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Utilize Chip AI to discover the latest trends in wealth & investment management with answers curated from Tiburon Written Research
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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 as part of any level of Tiburon membership.
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) industry 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 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, please click here to Renew Tiburon Membership. To receive notification of Tiburon's latest research, please click here to Sign Up to Receive Tiburon Research Releases.
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First Half 2026 |
Second Half 2026 |
- 1/9/26: Wealth & Investment Management (& WealthTech) Venture Capital
- 1/16/26: Wealth & Investment Management (& WealthTech) Mergers & Acquisitions and/or Independent Advisor Mergers & Acquisitions (Includes Private Equity)
- 1/23/26: Wealth & Investment Management (& WealthTech) Initial Public Offerings (IPOs)
- 1/30/26: Consumer Wealth: Consumers, their Money, Generational Segments, & Wealth Segments and/or Geographical, Gender, Race & Ethnic Group, & Family Status Segments
- 2/6/26: Global Institutional Markets (Workplace; Defined Contribution Plans; Defined Benefit Plans; Endowments & Foundations; Sovereign Wealth Funds)
- 2/13/26: International (Non-United States) Markets
- 2/20/26: Wealth & Investment Management Markets & Distribution Channels
- 2/27/26: Full-Service Brokerage Firms and/or Insurance Agents and/or Bank Brokers & Bank Trust Officers
- 3/6/26: Discount & Online Brokerage Firms
- 3/13/26: Independent Advisors (Independent Reps and/or Fee-Based Financial Advisors (RIAs))
- 3/20/26: Wealth Management Markets & Distribution Channels
- 3/27/26: Cash & Liquidity Business; Individual Securities & Capital Markets; Structured Products; and/or Cryptocurrencies (Digital Assets)
- 4/3/26: 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)
- 4/10/26: Alternative Investments (Hedge Funds; Private Markets; and/or Real Estate) (Including Liquid Alternatives)
- 4/17/26: The Future of Wealth & Investment Management (& WealthTech)
- 4/24/26: Tiburon CEO Summit L Keynote Presentation
- 5/1/26: Wine & Spirits and/or Commodities, Metals, & Stones and/or Collectibles
- 5/8/26: The Future of Investment Management
- 5/15/26: Wealth & Investment Management Marketing & Lead Generation Strategies
- 5/22/26: Managed Account Programs
- 5/29/26: Comprehensive Financial Planning, Including Tax Planning, Marriage & Divorce Planning, College Savings, and/or Estate Planning or Specialized Topics
- 6/5/26: Insurance Products (Includes Life & Health Insurance Products and Property & Casualty Insurance Products) and/or Consumer Lending Solutions
- 6/12/26: Wealth Management Products & Services
- 6/19/26: Financial Advisor Recruiting & Break-Away Brokers
- 6/26/26: Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs)
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- 7/3/26: Wealth & Investment Management Technology & Outsourcing Strategies
- 7/10/26: Wealth & Investment Management (& WealthTech) Venture Capital
- 7/17/26: Wealth & Investment Management (& WealthTech) Mergers & Acquisitions and/or Independent Advisor Mergers & Acquisitions (Includes Private Equity)
- 7/24/26: Wealth & Investment Management (& WealthTech) Initial Public Offerings (IPOs)
- 7/31/26: Consumer Wealth: Consumers, their Money, Generational Segments, & Wealth Segments and/or Geographical, Gender, Race & Ethnic Group, & Family Status Segments
- 8/7/26: Global Institutional Markets (Workplace; Defined Contribution Plans; Defined Benefit Plans; Endowments & Foundations; Sovereign Wealth Funds)
- 8/14/26: International (Non-United States) Markets
- 8/21/26: Wealth & Investment Management Markets & Distribution Channels
- 8/28/26: Full-Service Brokerage Firms and/or Insurance Agents and/or Bank Brokers & Bank Trust Officers
