Financial Services Industry Brokerage Firm Investment Returns:
Predicting Increasing Valuations

Recently Released!!!
Date Published: January 27, 2020
Summary PowerPoint Deck: 59 Slides

Reference PowerPoint Deck: 186 Slides

The purpose of this research is to provide readers with a comprehensive understanding of brokerage firm investment returns, including those for full-service brokerage firms, independent broker/dealers, & online brokerage firms. This research is part of Tiburon's broader coverage of financial services industry investment returns.

This research addresses the historical phases of brokerage firm investment returns, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
This research defines distinct market segments of brokerage firm investment returns, including:
  • Full-Service Brokerage Firms Investment Returns
  • Independent Broker/Dealers Investment Returns
  • Online Brokerage Firms Investment Returns
And this research makes several future predictions for brokerage firm investment returns, including:
  • Moderate-to-Strong Investment Returns
  • Strongest Investment Returns for Interest Rate Sensitive Discount Brokerage Firm Stocks
Client Access

Tiburon CEO Summit Sponsors, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.