah Sage can be reached at SSage@TiburonAdvisors.Com or 415-789-2540.

 



AUGUST 9, 2013 – TIBURON RESEARCH RELEASE – ECONOMY & MARKETS, FIDELITY INVESTMENTS, TIBURON CEO SUMMIT XXV KEYNOTE PRESENTATION HIGHLIGHTS, & TIBURON MEDIA COVERAGE

 

 

 

 

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Tiburon Strategic Advisors 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 outlines four historical phases and addresses key economic measures, including the gross national product, corporate profits, the unemployment rate, interest rates, the inflation rate, & the value of the dollar. This research also addresses the returns and volatility of various markets, including the stock, bond, housing, & small business markets, and leads to two primary conclusions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on FMR (Fidelity Investments). FMR (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 clients, $3.9 trillion assets under management & administration, $2.2 trillion assets under administration, $1.7 trillion assets under management, 454,000 daily average revenue trades, $11.5 billion revenues, & $2.5 billion operating income. Fidelity Investments is led by its CEO Ned Johnson. FMR's (Fidelity Investments) reference Power Point deck below includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, clients, assets under administration, assets under management, net flows, revenues, operating income, & net profits. Its profile also includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to provide a summary of the expected content of its Tiburon CEO Summit XXV keynote presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXV with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.

 

 

 

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Tiburon executives have been quoted quite extensively throughout the industry and general media. Click on the "Read More" link to find a list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating). The short summaries contained on the Tiburon media coverage web page are intended to help prospective Tiburon clients, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. The extensive list of Tiburon quotes has required the use of multiple web site pages. Please click on the links below the media web page summaries to view older article summaries. Prospective Tiburon clients, conference planners, and media representatives can contact Tiburon's office administrator Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

 



AUGUST 2, 2013 – TIBURON RESEARCH RELEASE – FINANCIAL ADVISOR CHANNELS, ADVENT SOFTWARE, TIBURON CEO SUMMIT XXV KEYNOTE PRESENTATION HIGHLIGHTS, & TIBURON PARTNERS & PRINCIPALS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Financial Advisor Channels. The purpose of this research is to provide readers with an understanding of the financial advisor channels, including full-service brokerage firms, independent advisors, insurance agents, retail banks, real estate professionals, and the various upscale channels. This research addresses the four historical phases of the financial advisor channels, six financial advisor channels, and makes four predictions.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Advent Software. Advent Software was founded by Stephanie DiMarco in 1983 and is based in San Francisco, CA. Advent Software has sixteen offices, 1,201 employees, 60 client countries, 4,600 institutional clients, 60,000 users, $14.0 trillion institutional clients' assets under management, $326 million revenues, $291 million recurring revenues, $35 million non-recurring revenues, $34 million annual bookings, $215 million gross margin, $57.6 million product development expenses, $43 million operating income, $28 million net profits from continuing operations, $2.0 million net profits from discontinued operations, $30 million net profits, & $83 million operating cash flows. Advent Software is led by its Chairman John Scully & CEO Pete Hess and is a public company trading on the NASDAQ as ADVS. Advent Software's reference Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients' countries, institutional clients, users, institutional clients' assets under management, revenues, annual bookings, operating income, & net profits. Its profile also includes detailed outlines of its core products and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors is pleased to provide a summary of the expected content of its Tiburon CEO Summit XXV keynote presentation. Chip Roame (Managing Partner, Tiburon Strategic Advisors) will kick off Tiburon CEO Summit XXV with a presentation broadly addressing the state of the financial services industry, with a specific focus on the growing wealth management market. Charles ("Chip") Roame is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance, brokerage, & investments 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. 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.

 

 

 

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Matt Lynch is a Principal at Tiburon Strategic Advisors. With over 25 years of financial services experience, most recently as president & CEO of a leading independent broker/dealer & RIA, Mr. Lynch is viewed as a thought leader and change agent known for his innovative approach to the financial services business as a senior executive and as a consultant. Mr. Lynch is among an elite group of industry experts who can leverage experience as a successful executive with consulting expertise. At Tiburon, Mr. Lynch has led numerous corporate strategy engagements for leading banks, insurance companies, asset management firms, hedge funds, technology firms, broker/dealers, public accounting firms, investment companies, RIAs, and venture capital firms. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. Mr. Lynch accomplishes this through his extensive knowledge of financial advisors, product design & pricing, regulatory requirements & trends, and the benefit of a couple of decades in the trenches. Matt can be reached at MLynch@TiburonAdvisors.Com or 937-602-5386.

