Wealth & Investment Management Products & Services:
The Continuing Rapid Emergence of Financial Planning, Managed Accounts, and Portfolios Emphasizing Low Cost Beta & Illiquid Alpha
Recently Released!!!
Date Published: March 27, 2024
Summary PowerPoint Deck: 543 Slides
Reference PowerPoint Deck: 2,157 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the vast array of wealth & investment management products & services, including financial planning, cash investments, capital markets (individual securities), managed account programs, managed funds products, wealth & investment management specialized topic products, non-financial alternative investments products, insurance products, & lending products. This research offers cross-product comparisons and serves to summarize Tiburon's views on dozens of financial products & services, including cash investments & bank savings products, individual securities, registered investment companies, exchange traded funds (ETFs) & indexing, collective investment trusts, separately managed accounts, alternative investments, payments, mortgages, health care insurance, long-term care, annuities, life insurance, & wealth management services.
This research addresses the historical phases of wealth & investment management products & services, including:
Date Published: March 27, 2024
Summary PowerPoint Deck: 543 Slides
Reference PowerPoint Deck: 2,157 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the vast array of wealth & investment management products & services, including financial planning, cash investments, capital markets (individual securities), managed account programs, managed funds products, wealth & investment management specialized topic products, non-financial alternative investments products, insurance products, & lending products. This research offers cross-product comparisons and serves to summarize Tiburon's views on dozens of financial products & services, including cash investments & bank savings products, individual securities, registered investment companies, exchange traded funds (ETFs) & indexing, collective investment trusts, separately managed accounts, alternative investments, payments, mortgages, health care insurance, long-term care, annuities, life insurance, & wealth management services.
This research addresses the historical phases of wealth & investment management products & services, including:
- Individual Securities Phase
- Open-End Mutual Funds Phase
- Exchange Traded Funds (ETFs) Emergence Phase
- ObamaCare Phase
- Direct Indexing & Alternative Investments Phase
- Core Services
- Financial Planning
- Cash Investments
- Capital Markets (Individual Securities)
- Managed Account Programs
- Managed Funds Products
- Registered Investment Companies
- Collective Investment Trusts
- Separately Managed Accounts (SMAs)
- Alternative Investments
- Other Wealth & Investment Management Products & Services
- Wealth & Investment Management Specialized Topics
- Non-Financial Alternative Investments
- Insurance Products
- Lending Products
And this research concludes with several future predictions for wealth & investment management products & services, including:
- Continuing Rapid Emergence of Comprehensive But Modularized Financial Planning
- Increasing Interest Rates & Cash Balances
- Addition of Cryptocurrencies (Digital Assets) to Capital Markets Options
- Redefinition of Managed Accounts as Core Investment Accounts
- Continuing Shift in Portfolios to Emphasize Low Cost Beta and Illiquid Alpha
- Continuing Emergence of Wealth & Investment Management Specialized Topics Such as Index Investing, Tax Efficient Investing, & Sustainable Investing
- Continuing Emergence of Non-Financial Alternative Investments Markets, with Tokenization Offering Basis for Rapid Growth
- Growing Emergence of Insurance Products, Especially Retirement Income Products
- Continuing Modest Consumer Deleveraging
Tiburon Member Access:
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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:
