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Tiburon Strategic Advisors

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Tiburon Strategic Advisors is pleased to share with you the Top 5 Tiburon Research Calls of 2019 so far.

Tiburon Research Calls offer the unique opportunity to hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics, covering product areas, distribution channels, tactical issues, & strategic issues.

Tiburon Research Calls are generally scheduled on Thursdays at 10:00am PT / 1:00pm ET and are open to all employees of member firms.

If you are not currently a Tiburon Member, visit our updated Membership page or email Sarah Sage to learn about the benefits of Tiburon Membership and to receive access to a complimentary Tiburon Research Call.


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1. Tiburon CEO Summit XXXVI Keynote Presentation

The Top Seven Wealth & Investment Management (and Related FinTech) Industry Trends & Strategic Activity

April 5, 2019

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2. Online Brokerage & Advice

The Rapid Emergence of Robo & Hybrid Models

June 6, 2019

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3. Independent Advisors

Independent Reps, Fee-Based Financial Advisors (RIAs), & Dually Registered Financial Advisors

June 13, 2019

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4. FA Turnkey Asset Management Programs (TAMPs)

The Technology & Investment Management Platforms Supporting the Managed Accounts Trend

July 10, 2019

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5. Exchange Traded Funds (ETFs)

The New Packaged Product of Choice

April 24, 2019

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If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access these Tiburon Research Call recordings, please email Sarah Sage.

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