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September 7, 2018

  

Next Tiburon Research Call: The Future of Advisory Business: September 13, 2018 10:00am PT / 1:00pm ET

Tiburon is pleased to announce that the next Tiburon Research Call will be on The Future of the Advisory Business. It will be held September 13, 2018 at 10:00am PT/1:00pm ET. If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and would like to listen to this call, please email Sarah Sage to RSVP.

All employees from Tiburon CEO Summit sponsors and Tiburon members, as well as media representatives who cover Tiburon Research, are invited to join this call with Tiburon Managing Partner Chip Roame. This is one of 42 Tiburon Research Calls set for this year. To see the full Tiburon Research Calls calendar, please click here.

If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.

The Future of the Advisory Business


Prior Tiburon Research CallConsumer Wealth and Baby Boomers: August 30, 2018

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call on Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis with access to the recording on the Tiburon web site by clicking the link below and logging in with one's username and password.

Consumer Wealth GraphicConsumer Wealth Graphic.If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access this Tiburon Research Call, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.

Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis


Tiburon CEO Summit XXXV: Keynote Speaker Chip Roame

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to publicly announce Tiburon CEO Summit XXXV, which will be held on October 8-10, 2018 at the Ritz Carlton Hotel in San Francisco, CA.

Keynote Speaker Chip RoameSee more photosChip Roame’s Keynote Presentation

Tiburon CEO Summit XXXV will feature the highly anticipated keynote presentation by Tiburon Managing Partner Chip Roame regarding the state of the financial services industry and strategic activity within. Mr. Roame has responsibility at Tiburon for all of the firm's research and consulting activities which keeps him on the leading-edge of strategic initiatives in the industry's fastest growing businesses - exchange traded funds (ETFs), hedge funds & other alternative investments, financial planning, socially responsible investing, robo advisors, break-away brokers, and the growing fee-based financial advisor (RIA) market. He has also taken a substantial interest in financial services industry venture capital & private equity opportunities and mergers & acquisitions transactions. At Tiburon, Mr. Roame has led over 2,000 client engagements for over 450 corporate clients since 1998.

If you are a CEO, other C-level executive, executive vice president, or partner at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and interested in becoming a Tiburon client to attend Tiburon CEO Summit XXXV, please email Sarah Sage.

Chip Roame


Tiburon Impact Adventure 3.0: Mexico, January 15-16, 2019

Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & Craig Wietz (President, First Rate) will co-lead Tiburon Impact Adventure 3.0 to build a home for a family in need in San Antonio Del Mar, Mexico on January 15-16, 2019. For more information, please email Craig Wietz (President, First Rate).  

Tiburon Impact PhotoMore Tiburon Impact photosTiburon Impact Adventure 3.0 will be the third in a series Tiburon Impact Adventures which are intended to connect first world finance with developing world needs. Tiburon Impact Adventure 2.0 was co-led by Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & Craig Wietz (President, First Rate). Twenty or so group members built and fully furnished a home for a family in need in San Antonio Del Mar, Mexico on January 27-28, 2018. Tiburon Impact Adventure 1.0 had been led by Tiburon Managing Partner Chip Roame and Tiburon clients Ben Cukier (Managing Partner, Centana Growth Partners), Scott Hanson (Co-CEO, Hanson McClain), & Aaron Klein (CEO, Riskalyze) in Ethiopia on January 15-18, 2017. That group raised over $100,000 for the construction of a fifth through eighth grade classroom building in the village of Adami Tulu.

Tiburon Impact Adventures are intended to connect first world finance with developing world needs. If you are interested in the Tiburon Impact Adventures generally, would like to propose a future Tiburon Impact Adventure, and/or wish to inquire about taking part in future Tiburon Impact Adventures, please email Scott Hanson (Co-CEO, Hanson McClain).

