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.

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.

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.

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.

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).

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.

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.

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.

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.