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August 30, 2019 ISSUE:
 
2. Next Tiburon Research Call: Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies

3. Prior Tiburon Research Call: Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis

4. Tiburon Impact Adventure 4.0:  Mexico, January 27-28, 2020

5. Skip & Chip's Excellent Adventure 9.0:  Cactus to Clouds Hike, Palm Springs, CA, July 12-14, 2020

6. Tiburon Written Research: Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis

7. Tiburon Written Research: The Charles Schwab Corporation

8. Recent Tiburon Research Calls

9. Recently Posted Tiburon Written Research

10. Tiburon Advice Onsite

11. Tiburon Careers

12. Tiburon Media Coverage

 

UPCOMING EVENTS

Tiburon CEO Summit XXXVII: October 7-9, 2019


TIBURON RESEARCH CALL

September 12, 2019 at 10:00am PT / 1:00pm ET


Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies


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TIBURON CEO SUMMIT XXXVII: Join over 200 financial services industry executives - Attendee List
 
Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to share the updated Attendee List of Tiburon clients who have already confirmed their attendance for Tiburon CEO Summit XXXVII, which will be held on October 7-9, 2019, at the Ritz Carlton Hotel in San Francisco.

Tiburon targets CEO attendees and sends invitations to its semi-annual Tiburon CEO Summits exclusively to CEOs, other C-level executives, executive vice presidents, and partners at its 450+ corporate clients. 

If you are a CEO, other C-level executive, executive vice president, or partner at a Tiburon CEO Summit sponsor or Tiburon member and would like to participate in Tiburon CEO Summit XXXVII, please see the Tiburon CEO Summit webpage or register via the button below.
 
Join as a Tiburon Member today and your firm will receive member benefits through to the end of 2020. This means that all title qualified executives at your firm could attend the next three Tiburon CEO Summits. Membership also includes access for all employees to Tiburon's weekly Tiburon Research Calls and over 2,400 Tiburon Written Research documents.
 
Email Sarah Sage if you have any questions about Tiburon Membership and how you and your firm can begin to benefit immediately.
 


Next Tiburon Research Call: Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies 

Tiburon is pleased to announce that the next Tiburon Research Call will be on Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies. It will be held August 29, 2019 at 10:00am PT/1:00pm ET. 
All employees from Tiburon CEO Summit sponsors and Tiburon members, as well as media representatives who cover Tiburon Research, are invited to join this call with Tiburon Managing Partner Chip Roame. This is one of 42 Tiburon Research Calls set for this year. To see the full Tiburon Research Calls calendar, please click here.
 

Prior Tiburon Research Call: Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call  on Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis with access to the recording on the Tiburon web site by clicking the link below and logging in with one's username and password.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access this Tiburon Research Call, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon member to obtain access to Tiburon Research Calls, please email Sarah Sage.
 

TIBURON COMMUNITY

TIBURON IMPACT ADVENTURE 4.0
Mexico, January 27-28, 2020

Co-led by Tiburon Managing Partner Chip Roame and Tiburon members Scott Hanson (Co-CEO, Allworth Financial) & Craig Wietz (President, First Rate), Tiburon Impact Adventure 4.0 will will be the fourth in a series of Tiburon Impact Adventures which are intended to connect first world finance with developing world needs. 

The group will build a home for a family in need in San Antonio Del Mar, Mexico on January 27-28, 2020.

Tiburon Impact Adventures 2.0 and 3.0 saw twenty or so group members build and fully furnish a home for a family in need in San Antonio Del Mar, Mexico. Tiburon Impact Adventure 1.0 had been led by Tiburon Managing Partner Chip Roame and Tiburon members Ben Cukier (Managing Partner, Centana Growth Partners), Scott Hanson (Co-CEO, Hanson McClain), & Aaron Klein (CEO, Riskalyze) in Ethiopia on January 15-18, 2017. That group raised over $100,000 for the construction of a fifth through eighth grade classroom building in the village of Adami Tulu.

For more information and to join this great cause, please email Craig Wietz (President, First Rate).
SKIP & CHIP'S EXCELLENT ADVENTURE 9.0
Palm Springs, CA, July 12-14, 2020


Skip & Chip's Excellent Adventure 9.0 will take place July 12-14, 2020 in Palm Springs, CA, featuring the 21 mile, 10,800 vertical feet Cactus-to-Clouds Hike of Mount San Jacinto and be co-led by Tiburon Managing Partner Chip Roame and Tiburon member Skip Schweiss (President, TD Ameritrade Trust Company). 

Skip & Chip's Excellent Adventure 8.0 took place recently on July 13-15, 2019. The group, co-led by Skip & Chip, hiked the New Hampshire Presidential Range. More pictures available on the Tiburon web site

The annual outing, which combines a challenging outdoor adventure with a fun weekend together, has seen participants reach the tops of Mount Whitney & Mount Shasta, traverse the Grand Canyon, summit Half Dome in Yosemite, and complete the Kalalau Trail in Kauai, the Crow Pass Trail in Alaska, the Four Pass Loop outside of Aspen, CO, and the Presidential Range in New Hampshire.

If you would like to inquire about taking part in a future Excellent Adventure, please email Skip Schweiss (President, TD Ameritrade Trust Company).
 
Tiburon Written Research: Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis

The purpose of this research is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, consumers' financial concerns & savings goals, the perceived baby boomer retirement crisis, the impacts of the 2008-2011 declines in both the stock markets and home equity, and the current status of the unequal 2011-2017 recovery. This research is part of Tiburon's coverage of key driving factors.
Click to see full presentation
This research starts with the historical account of the evolution of consumer wealth, including these phases:
  • Emergence Phase
  • Rapid Growth Phase
  • Re-Set Phase
This research outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers' continuing retirement crisis, including:
  • Concentration of Consumer Wealth
  • Decline in Pension Plans & Retiree Benefits
  • Social Security & Medicare Challenges
  • Depressed Savings Rate
  • Lack of Significant World War II Generation Wealth Transfer
  • Longer Life Expectancies
  • Increased Health Care Costs
This research highlights consumer wealth facts & figures based on the key data from the Federal Reserve's flow-of-funds report, including:
  • Investable Assets
  • Financial Assets
  • Assets
  • Liabilities
  • Net Worth
The research concludes with several future predictions for consumer wealth, including:
  • Growth in the Number of Consumers & Consumer Households
  • Consistent Financial Concerns & Savings Goals
  • Increased Consumer Savings Rate
  • Growth in Consumer Wealth
  • Delayed Retirements
  • Focus on Retirement Income & Retirement Paychecks
  • Focus on Longevity Planning
  • Baby Boomers Liquidations
Tiburon Written Research: The Charles Schwab Corporation: A Leading Discount Brokerage Firm, Retirement Plan Provider, & Fee-Based Financial Advisor Custodian

Tiburon is pleased to highlight its research on The Charles Schwab Corporation. The Charles Schwab Corporation was founded as First Commander Corporation by Commander Industries in 1971 and is based in San Francisco, CA. The firm has 14,500 employees, 10.0 million accounts, 960,000 net new brokerage accounts, $2.4 trillion assets under administration, $42 billion net new assets under administration, 441,000 daily average trades, 283,000 daily average revenue trades, $6.5 billion net revenues, earns $1.4 billion, & earns $1.4 billion available to common shareholders. The company is publicly owned, traded on the NYSE under the symbol SCHW, and is led by its Chairman Chuck Schwab & CEO Walt Bettinger. The Charles Schwab Corporation's web sites can be found at www.schwab.com, www.aboutschwab.com, www.talktochuck.com, www.schwabfoundation.org, www.schwabcharitable.org, www.schwabmoneywise.com, www.schwabfranchise.com, www.optionsxpress.com, www.schwab-global.com, www.schwab.co.uk, www.schwab.com.hk, www.schwabinstitutional.com, www.schwabintelligenttechnologies.com, www.schwabtransition.com, & www.csimfunds.com.
Click to see full presentation
The Charles Schwab Corporation's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Early Discount Brokerage Firm Phase
  • Expansion & Contraction Phase
  • Resurrection of Chuck Schwab Phase
Its profile includes the key statistics of the firm, including its number of employees, accounts, net new brokerage accounts, assets under administration, net new assets under administration, daily average trades, daily average revenue trades, revenues, net revenues, expenses, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Schwab Investor Services
  • Schwab Retirement Plan Services
  • Schwab Advisor Sevices
  • Schwab Financial Products
  • Charles Schwab Bank
And its profile concludes with the highlights of its organizational structure & ownership.
 
Recent Tiburon Research Calls:

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors and Tiburon members with access to Tiburon Research Calls led weekly by Tiburon Managing Partner Chip Roame. To listen to recent Tiburon Research Calls, click the link below for your topic of interest, and enter your Tiburon username and password:
Recently Posted Tiburon Written Research:

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors and Tiburon members with access to Tiburon's Written Research library of 2,400+ topics and profiles. To access Tiburon Written Research, click the link below for your topic of interest, and enter your Tiburon username & password:
Topics
Profiles
If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access Tiburon Written Research, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon member to obtain access to Tiburon Written Research, please email Sarah Sage.
 
Tiburon Advice Onsite

Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. This ability is based upon both the depth of its existing written industry knowledge (over 1,700 topics and 500,000 PowerPoint charts and graphs) and its broad CEO-level industry contacts. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts.  If you would like to engage Tiburon for an onsite presentation, please email Sarah Sage.
 
Tiburon Careers

Tiburon is growing rapidly and has an immediate need for three or four entry-level Database Analysts

The ideal candidate(s) will be dedicated and responsive team players who can play a variety of roles on the database team. This role can be part- or full-time, although at least twenty hours per week is likely required for efficiency. Tiburon's office is located in downtown Tiburon, CA, with the possibility of remote employment for the right candidate. 

Please see the Careers page on the Tiburon web site for a more detailed job description. If you are interested in applying for one of these roles, please email a cover letter and resume to Sarah Sage.
 
Tiburon Media Coverage

Tiburon was featured recently in Think Advisor in an article titled Why Wealthfront's Latest Deal Won't Impact Advisors. But the hybrid-robo transaction could lead to rapid escalation in subscription pricing battles. Tiburon quoted saying that the bigger news is that FacetWealth acquired Grove's financial planners and clients.

Tiburon executives have been quoted quite extensively throughout the industry and general media. A list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating) can be found at the link below. These short summaries are intended to help prospective Tiburon members, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. If you are a media representative interested in covering Tiburon, please email Sarah Sage.
 
Copyright © 2019 Tiburon Strategic Advisors, All rights reserved.


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