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:
Liquidity Business A $25 Trillion Assets Under Management & Administration Business with Low Fees September 5, 2024
Comprehensive Financial Planning Health Care, Retirement Income, & Longevity Planning for Mass Affluent and Tax & Estate Planning for High Net Worth Households August 29, 2024
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Consumer Wealth Consumers, their Money, Generational Segments, Wealth Segments, Geographical Segments, & Target Markets August 22, 2024
Wealth & Investment Management (Including WealthTech) A Currently Quiet Market Today But with a Coming Wealth Management and WealthTech Firms Initial Public Offerings (IPOs) Wave August 15, 2024
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Wealth & Investment Management (Including WealthTech) The Expected Rapid Consolidation of the Wealth Management, Investment Management, & WealthTech Markets Over the Coming Three-to-Five Years August 8, 2024
Wealth & Investment Management (Including WealthTech) Substantial WealthTech Opportunities But a Challenging Capital Raising Environment August 1, 2024
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Turnkey Asset Management Programs (TAMPs) The Investment Management Platforms & Marketplaces Supporting the Managed Accounts Trend July 25, 2024
Wealth & Investment Management Client Relationship Management, Financial Planning, & Portfolio Accounting Solutions Driving an Increasingly Sophisticated Technology Stack Jul 18, 2024
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Wealth & Investment Management The Growing Dominance of Digital Marketing & Institutional Workplace Strategies Leveraging Content Marketing, Marketing Automation, & Marketing Analytics July 11, 2024
International (Non-United States) Markets The Future of Wealth & Investment Management in All Non-United States Markets July 3, 2024
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Global Institutional Markets Substantial Markets, Including Retirement Plans, with Fastest Growth in Sovereign Wealth Funds, Corporate Cash, & Foundations June 27, 2024
Wealth Management Firms Full-Service Brokerage Firms; Discount & Online Brokerage Firms; and Independent Advisors June 20, 2024
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Independent Advisors Independent Reps, Fee-Only Financial Advisors (RIAs), & Dually Registered Financial Advisors June 13, 2024
Full-Service Brokerage Firms Wirehouses, Other National Brokerage Firms, & Regional Brokerage Firms, with Other National Brokerage Firms Gaining Some Share June 6, 2024
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Financial Advisor Recruiting & The Annual Broker/Dealer Change by About 5% of Financial Advisors May 30, 2024
Discount & Online Brokerage Firms Providers of Everything From App-Based Trading to Comprehensive Financial Advice May 23, 2024
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Insurance Products The Rapid Emergence of InsurTech & an Increasing Role for Non-Insurance Agent Financial Advisor Channels May 16, 2024
Sustainable Investing Environmental, Social, & Governance (ESG) Investing & Impact Investing May 9, 2024
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Wine History, Grape Varietals, Wine Producing Regions, & Future Predictions May 2, 2024
Alternative Investments Wealth Managers Increasing their Usage of Private Equity, Private Credit, & Real Estate April 25, 2024
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Exchange Traded Funds (ETFs) The Increasingly Dominant Package Product of Choice April 18, 2024
Tiburon CEO Summit XLVI United States of America April 9, 2024
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The Future of Wealth & Investment Management Defining the Winning Product, Channel, & Tactical Strategies April 4, 2024
Wealth & Investment Management The Continuing Rapid Emergence of Financial Planning, Managed Accounts, and Portfolios Emphasizing Low Cost Beta & Illiquid Alpha March 28, 2024
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Managed Account Programs Continuing Emergence of Unified Managed Account (UMA) Programs, Direct Indexing, & Model Portfolios March 21, 2024
Cryptocurrencies (Digital Assets) A Bubble, a Universal Medium of Exchange, and/or an Emerging Asset Class? March 14, 2024
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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
Wealth & Investment Management Markets & Distribution Channels Growth in the Discount & Online Brokerage Firms, Independent Advisors, and Asia Pacific Markets February 21, 2024
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Financial Advisor Succession Planning, Acquisitions, & the Sale Process Succession Planning & the Growing Acquisition Market February 7, 2024
Wealth & Investment Management The War for Talent and an Increasing Focus on Both Diversity, Equity, & Inclusion and Executive Compensation January 3, 2024
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Independent Reps A Historically Fast Growing Market Now Facing Some Headwinds, with the Leading Independent Broker/Dealers Evolving Quickly December 7, 2023
Private Markets The Rapidly Growing Businesses of Financing Private Businesses October 5, 2023
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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
Fee-Based Financial Advisors (RIAs) The Fastest Growing Financial Services Market & Distribution Channel August 24, 2023
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Robo Advisors & Hybrid Digital Advice Providers Some of the Fastest Organically Growing Fee-Based Financial Advisors (RIAs) June 1, 2023
Life & Health Insurance Products Health Care, Disability, Long-Term Care, Annuities, & Life Insurance Products May 11, 2023
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College Planning & the College Savings Market Planning & Paying for College March 30, 2023
Independent Advisor Private Equity Driving the Emergence of Two Dozen Financial Advisor Aggregators and $1.0 Trillion Assets Under Management Firms February 16, 2023
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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
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