Recently Released!!!
Date Published: October 9, 2018
Summary PowerPoint Deck: 80 Slides
Reference PowerPoint Deck: 288 Slides

The purpose of this research is to provide readers with a broad strategic overview of the wealth management business. The below reference PowerPoint document is the day #1 presentation made by Tiburon's managing partner at the most recent Tiburon CEO Summit. The purpose of this presentation was to to offer a unique method of summarizing a broad set of industry views, to set a discussion agenda for Tiburon CEO Summit XXXV, and to introduce over 40 speakers. Along with the more comprehensive Tiburon research document The Future of Wealth Management, this presentation offers a broad overview of the wealth management business.

This research highlights the six key wealth management industry trends, including:

• Continuing Importance of Baby Boomers & the Baby Boomer Retirement Crisis
• Clear Shift to Indexing, Exchange Traded Funds (ETFs), & Cost Conscious Investment Product
• More Moderate Shift to Discount Brokerage Firms, Robo Advisors, & Cost Conscious Financial Advice
• Managed Accounts, Streamline Product Offerings, & The Fiduciary World
• Return of Financial Planning, with Focus on Retirement Income, Health Care, Long-Term Care, & Longevity Product Needs
• Continuing Emergence of Nationwide Fee-Only Financial Advisors (RIAs)

And this research offers some strategic insights for the wealth management industry.