Tiburon Written Research & Webinars


Tiburon Written Research & Webinars (Tiburon Research) represents the firm's underlying research (coverage of over 3,100 topics and companies with over 2.0 million unique PowerPoint charts) which it has made available to Tiburon members since the early 2000s. Tiburon's goal is to help educate its members in a low-cost way on a wide variety of topics in the wealth & investment management (& WealthTech) markets. Tiburon Research covers product areas, distribution channels, tactical issues, & strategic issues. Tiburon also publishes profiles of wealth & investment management (& WealthTech) firms. Tiburon offers unlimited access to all of its Tiburon Research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped hundreds of Tiburon members to consolidate their research needs & budgets. Tiburon also offers one time access to single research topics for $499.

Tiburon Written Research

Each Tiburon written research topic or company profile provides a well-organized 100-300 page summary PowerPoint slide presentation (useful for internal presentations), as well as access to Tiburon's reference PowerPoint slides (useful for further analysis).

Tiburon's research strategy is to ultimately write and continuously refine research offerings covering every substantial wealth & investment management (& WealthTech) industry business and prominent firm so that the research can then serve as a comprehensive library of data, analysis, & opinions for Tiburon members. Tiburon attempts to publish research on at least ten additional topics and/or companies each week. Many research documents are simply updates but all lead the firm closer to its goal of comprehensive wealth & investment management (& WealthTech) industy research.

Tiburon PowerPoint slides all follow an easy-to-digest format while providing detailed facts, analysis, & future predictions. Tiburon attempts to position its research as reference documents, and not as short-term newsworthy editorials. Tiburon aims (over time) to make all of its research comprehensive.

The majority of Tiburon Research is designed for executives at wealth & investment management (& WealthTech) firms; some Tiburon Research is more narrowly designed specifically for financial advisors. Tiburon's wealth & investment management topical series contains macro-industry topics such as the exchange traded funds (ETFs) industry, the hedge funds industry, the full-service brokerage firms industry, and the fee-based financial advisors (RIAs) industry, and tactical topics such as fee-based financial advisor (RIA) benchmarking and independent advisor mergers & acquisitions. Tiburon's wealth & investment management profiles series includes relatively thorough profiles of leading wealth management firms such as Bank of America Corporation (Merrill Lynch), Edelman Financial Engines, Facet Wealth (DBA Facet), Morgan Stanley, & The Charles Schwab Corporation, and profiles of leading-edge investment management firms such as Allianz (PIMCO), Capital Group Companies (American Funds), Dimensional Fund Advisors, & FMR (Fidelity Investments).

Tiburon manages its research agenda with a free market perspective. Tiburon Research topics with frequent subscriptions, high numbers of views, & member requests will be prioritized over those not being as widely utilized. Please share your ideas with anyone at Tiburon.

If you are interested in becoming a Tiburon member or subscribing to any Tiburon Research, please click here to Become a Tiburon Member or Subscribe to Tiburon Research. To receive notification of Tiburon's latest research, please Sign Up to Receive Tiburon Research Releases.

Tiburon Webinars

Tiburon members are also offered access to Tiburon Webinars which offer the unique opportunity to hear the insights of Tiburon Managing Partner Chip Roame (and other Tiburon executives) on leading edge topics. Tiburon Webinars generally last 30-45 minutes and remain downloadable until new versions are recorded. Tiburon Webinars are generally recorded on Thursdays and released on Fridays. Future Tiburon Webinar releases will be as follows:

First Half 2024
Second Half 2024
  • 6/20/24: Wealth Management Firms
  • 6/27/24: Institutional Markets (Workplace; Defined Contribution Plans; Defined Benefit Plans; Endowments & Foundations; Sovereign Wealth Funds) and/or International (Non-United States) Markets
  • 7/2/24 (Tuesday): Wealth & Investment Management Marketing & Lead Generation Strategies
  • 7/11/24: Wealth & Investment Management Staffing & Compensation Strategies
  • 7/18/24: Wealth & Investment Management Technology & Outsourcing Strategies (Including Robo Advisors & Hybrid Digital Advice Providers)
  • 7/25/24: Turnkey Asset Management Programs (TAMPs) & Model Marketplaces
  • 8/1/24: Wealth & Investment Management (& WealthTech) Venture Capital
  • 8/8/24: Wealth & Investment Management (& WealthTech) Mergers & Acquisitions and/or Independent Advisor Mergers & Acquisitions (Includes Private Equity)
  • 8/15/24: Wealth & Investment Management (& WealthTech) Initial Public Offerings (IPOs)
  • 8/22/24: Consumer Wealth: Consumers, their Money, Generational Segments, & Wealth Segments and/or Geographical, Gender, Race & Ethnic Group, & Family Status Segments
  • 8/29/24: Comprehensive Financial Planning, Including Tax Planning, Marriage & Divorce Planning, College Savings, and/or Estate Planning
  • 9/5/24: Cash & Liquidity Business; Individual Securities & Capital Markets; Structured Products; and/or Cryptocurrencies (Digital Assets)
  • 9/12/24: Managed Account Programs (Including Turnkey Asset Management Programs (TAMPs))
  • 9/19/24: Indexing & Exchange Traded Funds (ETFs) and/or Registered Investment Companies (Packaged Products) (Open-End Mutual Funds; Exchange Traded Funds (ETFs); Closed-End Mutual Funds; & Unit Investment Trusts) and/or Collective Investment Trusts; and/or Separately Managed Accounts (SMAs)
  • 9/26/24: Alternative Investments (Hedge Funds; Private Markets; and/or Real Estate) (Including Liquid Alternatives)
  • 10/3/24: Wealth & Investment Management Investment Opportunities
  • 10/10/24: Wealth & Investment Management Products & Services
  • 10/17/24: Wealth & Investment Management Markets & Distribution Channels
  • 10/24/24: The Future of Wealth & Investment Management (& WealthTech)
  • 10/31/24: Tiburon CEO Summit XLVII Keynote Presentation
  • 11/7/24: Wine & Spirits; and/or Commodities, Metals, & Stones; and/or Collectibles
  • 11/14/24: Sustainable Investing and/or Wealth & Investment Management Specialized Topics
  • 11/21/24: Insurance Products (Includes Life & Health Insurance Products and Property & Casualty Insurance Products) and/or Lending Services
  • 11/26/24 (Tuesday): Discount & Online Brokerage
  • 12/5/24: Financial Advisor Recruiting, Including Break-Away Brokers
  • 12/12/24: Full-Service Brokerage Firms; Insurance Agents; and/or Bank Brokers & Bank Trust Officers
  • 12/19/24: Independent Advisors (Independent Reps and/or Fee-Based Financial Advisors (RIAs))
  • 12/26/24: Wealth Management Firms
First Half 2025 Second Half 2025
  • 1/2/25: Institutional Markets (Workplace; Defined Contribution Plans; Defined Benefit Plans; Endowments & Foundations; Sovereign Wealth Funds) and/or International (Non-United States) Markets
  • 1/9/25: Wealth & Investment Management Marketing & Lead Generation Strategies
  • 1/16/25: Wealth & Investment Management Staffing & Compensation Strategies
  • 1/23/25: Wealth & Investment Management Technology & Outsourcing Strategies (Including Robo Advisors & Hybrid Digital Advice Providers)
  • 1/30/25: Turnkey Asset Management Programs (TAMPs) & Model Marketplaces
  • 2/6/25: Wealth & Investment Management (& WealthTech) Venture Capital
  • 2/13/25: Wealth & Investment Management (& WealthTech) Mergers & Acquisitions and/or Independent Advisor Mergers & Acquisitions (Includes Private Equity)
  • 2/20/25: Wealth & Investment Management (& WealthTech) Initial Public Offerings (IPOs)
  • 2/27/25: Consumer Wealth: Consumers, their Money, Generational Segments, & Wealth Segments and/or Geographical, Gender, Race & Ethnic Group, & Family Status Segments
  • 3/6/25: Comprehensive Financial Planning, Including Tax Planning, Marriage & Divorce Planning, College Savings, and/or Estate Planning
  • 3/13/25: Cash & Liquidity Business; Individual Securities & Capital Markets; Structured Products; and/or Cryptocurrencies (Digital Assets)
  • 3/20/25: Managed Account Programs (Including Turnkey Asset Management Programs (TAMPs))
  • 3/27/25: Indexing & Exchange Traded Funds (ETFs) and/or Registered Investment Companies (Packaged Products) (Open-End Mutual Funds; Exchange Traded Funds (ETFs); Closed-End Mutual Funds; & Unit Investment Trusts) and/or Collective Investment Trusts; and/or Separately Managed Accounts (SMAs)
  • 4/3/25: Alternative Investments (Hedge Funds; Private Markets; and/or Real Estate) (Including Liquid Alternatives)
  • 4/10/25: Wealth & Investment Management Products & Services
  • 4/17/25: Wealth & Investment Management Markets & Distribution Channels
  • 4/24/25: The Future of Wealth & Investment Management (& WealthTech)
  • 5/1/25: Tiburon CEO Summit XLVIII Keynote Presentation
  • 5/8/25: Wine & Spirits; and/or Commodities, Metals, & Stones; and/or Collectibles
  • 5/15/25: Sustainable Investing and/or Wealth & Investment Management Specialized Topics
  • 5/22/25: Insurance Products (Includes Life & Health Insurance Products and Property & Casualty Insurance Products) and/or Lending Services
  • 5/29/25: Discount & Online Brokerage
  • 6/5/25: Financial Advisor Recruiting, Including Break-Away Brokers
  • 6/12/25: Full-Service Brokerage Firms; Insurance Agents; and/or Bank Brokers & Bank Trust Officers
  • 6/19/25: Independent Advisors (Independent Reps and/or Fee-Based Financial Advisors (RIAs))
  • 6/26/25: Wealth Management Firms
  • 7/3/25: Institutional Markets (Workplace; Defined Contribution Plans; Defined Benefit Plans; Endowments & Foundations; Sovereign Wealth Funds) and/or International (Non-United States) Markets
  • 7/10/25: Wealth & Investment Management Marketing & Lead Generation Strategies
  • 7/17/25: Wealth & Investment Management Staffing & Compensation Strategies
  • 7/24/25: Wealth & Investment Management Technology & Outsourcing Strategies (Including Robo Advisors & Hybrid Digital Advice Providers)
  • 7/31/25: Turnkey Asset Management Programs (TAMPs) & Model Marketplaces
  • 8/7/25: Wealth & Investment Management (& WealthTech) Venture Capital
  • 8/14/25: Wealth & Investment Management (& WealthTech) Mergers & Acquisitions and/or Independent Advisor Mergers & Acquisitions (Includes Private Equity)
  • 8/21/25: Wealth & Investment Management (& WealthTech) Initial Public Offerings (IPOs)
  • 8/28/25: Consumer Wealth: Consumers, their Money, Generational Segments, & Wealth Segments and/or Geographical, Gender, Race & Ethnic Group, & Family Status Segments
  • 9/4/23: Comprehensive Financial Planning, Including Tax Planning, Marriage & Divorce Planning, College Savings, and/or Estate Planning
  • 9/11/25: Cash & Liquidity Business; Individual Securities & Capital Markets; Structured Products; and/or Cryptocurrencies (Digital Assets)
  • 9/18/25: Managed Account Programs (Including Turnkey Asset Management Programs (TAMPs))
  • 9/25/25: Indexing & Exchange Traded Funds (ETFs) and/or Registered Investment Companies (Packaged Products) (Open-End Mutual Funds; Exchange Traded Funds (ETFs); Closed-End Mutual Funds; & Unit Investment Trusts) and/or Collective Investment Trusts; and/or Separately Managed Accounts (SMAs)
  • 10/2/25: Alternative Investments (Hedge Funds; Private Markets; and/or Real Estate) (Including Liquid Alternatives)
  • 10/9/25: Wealth & Investment Management Products & Services
  • 10/16/25: Wealth & Investment Management Markets & Distribution Channels
  • 10/23/25: The Future of Wealth & Investment Management (& WealthTech)
  • 10/30/25: Tiburon CEO Summit XLIX Keynote Presentation
  • 11/6/25: Wine & Spirits; and/or Commodities, Metals, & Stones; and/or Collectibles
  • 11/13/25: Sustainable Investing and/or Wealth & Investment Management Specialized Topics
  • 11/20/25: Insurance Products (Includes Life & Health Insurance Products and Property & Casualty Insurance Products) and/or Lending Services
  • 11/25/25 (Tuesday): Discount & Online Brokerage
  • 12/4/25: Financial Advisor Recruiting, Including Break-Away Brokers
  • 12/11/25: Full-Service Brokerage Firms; Insurance Agents; and/or Bank Brokers & Bank Trust Officers
  • 12/18/25: Independent Advisors (Independent Reps and/or Fee-Based Financial Advisors (RIAs))
  • 12/23/25 (Tuesday): Wealth Management Firms
  • 12/30/25 (Tuesday): Institutional Markets (Workplace; Defined Contribution Plans; Defined Benefit Plans; Endowments & Foundations; Sovereign Wealth Funds) and/or International (Non-United States) Markets

Tiburon Research Topics

Tiburon Written Research & Webinars currently includes over 3,100 topics. The executive summaries for all Tiburon research topics are available to review on subsequent web pages at the links below. Tiburon intends to soon provide the ability to search through Tiburon Written Research for topics of interest such as break-away brokers, managed account programs, robo advisors, TAMPs, mergers & acquisitions trends, or nearly any other industry phrase. This is intended to make the growing library more useful to all. In the interim, a comprehensive list of available topics is included at the links below. Tiburon Written Research & Webinars is organized into twelve series:

Tiburon Research Process

Tiburon members and research subscribers should find Tiburon Tiburon Written Research & Webinars to be unbiased in their content. Tiburon's research is based upon publicly available information; many research topics will have dozens or even hundreds of sources. Members and research subscribers will see that Tiburon PowerPoint presentation pages are all individually sourced, and most are sourced multiple times. Tiburon believes that all data is accurate, although some data may become dated while still posted.

Tiburon research topics each go through an evolutionary process, with initial outline drafts being posted and subsequent drafts incorporating additional information, with demand driving the frequency of such revisions. Mature Tiburon research topics will be comprehensive in their content. Comprehensive Tiburon research topics will have been developed though more than a half-dozen research steps.

Tiburon is an independent research firm and does not seek approval from any entity prior to publishing its research. Further, Tiburon generally does not seek comments from companies which it profiles because it has repetitively learned that those comments are often exaggerated and challenge the spirit of unbiased research. Tiburon is pleased to receive Tiburon members and research subscribers' suggestions on its research and will review such in subsequent rounds of revisions.

Tiburon research is provided for informational purposes only and not as investment advice. Tiburon is not related to most entities which it researches. Tiburon is also not related to, or endorsed by, most of the sources which it utilizes in its research.

Tiburon Personal Consultations Policy

Tiburon is unable to address follow-up questions as part of the price of subscribing to Tiburon research. Tiburon necessarily had to create this policy to maintain fairness to its advisory & investment clients as well as the subscribers of incremental research under development. Simply said, because Tiburon offers access to its research at just $25,000 (and/or $499 per topic), the firm is unable to keep its staff dedicated to individual topics. Hence, at the point in which members and research subscribers may have questions, the Tiburon team member is likely conducting research on a different topic. Repeatedly pulling Tiburon team members off advisory &/or investing assignments and/or current research under development to look back at other research would be both cumbersome and unfair to the members and/or research subscribers of the new research, and Tiburon would necessarily need to increase the cost of its research.

In response to numerous requests to engage in discussion & debate regarding various topics and companies, Tiburon has developed a market seminar service whereby a Tiburon partner knowledgeable about any Tiburon research will present such research, answer questions, and brainstorm the implications of such in a half day visit with a member's executives. The price of a market seminar is $20,000 for Tiburon Members and $35,000 for non-Tiburon Members, plus travel expenses. Tiburon will happily net the cost of the underlying research if such is purchased before a market seminar. Hence a market seminar is intended to be the best Tiburon service for members seeking both written research and the opportunity to address questions to Tiburon executives. Please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540 to schedule a market seminar.

Tiburon Research Refund Policy

Periodically (far less than 1% of the time after thousands of subscriptions), Tiburon research subscribers have sought refunds, which has caused hardship and wasted time for Tiburon, hence the following policy now exists for all Tiburon research subscribers. Tiburon is unable to make any financial refunds for research. Both fulfilling orders and processing refunds take up Tiburon time, and given that the research is written as a low cost accommodation service, Tiburon needs to manage its time well, prioritizing advisory & investing clients. Furthermore, given that research is delivered electronically, returns are impractical. If it helps, Tiburon will attempt to offer access to replacement research (either the next version of the same research or other research topic) as long as invoices are paid promptly under the terms of the original order (net 30 days). That said, please observe three suggestions before subscribing to any Tiburon research:

  • First, be sure to read the executive summaries for the research of interest. These are created by Tiburon team members to best represent the research to potential subscribers. Sending specific pages is time consuming and unreasonable but the summaries show relatively clearly the topics covered.
  • Second, please ensure that no other executive at your firm has subscribed to the same research; Tiburon is willing to allow the internal sharing of its research by subscribers, but subscribers need to take responsibility to confirm any prior subscriptions within their firms because the growing complexity of wealth & investment management firms makes it impractical for Tiburon to track any firm's subsidiaries and their respective subscriptions.
  • Finally, please remember that the totality of the research is the offering. If there is a weak chapter or a missing podcast, please bring it to the firm's attention to resolve over time, but please do not seek a refund on a research subscription that you have received.
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