- 9/4/26: Discount & Online Brokerage Firms
- 9/11/26: Independent Advisors (Independent Reps and/or Fee-Based Financial Advisors (RIAs))
- 9/18/26: Wealth Management Markets & Distribution Channels
- 9/25/26: Cash & Liquidity Business; Individual Securities & Capital Markets; Structured Products; and/or Cryptocurrencies (Digital Assets)
- 10/2/26: 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)
- 10/9/26: Alternative Investments (Hedge Funds; Private Markets; and/or Real Estate) (Including Liquid Alternatives)
- 10/16/26: The Future of Wealth & Investment Management (& WealthTech)
- 10/23/26: Tiburon CEO Summit LI Keynote Presentation
- 10/30/26: Wine & Spirits and/or Commodities, Metals, & Stones and/or Collectibles
- 11/6/26: The Future of Investment Management
- 11/13/26: Wealth & Investment Management Marketing & Lead Generation Strategies
- 11/20/26: Managed Account Programs
- 11/27/26: Comprehensive Financial Planning, Including Tax Planning, Marriage & Divorce Planning, College Savings, and/or Estate Planning or Specialized Topics
- 12/4/26: Insurance Products (Includes Life & Health Insurance Products and Property & Casualty Insurance Products) and/or Consumer Lending Solutions
- 12/11/26: Wealth Management Products & Services
- 12/18/26: Financial Advisor Recruiting & Break-Away Brokers
- 12/25/26: Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs)
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First Half 2027 |
Second Half 2027 |
- 1/1/27: Wealth & Investment Management Technology & Outsourcing Strategies
- 1/8/27: Wealth & Investment Management (& WealthTech) Venture Capital
- 1/15/27: Wealth & Investment Management (& WealthTech) Mergers & Acquisitions and/or Independent Advisor Mergers & Acquisitions (Includes Private Equity)
- 1/22/27: Wealth & Investment Management (& WealthTech) Initial Public Offerings (IPOs)
- 1/29/27: Consumer Wealth: Consumers, their Money, Generational Segments, & Wealth Segments and/or Geographical, Gender, Race & Ethnic Group, & Family Status Segments
- 2/5/27: Global Institutional Markets (Workplace; Defined Contribution Plans; Defined Benefit Plans; Endowments & Foundations; Sovereign Wealth Funds)
- 2/12/27: International (Non-United States) Markets
- 2/19/27: Wealth & Investment Management Markets & Distribution Channels
- 2/26/27: Full-Service Brokerage Firms and/or Insurance Agents and/or Bank Brokers & Bank Trust Officers
- 3/5/27: Discount & Online Brokerage Firms
- 3/12/27: Independent Advisors (Independent Reps and/or Fee-Based Financial Advisors (RIAs))
- 3/19/27: Wealth Management Markets & Distribution Channels
- 3/26/27: Cash & Liquidity Business; Individual Securities & Capital Markets; Structured Products; and/or Cryptocurrencies (Digital Assets)
- 4/2/27: 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)
- 4/9/27: The Future of Wealth & Investment Management (& WealthTech)
- 4/16/27: Tiburon CEO Summit LII Keynote Presentation
- 4/23/27: Alternative Investments (Hedge Funds; Private Markets; and/or Real Estate) (Including Liquid Alternatives)
- 4/30/27: Wine & Spirits and/or Commodities, Metals, & Stones and/or Collectibles
- 5/7/27: The Future of Investment Management
- 5/14/27: Wealth & Investment Management Marketing & Lead Generation Strategies
- 5/21/27: Managed Account Programs
- 5/29/27: Comprehensive Financial Planning, Including Tax Planning, Marriage & Divorce Planning, College Savings, and/or Estate Planning or Specialized Topics
- 6/4/27: Insurance Products (Includes Life & Health Insurance Products and Property & Casualty Insurance Products) and/or Consumer Lending Solutions
- 6/11/27: Wealth Management Products & Services
- 6/18/27: Financial Advisor Recruiting & Break-Away Brokers
- 6/25/27: Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs)
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- 7/2/27: Wealth & Investment Management Technology & Outsourcing Strategies
