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Tiburon Research
Tiburon created a series of traditional written research reports in the early 2000s to help educate its clients in a low-cost way on a wide variety of topics in the banking, brokerage, investments, insurance, & wealth management markets. Tiburon ceased delivering these stagnant written research reports in the traditional sense in 2011 and instead opened up its underlying Power Point slides to its clients. Tiburon now provides access to a useful set of key findings (think factoids), a summary podcast describing research findings, live access to both summary and comprehensive versions of Tiburon's underlying Power Point slides (useful for internal presentations), & access to Tiburon's underlying excel data sheets (useful for data analysis). Tiburon Power Point slides all follow an easy-to-digest format while providing detailed facts and analysis that aid in the development of an understanding of leading product areas, market segments, financial institutions, & tactical issues, including market histories, recent developments, useful segments, & future predictions. Tiburon attempts to position its research as reference documents, and not as short-term newsworthy editorials. Tiburon aims (over time) to make all of its research comprehensive. The majority of Tiburon's research is designed for executives at financial institutions; some research is more narrowly developed specifically for financial advisors. Tiburon's financial institutions series contains macro-industry topics such as the mutual funds industry, the hedge funds industry, the full-service brokerage firms industry, and the fee-based financial advisors industry. Tiburon's financial institutions profiles series includes relatively thorough profiles of leading-edge financial services firms such as Bank of America Corporation, Fidelity Investments, & The Charles Schwab Corporation. And Tiburon's financial advisors series includes more tactical topics such as Fee-Based Financial Advisor (RIA) Benchmarking and Trends in Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors. The executive summaries and tables of contents for all Tiburon research topics are available for free on subsequent pages at the links below. While Tiburon has been repeatedly told that its research is worth much more, access to Tiburon research on individual topics is priced at just $5,000 because Tiburon believes that sharing the research will lead to strategy consulting projects over time. 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. 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. And for those clients needing more customization and two-way discussions, please see Tiburon's Market Seminars service and feel free to design a custom market seminar to suit your needs. Tiburon CEO Summit Invitations All C level executives, executive vice presidents, & other business heads from firms that purchase at least a single day of consulting and/or subscribe to the Tiburon Research Access Program are sent complimentary invitations to Tiburon's CEO Summits. Other managing directors and senior vice presidents (and all others) are not invited in order to keep the discussion focused on CEO-level issues and to try to manage the size of each CEO Summit to 200 client attendees. Tiburon Research Topics Tiburon's research currently includes over 400 topics (with the potential of another 300 coming soon as the firm aims to develop a family of 700+ identified coverage areas). In other words, 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. Tiburon intends to soon provide the ability to search through Tiburon research looking for topics of interest such as mutual fund use, break-away brokers, TAMPs, mergers & acquisitions trends, or nearly any other industry phrase. This is intended to make the growing library more useful to all. Tiburon also intends to soon provide a draw down menu and a graphical representation of the interrelatedness of its research. In the interim, a comprehensive list of available topics is included below. Financial Institutions Series Tiburon's first research series is its original financial institutions series. Over 125 topics are offered in this series. Tiburon's financial institutions series' signature summary research is The Future of Financial Services: Defining the Winning Product, Channel, & Tactical Strategies. The content of this series is intended to broadly address industry developments. Tiburon financial institutions series research topics may typically have these sections:
Tiburon can present and discuss any of these topics through its market seminars program by engaging a Tiburon partner or principal for a day. Future of Financial Services Tiburon's The Future of Financial Services research was developed by rolling up the summary Power Point decks of the underlying research, analyzing cross-industry data, and developing broad industry predictions. An executive summary of this research, along with its table of contents, is provided at the below link... As a result of its writing process, this research will be comprehensive, as it gives equal weight to all topics across products, channels, & tactical strategies. It will focus on the industry broadly, giving all 125+ industry topics relatively equal weighting. Future of Wealth Management Tiburon's The Future of Wealth Management research was developed by selecting slides only from recent Tiburon research work. An executive summary of this research, along with its table of contents, is provided at the link below... The Future of Wealth Management: Defining the Winning Product, Channel, & Tactical Strategies As a result of its writing process, this research may be less comprehensive because it only includes slides from recent Tiburon research work, but as a result it will better emphasize leading recent trends, especially in the rapidly growing wealth management business. It will also slightly lean more towards specific company analyses versus broader industry data, again reflecting recent Tiburon research work. Tiburon's remaining financial institutions series research is grouped into six broad categories in an effort to help Tiburon clients navigate the choices:
Financial Institutions Profiles Series Tiburon's second research series is its popular financial institutions profiles series. Over 275 profiles are offered in this series. Tiburon's financial institutions profiles series does not have a signature summary research but rather each financial institution profile stands alone. The content of this research is moderately similar to that of stock analysts reports but more focused on the firms' histories, organizational structures, & strategies rather than their financial results and stock prices. Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon clients will necessarily have more in-depth profiles than non-clients. Many Tiburon clients periodically order their own firm profile (and they often find time to send in suggested revisions) and other Tiburon clients order profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon client. Tiburon can present and discuss any of these profiles through its market seminars program by engaging a Tiburon partner or principal for a day. Financial Advisors Series Tiburon's third research series is targeted at financial advisors. Over 25 topics are offered in this series. Tiburon's signature research in its financial advisor series is its The Future of Advice: Financial Advisor Tactics, Benchmarking, & Profiles report. An executive summary of this research, along with its table of contents, is provided at the below link... The content of this series is intended to broadly address industry developments. Tiburon financial advisor series research topics may typically have these sections:
Tiburon can present and discuss any of these topics through its market seminars program by engaging a Tiburon partner or principal for a day. Tiburon's remaining financial advisors series research is grouped into three broad categories in an effort to help Tiburon clients navigate the choices:
Tiburon Research Process Readers should find Tiburon research to be both comprehensive and unbiased in opinions. Tiburon conducts extremely detailed research to support subsequent strategic consulting assignments for its financial services industry clients. As part of Tiburon's traditional research efforts, before focusing on customized client analyses and to get thoroughly immersed in a business segment, Tiburon typically conducts a half-dozen research steps:
In accordance with Tiburon's traditional research process, future versions of Tiburon research will attempt to take research further, including incorporating more opinions from other industry observers that can help further explain the conclusions. Tiburon 2012 Planned Research Efforts Tiburon's 2012 planned research efforts are as follows:
Tiburon Personal Consultations Policy Tiburon is unable to address follow-up questions as part of the price of purchasing Tiburon research. Tiburon necessarily had to create this policy to maintain fairness to its core clients as well as the purchasers of incremental research under development. Simply said, because Tiburon offers access to its research at just $5,000, the firm is unable to keep its staff dedicated to individual topics. Hence, at the point in which research purchasers may have questions, the Tiburon team member is likely conducting research on a far different topic. Repeatedly pulling Tiburon team members off client assignments and/or current research under development to look back at other research would be both cumbersome and unfair to the clients and/or purchasers of the new research, and Tiburon would necessarily need to increase the cost of its research. That said, in response to numerous requests to engage in discussion & debate regarding various topics, Tiburon has developed a market seminar service whereby a Tiburon partner or principal knowledgable about any Tiburon research will present such research, answer questions, and brainstorm the implications of such in a half day visit with a client's executives. The price of a market seminar is $20,000 - $25,000 plus travel expenses. Tiburon will happily net the cost of the underlying research if such is purchased before a market seminar. Hence a market seminar is intended to be the best Tiburon service for clients seeking both written research and the opportunity to address questions to Tiburon executives. Please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540 to schedule a market seminar. Tiburon Research Refund Policy Periodically (far less than 1% of the time after thousands of purchases), Tiburon research purchasers have sought refunds, which has caused hardship and wasted time for Tiburon, hence the following policy now exists for all Tiburon research purchases. Tiburon is unable to make any financial refunds for research. Both fulfilling orders and processing refunds take up Tiburon time, and given that the research is written as a low cost accommodation service, Tiburon needs to manage its time well, prioritizing market research & strategy consulting clients. Furthermore, given that research is delivered via the web, returns are impractical. If it helps, Tiburon will attempt to send replacement research (either the next version of the same research or other research all together) as long as invoices are paid promptly under the terms of the original order (net 30 days). That said, please observe three suggestions before subscribing to any Tiburon research:
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