Recent Media Coverage

Tiburon executives have been quoted quite extensively throughout the industry and general media. Below is 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). 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. The extensive list of Tiburon quotes has required the use of multiple web site pages. Please click on the links below to view older article summaries.

(Most Recent), 2018-2019, 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, 2002-2003, 2000-2001, & 1998-1999

Date Publication Article Title & Description
February 14, 2020 InsuranceNewsNet.Com

Trump Is Going To Win, Analyst Tells Advisors
There is no reason to expect any change in the Beltway distribution of power. Article quotes Tiburon saying that President Donald Trump is on track for another four-year term.

February 10, 2020 Investment News

Five Trends that Could Continue in the New Decade
Many of last year's trends in the financial advice industry will be front and center again this year, including consolidation, fees, and fiduciary regulation. Article summarizes unacceptable behavior by fireside chat participant at Tiburon CEO Summit XXXVII.

January 31, 2020 Consulting

Financial Advisor Sandra Nesbit Launches Consultancy
Financial advisor Sandra Nesbit has officially launched Mainsail Capital Group, a consultancy that will assist with other financial advisors in making decisions for the future. Article refers to Ms. Nesbit having spoke at Tiburon CEO Summit XXXVI.

January 28, 2020 RIA Biz

The Odd Case of Envestnet Yodlee Getting Singled Out as Data Scofflaw, Just Four Days After Visa Deal to Buy Rival Plaid and Nine Months After Raj Udeshi's Theranos' Outcry
Three Capitol Hill Democrats urged the Federal Trade Commission to probe the small firm - and nobody else - with little explanation of where its practices allegedly diverge from the norm. Article refers back to comments made by HiddenLevers CEO Raj Udeshi at Tiburon CEO Summit XXXVI.

January 22, 2020 Financial Advisor Magazine

The Ins & Outs of Outsourcing Your Investment Management
As competition heats up, everyone is looking for an edge. Article summarizes recent Tiburon Written Research on financial advisor turnkey asset management programs (FA TAMPs).

January 9, 2020 Financial Planning

Why the Envestnet-Dynasty Deal Matters
Envestnet's minority stake in Dynasty Financial Partners marks a critical strategic juncture for the industry powerhouses. Article quotes Tiburon saying that this ties the leading technology platform to additional services many independent advisor seek.

January 9, 2020 Barron's

Measuring Vanguard Founder Jack Bogle's Legacy
It has been almost a year since Vanguard founder Jack Bogle passed away. Article quotes Tiburon saying that Jack Bogle has many positive legacies, including investors' greater appreciation for the importance of low costs.

January 8, 2020 Financial Advisor Magazine

Bogle's Legacy, One Year Later
A new national survey on Jack Bogle's legacy - designed to commemorate his passing on January 16, 2019 - reveals how much the trailblazing index fund entrepreneur and Vanguard founder truly influenced investors. Article quotes Tiburon saying that Jack Bogle has many positive legacies, including investors' greater appreciation for the importance of low costs.

January 2020 Financial Planning

Creating a Gold Standard on Harassment Policies
One advisor is using his new influence to help firms create policies to prevent inappropriate behaviors. Article summarizes unacceptable behavior by fireside chat participant at Tiburon CEO Summit XXXVII.

LINKS TO ARCHIVES FOR THE YEARS

(Most Recent), 2018-2019, 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, 2002-2003, 2000-2001, & 1998-1999

The extensive list of Tiburon quotes has required the use of multiple web site pages. Please click on the links above to view older article summaries.