Recently Released!!!
Date Published: May 2, 2023
Summary PowerPoint Deck: 243 Slides
Reference PowerPoint Deck: 1,796 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 XLIV, and to introduce over 70 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 Markets
• Generation X & Millennials - Money in Motion: Wealth Transfer, Liquidation, and Savings & Investing
• Mass Affluent, Including Single Digit Millionaires
• Women & Minorities
• Evolving Offerings
• Managed Accounts
• Exchange Traded Funds (ETFs) & Personalized Indexing
• Alternative Investments
• Cryptocurrencies (Digital Assets)
• Annuities & Structured Products
• Sustainable Investing (Values Based Investing)
• Broadening Planning & Service Offerings
• Evolving Channels
• Fidelity, Schwab, Morgan Stanley, & Vanguard
• Discount & Online Brokerage Firms
• Independent Advisors
• Large Fee-Based Financial Advisors (RIAs)
• Robo Advisors & Hybrid Digital Advice Providers
• Pricing Models
• Full-Service Brokerage Firms
• Evolving Tactics
• Marketing & Lead Generation
• Paid Lead Generation
• Digital Marketing
• The Workplace
• Client Service, Technology, & Outsourcing
• Personalization, Artificial Intelligence, & Virtual Delivery
• Comprehensive WealthTech Platforms & Centralized Investment Management
• 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) or More (And More!) Private Equity