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 members, 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 website pages. Please click on the links below to view older article summaries.

Date Publication Article Title & Description
January 26, 2024 Financial Advisor IQ

RIAs Using Top-Dog Schwab More Likely to Switch, Add Custodians
20% of Schwab-affiliated advisors said they planned to change or add another custodial relationship within the next 18 months, according to a T3 and Inside Information Software survey. Article quotes Tiburon saying that the survey results are a typical outcome for larger firms, especially given The Charles Schwab Corporation's ongoing integration of TD Ameritrade accounts and financial advisors.

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

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