Most Recent Tiburon Written Research & Webinars

Tiburon members are offered access to Tiburon Webinars which offer the unique opportunity to hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics. Tiburon Webinars are generally recorded on Thursdays and released on Fridays.

Replay recordings of these Tiburon Webinars can be accessed by clicking the links below:

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Tiburon Webinars

Insurance Products

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

May 16, 2024

Tiburon Webinars

Sustainable Investing
(Values-Based Investing)

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

May 9, 2024

Tiburon Webinars


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

May 2, 2024

Tiburon Webinars

Alternative Investments

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

April 25, 2024

Tiburon Webinars

Exchange Traded Funds (ETFs)

The Increasingly Dominant Package Product of Choice

April 18, 2024

Tiburon Webinars

Tiburon CEO Summit XLVI
Keynote Presentation

United States of America
Wealth & Investment Management
(& WealthTech) Key Trends

April 9, 2024

Tiburon Webinars

The Future of Wealth & Investment Management

Defining the Winning Product, Channel, & Tactical Strategies

April 4, 2024

Tiburon Webinars

Wealth & Investment Management
Products & Services

The Continuing Rapid Emergence of Financial Planning, Managed Accounts, and Portfolios Emphasizing Low Cost Beta & Illiquid Alpha

March 28, 2024

Tiburon Webinars

Managed Account Programs

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

March 21, 2024

Tiburon Webinars

Cryptocurrencies (Digital Assets)

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

March 14, 2024

Tiburon Webinars

Estate Planning

Leveraging Digital Accounts & Assets Access Strategies (Document Vaults); Asset Titles & Beneficiary Designations; Four Simple Estate Planning Documents; & Donor Advised Funds to Transfer Assets & Values

March 7, 2024

Tiburon Webinars

Consumer Wealth

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

February 29, 2024

Tiburon Webinars

Wealth & Investment Management Markets & Distribution Channels

Growth in the Discount & Online Brokerage Firms, Independent Advisors, and Asia Pacific Markets

February 21, 2024

Tiburon Webinars

Wealth & Investment Management (Including WealthTech)
Initial Public Offerings (IPOs)

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

February 14, 2024

Tiburon Webinars

Financial Advisor Succession Planning, Acquisitions, & the Sale Process

Succession Planning & the Growing Acquisition Market

February 7, 2024

Tiburon Webinars

Turnkey Asset Management Programs (TAMPs)
& Model Marketplaces

The Investment Management Platforms & Marketplaces Supporting the Managed Accounts Trend

January 31, 2024

Tiburon Webinars

Wealth & Investment Management (Including WealthTech)
Venture Capital

Substantial WealthTech Opportunities But a Challenging Capital Raising Environment

January 24, 2024

Tiburon Webinars

Wealth & Investment Management
Technology & Outsourcing Strategies

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

January 17, 2024

Tiburon Webinars

International (Non-United States) Markets

The Future of Wealth & Investment Management in All Non-United States Markets

January 10, 2024

Tiburon Webinars

Wealth & Investment Management
Staffing & Compensation Strategies

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

January 3, 2024

Tiburon Webinars

Wealth & Investment Management
Marketing & Lead Generation Strategies

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

December 27, 2023

Tiburon Webinars

Wealth Management Firms

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

December 20, 2023

Tiburon Webinars

Full-Service Brokerage Firms

Wirehouses, Other National Brokerage Firms, & Regional Brokerage Firms

December 14, 2023

Tiburon Webinars

Independent Reps

A Historically Fast Growing Market Now Facing Some Headwinds, with the Leading Independent Broker/Dealers Evolving Quickly

December 7, 2023

Tiburon Webinars

Financial Advisor Recruiting &
Break-Away Brokers

The Trend of Captive Investment & Insurance Advisors Going Independent

November 30, 2023

Tiburon Webinars

Discount & Online Brokerage Firms

Providers of Everything From App-Based Trading to Comprehensive Financial Advice

November 21, 2023

Tiburon Webinars

Private Markets

The Rapidly Growing Businesses of Financing Private Businesses

October 5, 2023

Tiburon Webinars

Open-End Mutual Funds

America's Historical Primary Investment Vehicle Product, But Now with $1.0 Trillion of Annual Net Outflows Across Stock, Hybrid, & Bond Open-End Mutual Funds

September 28, 2023

Tiburon Webinars

Financial Planning

Health Care, Retirement Income, & Longevity Planning for Mass Affluent and Tax & Estate Planning for High Net Worth Households

September 7, 2023

Tiburon Webinars

Fee-Based Financial Advisors (RIAs)

The Fastest Growing Financial Services Market & Distribution Channel

August 24, 2023

Tiburon Webinars

Wealth & Investment Management (Including WealthTech)
Mergers & Acquisitions

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

August 17, 2023

Tiburon Webinars

Institutional Markets

Substantial Markets with Fastest Growth in Defined Contribution Plans, Foundations, Corporate Cash, & Sovereign Wealth Funds

July 6, 2023

Tiburon Webinars

Independent Advisors

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

June 15, 2023

Tiburon Webinars

Robo Advisors & Hybrid Digital Advice Providers

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

June 1, 2023

Tiburon Webinars

Life & Health Insurance Products

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

May 11, 2023

Tiburon Webinars

College Planning & the College Savings Market

Planning & Paying for College

March 30, 2023

Tiburon Webinars

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

Tiburon Webinars

Index Investing

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

September 15, 2022

Tiburon Webinars

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

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