 



JULY 26, 2013 – TIBURON RESEARCH RELEASE – ONLINE BROKERAGE, MORGAN CREEK CAPITAL MANAGEMENT, TIBURON CEO SUMMIT XXV PUBLIC ANNOUNCEMENT, & MARKET SEMINARS

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Online Brokerage. The purpose of this research is to provide readers with an initial understanding of the discount & online brokerage industry and these firms' latest move to deliver financial advice. This research addresses the branch-based, telephone-based, & online offerings from discount brokerage firms, online-only firms, & direct access brokers (as well as the consumer direct offerings of some no-load mutual fund companies), with specific attention being paid to the big five firms (The Charles Schwab Corporation, Fidelity Investments, TD Ameritrade, E*Trade Financial, & Scottrade). This research addresses the three historical phases of the online brokerage industry, defines three distinct market segments, outlines four key service providers to the online brokerage industry, and makes seven predictions for the online brokerage industry.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Morgan Creek Capital Management. Morgan Creek Capital Management was founded by Mark Yusko in 2004 and is based in Chapel Hill, NC. The firm has six offices, 65 employees, 54 institutional clients, & $7.4 billion assets under management. Morgan Creek Capital Management is led by its CEO Mark Yusko. Morgan Creek Capital Management's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, assets under management, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXV to be held October 8-9, 2013 at the Ritz Carlton Hotel in San Francisco, CA. If you have attended any of the past 24 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 CEO Summit XXV will officially start at 7:45am on Tuesday, October 8, 2013, include a group dinner that night and finish at 12:30pm on Wednesday, October 9, 2013. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame & Tiburon Principal Matt Lynch, Tiburon CEO Summit XXV will include the eighth annual Tiburon CEO Summit Award presentation. Tiburon CEO Summit XXV will also include an economy & markets presentation, and speakers & panelists. Attendance at each Tiburon CEO Summit is reserved for Tiburon's clients. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.

 

 

 

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Due to the depth of its existing written industry knowledge (over 200,000 Power Point charts and graphs), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. To schedule a market seminar, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.

 

 



JULY 19, 2013 – TIBURON RESEARCH RELEASE – MUTUAL FUNDS, MITSUBISHI UFJ FINANCIAL GROUP, TIBURON CEO SUMMIT XXIV SPEAKERS & PANELISTS HIGHLIGHTS, & TIBURON CONFERENCE SPEECHES

 

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Mutual Funds. The purpose of this research is to provide readers with an initial understanding of the $13.0 trillion mutual funds industry, a market which continues to dominate US financial assets. The research addresses the market’s history and growth, as well as trends in product development (e.g., target date funds, socially responsible funds, '40 act hedge funds), pricing parameters (e.g., share classes, mutual fund wrap programs, performance fees), and distribution channels (e.g., wirehouses, mutual fund supermarkets, independent reps, fee-based financial advisors, 401K plans, international markets). This research explains the history of mutual funds in five phases, addresses four market segments, and concludes with eight predictions for the mutual funds industry.

 

 

 

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Tiburon Strategic Advisors is pleased to announce the release of its research on Mitsubishi UFJ Financial Group. Mitsubishi UFJ Financial Group is based in Tokyo, Japan. Mitsubishi UFJ Financial Group is led by its Chairman Takamune Okihara. Mitsubishi UFJ Financial Group's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

 

 

 

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Tiburon is pleased to provide Tiburon CEO Summit XXIV speakers & panelists highlights. Tiburon CEO Summit XXIV featured speakers & panelists, including Jud Bergman (CEO, Envestnet), Tom Bradley (President, Retail Distribution, TD Ameritrade), Dale Brown (CEO, Financial Services Institute), Valerie Brown (CEO, Cetera Financial Group), David Bugen (Founding Principal, Regent Atlantic Capital), Ric Edelman (CEO, The Edelman Financial Group), Harold Evensky (President, Evensky & Katz), George Gatch (CEO, JP Morgan Funds Management), Bill Harris (CEO, Personal Capital Corporation), Paul Hatch (Vice Chairman, Morgan Stanley Wealth Management), Chet Helck (CEO, Global Private Client Group, Raymond James Financial), Jim Jessee (President, MFS Fund Distributors), Jonathan Korngold (Managing Director, General Atlantic Partners), Sallie Krawcheck (Former President, Global Wealth & Investment Management, Bank of America Corporation), Steve Lockshin (Chairman, Convergent Wealth Advisors), Don Phillips (President, Research, Morningstar), Scott Powers (CEO, State Street Global Advisors), Larry Roth (CEO, Advisor Group, American International Group (AIG)), Esther Stearns (CEO, NestWise), Mark Tibergien (CEO, Pershing Advisor Solutions), David Tittsworth (Executive Director, Investment Adviser Association), & Fred Tomczyk (CEO, TD Ameritrade).

 

 

 

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Tiburon partners & principals have given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon partners & principals include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national & regional trade group meetings. Tiburon partners & principals have all been widely quoted & can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

 



JULY 12, 2013 – TIBURON RESEARCH RELEASE – CPA MARKET OVERVIEW, M FINANCIAL GROUP, TIBURON CEO SUMMIT XXIV KEYNOTE PRESENTATION HIGHLIGHTS, & TIBURON RESEARCH ACCESS PROGRAM