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
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:
Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2025-2026. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.
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: