Tiburon CEO Summit XLVIII Keynote Presentation:
United States of America Wealth Management (& WealthTech) Key Trends
Recently Released!!!
Date Published: April 29, 2025
Summary PowerPoint Deck: 274 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 XLVIII, 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:
Date Published: April 29, 2025
Summary PowerPoint Deck: 274 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 XLVIII, 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 Clients
- The Overstated Generational Wealth Transfer
- The Under-Appreciated Horizontal Wealth Transfer
- The Under-Appreciated Liquidation Before the Wealth Transfer
- Growing Importance of New Client Segments
- Gen X & Millennial (& Even Gen Z!) Consumer Households
- Mass Affluent, Including Single Digit Millionaire Consumer Households
- Women-Led Consumer Households
- Evolving Markets & Channels
- Clarifying Leading Channels & Dominance of the Big Four
- Full-Service Brokerage Firms
- The Morgans
- Rise of Other National Brokerage Firms
- Fidelity, Schwab, & Vanguard Competing in Advice
- Next Crop of B2C FinTech Firms Winning NextGen Eyeballs (Clients)
- Independent Advisors & Multi-Family Offices
- Technology-Led Independent Advisors
- Market Concentration, the Mega Ten Firms, & the Coming Consolidation of the Consolidators
- Evolving Products & Services
- Core Service: Retirement & Retirement Income Planning
- Investment Management: Inexpensive Beta & Private Markets Alpha
- Passive Investing & Exchange Traded Funds (ETFs)
- Actively Managed Exchange Traded Funds (ETFs)
- Price Competition & Dominance of the Big Three
- Alternative Investments
- Private Markets!!
- Cryptocurrencies (Digital Assets)
- Sustainable Investing (ESG) (Values Based Investing)
- Wealth Management: The Emergence of Platforms
- Banking Services
- Healthcare, Long-Term Care, & Other Insurance Products
- Estate Planning & Charitable Giving
- Evolving Business Tactics
- Marketing & Lead Generation: The Search for Organic Growth
- Professional Referrals, Custodian Referrals, & Other Paid Lead Generation Sources
- Digital Marketing, Social Media, & Even Influencers!
- Workplace Marketing
- Financial Advisor Recruiting, Break-Away Brokers, & Now Break-Away Fee-Based Financial Advisors (RIAs)
- Technology: Front, Middle, & Back Office
- Battle for the Desktop: Best-of-Breed Single Point Technology Solutions & All-in-One Comprehensive Wealth Management Platforms
- Workflow Technology and Artificial Intelligence Driving Personalization & Productivity
- Custodians & Clearing Firms
- 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:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
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:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
