Recently Released!!!
Date Published: April 2, 2019
Summary PowerPoint Deck: 126 Slides
Reference PowerPoint Deck: 390 Slides

The purpose of this research is to provide readers with a broad strategic overview of the wealth & investment management business. The below reference 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 XXXVI, and to introduce over 50 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 seven key wealth & investment management industry trends, including:

• Continuing Importance of Baby Boomers & their Retirement
• Clear Shift to Indexing, Exchange Traded Funds (ETFs), & Cost Conscious Investment Products
• Parallel Shift to Discount Brokerage Firms, Managed Accounts, Robo Advisors, Cost Conscious Financial Advice, & Potentially New Pricing Methods
• Two Ways Forward for Financial Advisors
• Investment Management 2.0: Alternatives for the Masses & Socially Responsible Investing for Women & Millennials (Saving Active Management)
• Financial Advice 2.0: Value Added through Financial Planning, with a Focus on Retirement Income, Health Care, Long-Term Care, & Long-Term Care, & Longevity Product Needs
• Continuing Emergence of Nationwide $1.0 Trillion Fee-Only Financial Advisors (RIAs) & Parallel Continuation of the Cottage Industry
• Mergers & Acquisitions at All Levels, with Broker/Dealers, Investment Management Firms, & Fee-Based Financial Advisors
• The 2020 Elections: Trump II, Biden in the Big Chair, Warren's Regulations, Sanders' Socialism, or Starbucks Coffee for All?

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

• Venture Capital & Minority Growth Equity Investing Opportunities
• Private Equity Investing Opportunities