Recently Released!!!
Date Published: July 25, 2022
Summary PowerPoint Deck: 44 Slides
Reference PowerPoint Deck: 612 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor data & research services, including FA data services, FA research services, & FA publications. This research is part of Tiburon's broader coverage of financial advisor technology & outsourcing strategies.

This research addresses the key historical phases of financial advisor data & research services, including:

• Emergence Phase
• Repositioning & Development Phase
• Maturation Phase

This historical account is followed by a category-by-category analysis of current financial advisor data & research services, their market sizes, their leading competitors, and their expected developments, including:

• FA Data Services
• FA Research Services
• FA Publications

And this research makes several future predictions for financial advisor data & research services, including:

• Substantial Growth in FA Data & Research Services
• Fastest Growth in FA Data Services
• Growing Dominance of Application Service Providers (ASP) & Cloud Computing