Cryptocurrencies (Digital Assets)

A Bubble, a Universal Medium of Exchange, and/or an Emerging Asset Class?

March 23, 2023

Managed Account Programs

Continuing Emergence of Unified Managed Account (UMA) Programs, Direct Indexing, & Model Portfolios

March 16, 2023

Exchange Traded Funds (ETFs)

The Increasingly Dominant Package Product of Choice

March 9, 2023

Consumer Wealth

Consumers, their Money, Generational Segments, Wealth Segments, Geographical Segments, & Target Markets

March 2, 2023

Wealth & Investment Management
Mergers & Acquisitions

The Expected Rapid Consolidation of the Wealth & Investment Management
and WealthTech Markets
Over the Coming Three-to-Five Years

February 23, 2023

Independent Advisor
Mergers & Acquisitions

Private Equity Driving the Emergence of Two Dozen Financial Advisor Aggregators and $1.0 Trillion Assets Under Management Firms

February 16, 2023

Wealth & Investment Management
Initial Public Offerings (IPOs)

A Currently Quiet Market Today But with a Coming Wealth Management and WealthTech Firms Initial Public Offerings (IPOs) Wave

February 9, 2023

Wealth & Investment Management
Venture Capital

Substantial WealthTech Opportunities But a Challenging Capital Raising Environment

February 2, 2023

Wealth & Investment Management
Staffing & Compensation Strategies

The War for Talent and an Increasing Focus on Both Diversity, Equity, & Inclusion and Executive Compensation

January 26, 2023

Wealth & Investment Management
Technology & Outsourcing Strategies

Client Relationship Management, Financial Planning, & Portfolio Accounting Solutions Driving an Increasingly Sophisticated Technology Stack

January 19, 2023

Wealth & Investment Management
Marketing & Lead Generation Strategies

The Growing Dominance of Financial Advisor Digital Marketing & Institutional Workplace Strategies through Content Marketing, Marketing Automation, & Marketing Analytics

January 12, 2023

Institutional Markets

Substantial Markets with Fastest Growth in 401K Plans, Foundations, Corporate Cash, & Sovereign Wealth Funds

January 5, 2023

Financial Advisor Channels

Full-Service Brokerage Firms; Independent Advisors; and Discount & Online Brokerage Firms

December 29, 2022

Full-Service Brokerage Firms

Wirehouses, Other National Brokerage Firms, & Regional Brokerage Firms

December 22, 2022

Independent Advisors

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

December 15, 2022

Break-Away Brokers

The (Overstated) Trend of Captive Investment & Insurance Advisors Going Independent

December 8, 2022

Robo Advisors & Hybrid Digital Advice Providers

Some of the Fastest Organically Growing Fee-Based Financial Advisors (RIAs)

December 1, 2022

Discount & Online Brokerage Firms

Providers of App-Based Trading and/or Financial Advice

November 23, 2022

Sustainable Investing

Environmental, Social, & Governance (ESG) Investing & Impact Investing

November 17, 2022

Tiburon CEO Summit XLIII Keynote Presentation

Five Key Wealth & Investment Management Industry Trends

November 10, 2022

The Future of Wealth & Investment Management

Defining the Winning Product, Channel, & Tactical Strategies

November 3, 2022

Insurance Products

The Rapid Emergence of InsurTech & an Increasing Role for Non-Insurance Agent Financial Advisor Channels

October 27, 2022

Financial Planning

Retirement Income for Mass Affluent, Estate Planning for High Net Worth, & Tax Efficient Investing for All

October 20, 2022

Alternative Investments

Wealth Managers Increasing their Usage of Private Equity, Private Credit, & Real Estate

October 13, 2022

Wine

History, Grape Varietals, Wine Producing Regions, & Future Predictions

October 6, 2022

Index Investing

The Increasing Dominance of Exchange Traded Funds (ETFs) & the Rapid Emergence of Direct Indexing

September 15, 2022

Elections, Legislation, & Regulations

President Biden and the Securities & Exchange Commission's (SEC's) Aggressive Rulemaking Agenda, the 2022 Mid-Term Congressional Elections, and Potential Post Election Stagnation

September 1, 2022

College Planning & the College Savings Market

Planning & Paying for College

June 9, 2022

Life & Health Insurance Products

Health Care, Disability, Long-Term Care, Annuities, & Life Insurance Products

May 13, 2022