Tiburon CEO Summit XLVII Keynote Presentation:

United States of America Wealth & Investment Management (& WealthTech) Key Trends

Recently Released!!!
Date Published: October 29, 2024
Summary PowerPoint Deck: 273 Slides
Reference PowerPoint Deck: 951 Slides


The purpose of this research is to provide readers with a broad strategic overview of the wealth & investment management business. The below PowerPoint document is the 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 XLVII, and to introduce over 75 speakers. Along with the more comprehensive Tiburon research document The Future of Wealth & Investment Management, this presentation offers a broad overview of the wealth & investment management business.

This research highlights the five key wealth & investment management industry trends, including:
  • Evolving Target Markets
    • Rise of Gen X & Millennials (Three Sources of Money in Motion, Not Just One)
    • Mass Affluent, Including Single Digit Millionaires
    • Women as Clients
  • Evolving Products & Services
    • Investment Management
      • Passive Investing & Exchange Traded Funds (ETFs)
        • Active Exchange Traded Funds (ETFs)
      • Separately Managed Accounts (SMAs) & Personalized (Direct) Indexing
      • Alternative Investments (Private Markets)
        • Cryptocurrencies (Digital Assets)
      • Sustainable Investing (Values Based Investing)
    • Comprehensive Financial Planning
      • Liquidity & Lending Services
      • Long-Term Care & Other Insurance Products
      • Downside Protection Products (Big Three)
      • Estate Planning & Charitable Giving
      • Wild Card…Tax Planning & Tax Preparation
  • Evolving Markets & Channels
    • Clarifying Leading Channels & the Dominance of the Big Five
    • Full-Service Brokerage Firms
    • Discount & Online Brokerage Firms
    • Independent Advisors
      • Independent Advisor Market Concentration
      • Modern Independent Advisors
    • Financial Advisor Recruiting & Break-Away Brokers
  • Evolving Business Tactics
    • Marketing & Lead Generation
      • Workplace Marketing
      • Digital Marketing (Self Generated)
      • Paid Lead Generation
    • Technology
      • Comprehensive Wealth Management Platforms
      • Artificial Intelligence
      • Turnkey Asset Management Programs (TAMPs)
  • Evolving Industry Structures
    • Investment Management Firms
      • Venture Capital
      • Mergers & Acquisitions
      • Initial Public Offerings (IPOs)
    • WealthTech Firms
      • Venture Capital
      • Mergers & Acquisitions
      • Initial Public Offerings (IPOs)
    • Wealth Management Firms
      • Venture Capital
      • Mergers & Acquisitions
      • Initial Public Offerings (IPOs)

Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2025-2026. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

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Media Members:
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