Wealth & Investment Management Brokerage Firm Investment Returns:

Predicting Increasing Valuations

Recently Released!!!
Date Published: January 27, 2020
Summary PowerPoint Deck: 59 Slides
Reference PowerPoint Deck: 188 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






































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