Tiburon Impact Adventure 3.0


Skip & Chip's Excellent Adventure 8.0: New Hampshire's Presidential Range July 13-15, 2019

Skip & Chip's Excellent Adventure 8.0 will take place July 13-15, 2019 in New Hampshire’s Presidential Range and be co-led by Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company). For more information, please email Skip Schweiss (President, TD Ameritrade Trust Company).

Alaska trip photoMore Adventure photosSkip & Chip's Excellent Adventure 7.0 took place recently on August 5-9, 2018 in South Central Alaska. The group, co-led by Skip & Chip, hiked the Crow Pass Trail, mountain biked in Alyeska, and kayaked in Seward, Alaska. More pictures coming soon!

Skip & Chip's Excellent Adventure 8.0 will be the eighth in the series of adventures, in which participants have reached the tops of Mount Whitney & Mount Shasta, traversed the Grand Canyon, summited Half Dome in Yosemite, and completed the Kalalau Trail in Kauai, the Crow Pass Trail in Alaska, and the Four Pass Loop outside of Aspen, CO. The annual outing combines a challenging outdoor adventure with a fun weekend together. If you are interested in the Skip & Chip's Excellent Adventures generally, would like to propose a future Excellent Adventure, and/or would like to inquire about taking part in a future Excellent Adventure, please email Skip Schweiss (President, TD Ameritrade Trust Company).

Skip & Chip's Excellent Adventure 8.0 (New Hampshire)


Tiburon Written Research: Consumer Wealth and Baby Boomers

Tiburon is pleased to highlight its research on Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis. The purpose of this research is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, consumers' financial concerns & savings goals, the perceived baby boomer retirement crisis, the impacts of the 2008-2011 declines in both the stock markets and home equity, and the current status of the unequal 2011-2017 recovery. This research is part of Tiburon's coverage of key driving factors.

This research starts with the historical account of the evolution of consumer wealth, including these phases:

  • Emergence Phase
  • Rapid Growth Phase
  • Re-Set Phase

This research outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers' continuing retirement crisis, including:

  • Concentration of Consumer Wealth
  • Decline in Pension Plans & Retiree Benefits
  • Social Security & Medicare Challenges
  • Depressed Savings Rate
  • Lack of Significant World War II Generation Wealth Transfer
  • Longer Life Expectancies
  • Increased Health Care Costs

This research highlights consumer wealth facts and figures based on the key data from the Federal Reserve's flow-of-funds report, including:

  • Investable Assets
  • Financial Assets
  • Assets
  • Liabilities
  • Net Worth

The research concludes with several future predictions for consumer wealth, including:

  • Growth in the Number of Consumers & Consumer Households
  • Consistent Financial Concerns & Savings Goals
  • Increased Consumer Savings Rate
  • Growth in Consumer Wealth
  • Delayed Retirements
  • Focus on Retirement Income & Retirement Paychecks
  • Focus on Longevity Planning
  • Baby Boomers Liquidations

Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis


Tiburon Written Research: Morningstar: A Leading Independent Investment Research and Financial Advisor Workstation Provider

Morningstar was founded by Joe Mansueto in 1984 and is based in Chicago, IL. Morningstar has operations in 26 countries, 26 offices, 3,495 employees, generates $698 million revenues, earns $123.5 million, and is led by its Executive Chairman Joe Mansueto & CEO Kunal Kapoor. Morningstar is a public company trading on the NASDAQ as MORN. Its web sites can be found at www.morningstar.com, www.morningstaradvisor.com, www.byallaccounts.com, and ibbotson.com.

Morningstar Research graphicFull Morningstar ResearchMorningstar's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Print Phase
  • Internet Phase
  • Business Diversification Phase

Its profile includes the key statistics of the firm, including its number of countries, offices, employees, revenues, operating income, net profits from continuing operations, net profits, cash provided by operating activities, capital expenditures, and free cash flow.

Its profile includes detailed outlines of its core business including:

  • Individual Investors
  • Financial Advisors
  • Institutional Investors

And its profile concludes with the highlights of its organizational structure and ownership.

Morningstar


Recent Tiburon Research Calls:

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors & Tiburon members with access to Tiburon Research Calls led weekly by Tiburon Managing Partner Chip Roame. To listen to recent Tiburon Research Calls, click the link below for your topic of interest, and enter your Tiburon username and password:

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to listen to recent Tiburon Research Calls, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.

Recent Tiburon Research Calls


Recently Posted Tiburon Written Research:

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors & Tiburon members with access to Tiburon's Written Research library of 1,900+ topics and profiles. To access Tiburon Written Research, click the link below for your topic of interest, and enter your Tiburon username & password:

Topics

Profiles

 

 

 

 

 

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access Tiburon Written Research, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Written Research, please email Sarah Sage.

Recently Posted Tiburon Written Research


Tiburon Conference Sponsorship

Tiburon holds the Tiburon CEO Summits at the Ritz Carlton Hotels in New York, NY and San Francisco, CA due to the incredible demand from a large number of its executive-level clients to attend the Tiburon CEO Summits. Dozens of Tiburon clients, including AdvisorEngine, Advisor Software, Allianz, Apex Clearing Corporation, Aquiline Holdings, AssetMark, Brinker Capital, Centana Growth Partners, CFRA Research, Charles Schwab, Discovery Data, Docupace Technologies, Envestnet, Fidelity Investments, Financeware, First Rate, Fi360, Fiserv, FTV Capital, Genstar Capital, InvestCloud, Lovell Minnick Partners, MyVest Corporation, Orion Advisor Services, RBC Correspondent Services, Riskalyze, TA Associates, TD Ameritrade, Trust Company of America, Valmark Financial Group and Vestmark are providing support for Tiburon CEO Summit XXXV. Tiburon is grateful for this assistance. If you are interested in becoming a Tiburon CEO Summit sponsor, please email Sarah Sage

Tiburon CEO Summit Sponsorship


Tiburon Job Opportunities:

Production & Administration Assistants:

Tiburon is currently looking for three production and administration assistants. Core responsibilities are to deliver three PowerPoint assignments per day. PowerPoint completion includes making noted additions & enhancements, completing research & printing assignments, publishing all document parts to the Tiburon web site, confirming that all parts’ links work, delivering a complete printed package to the managing partner, and sending the executive summary to the managing partner. More experienced members of the team should be able to complete three or more PowerPoint assignments per day and also add more value in research.

Responsibilities:

  • Create, edit and format PowerPoint presentations daily
  • Support with scanning, managing partner assistance, and other general administration tasks

Requirements

  • Two or more years of administrative or relevant work experience with market research firms
  • Intermediate skills and experience with MS Office applications required
  • Ability to learn quickly and using systems and tools/technology
  • Organized and able to multi-task while juggling deadlines in a fast-paced working environment
  • An excellent writer / speller / proofreader with exceptional attention to detail
  • Very good communication abilities
  • Exceptional organizing and time-management skills
  • Must be able to work in our Tiburon office

Compensation

  • Salary commensurate with qualifications and experience ($25-$40 per hour)
  • Please email resume to Sarah Sage.

Contacting Tiburon

Interested parties should send a resume with a short cover letter addressing position of interest as well as how their skills would meet Tiburon’s needs to Careers@TiburonAdvisors.Com.

Tiburon Job Opportunities


Tiburon Media Coverage:

Tiburon was featured recently in a Financial Planning article titled The After-Hours Admission that Sparked an Industry JuggernautSometime this fall, one of the most memorable chief executive tenures in the history of the independent advisor business will come to an end. This article quotes Tiburon saying that Elliot Weissbluth was the first to really gain traction with break-away brokers.

Tiburon executives have been quoted quite extensively throughout the industry and general media. 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) can be found at the link below. These short summaries 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. If you are a media representative interested in covering Tiburon, please email Sarah Sage.

Tiburon Media Coverage