- 7/9/27: Wealth & Investment Management (& WealthTech) Venture Capital
- 7/16/27: Wealth & Investment Management (& WealthTech) Mergers & Acquisitions and/or Independent Advisor Mergers & Acquisitions (Includes Private Equity)
- 7/23/27: Wealth & Investment Management (& WealthTech) Initial Public Offerings (IPOs)
- 7/30/27: Consumer Wealth: Consumers, their Money, Generational Segments, & Wealth Segments and/or Geographical, Gender, Race & Ethnic Group, & Family Status Segments
- 8/6/27: Global Institutional Markets (Workplace; Defined Contribution Plans; Defined Benefit Plans; Endowments & Foundations; Sovereign Wealth Funds)
- 8/13/27: International (Non-United States) Markets
- 8/20/27: Wealth & Investment Management Markets & Distribution Channels
- 8/27/27: Full-Service Brokerage Firms and/or Insurance Agents and/or Bank Brokers & Bank Trust Officers
- 9/3/27: Discount & Online Brokerage Firms
- 9/10/27: Independent Advisors (Independent Reps and/or Fee-Based Financial Advisors (RIAs))
- 9/17/27: Wealth Management Markets & Distribution Channels
- 9/24/27: Cash & Liquidity Business; Individual Securities & Capital Markets; Structured Products; and/or Cryptocurrencies (Digital Assets)
- 10/1/27: 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)
- 10/8/27: Alternative Investments (Hedge Funds; Private Markets; and/or Real Estate) (Including Liquid Alternatives)
- 10/15/27: Wine & Spirits and/or Commodities, Metals, & Stones and/or Collectibles
- 10/22/27: The Future of Wealth & Investment Management (& WealthTech)
- 10/29/27: Tiburon CEO Summit LIII Keynote Presentation
- 11/5/27: The Future of Investment Management
- 11/12/27: Wealth & Investment Management Marketing & Lead Generation Strategies
- 11/19/27: Managed Account Programs
- 11/26/27: Comprehensive Financial Planning, Including Tax Planning, Marriage & Divorce Planning, College Savings, and/or Estate Planning or Specialized Topics
- 12/3/27: Insurance Products (Includes Life & Health Insurance Products and Property & Casualty Insurance Products) and/or Consumer Lending Solutions
- 12/10/27: Wealth Management Products & Services
- 12/17/27: Financial Advisor Recruiting & Break-Away Brokers
- 12/24/27: Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs)
- 12/31/27: Wealth & Investment Management Technology & Outsourcing Strategies
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Tiburon Webinars
Tiburon members are also offered access to the semi-annual Tiburon Keynote Presentation Webinar, which offers all Tiburon member employees the opportunity to hear the insights of Tiburon’s managing partner on leading-edge Tiburon research topics. Tiburon’s managing partner is also willing to engage in semi-annual Tiburon Keynote Presentation Q&A sessions with qualified Tiburon CEO Summit member attendees via Zoom.
Tiburon Research Topics
Tiburon Written Research 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 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 is organized into twelve series:
Tiburon Research Process
Tiburon members and research subscribers should find Tiburon Written Research to be unbiased in its 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 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 Market Seminars
Tiburon has developed a market seminar service whereby its Managing Partner or a Tiburon research & publishing director 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. Tiburon Market Seminars are billed at the day rate of the Tiburon participant ($20,000 for its Managing Partner & $10,000 for Tiburon research & publishing directors) for Tiburon Members, and $35,000 for non-Tiburon Members, plus travel expenses. Tiburon Market Seminars can also be structured to take place in an online setting which would incur no travel expenses. Please contact Sarah Sage at SSage@TiburonAdvisors.Com to schedule a Tiburon Market Seminar.
Tiburon also provides more comprehensive advice. Please see the following links:
