Wine
A Weakening Wine Production & Consumption Environment
May 8, 2025

Tiburon CEO Summit XLVIII Keynote Presentation
United States of America Wealth Management (& WealthTech) Key Trends
April 29, 2025

The Future of Wealth & Investment Management
Defining the Winning Product, Channel, & Tactical Strategies
April 24, 2025

Wealth & Investment Management Markets & Distribution Channels
Continued Resilience of Full-Service Brokerage Firms and Growth in the Discount & Online Brokerage Firms, Independent Advisors, and Asia Pacific Markets
April 17, 2025

Wealth & Investment Management Products & Services
The Continuing Rapid Emergence of Financial Planning, Managed Accounts, and Portfolios Emphasizing Low Cost Beta & Illiquid Alpha (Specifically Private Markets)
April 11, 2025

Alternative Investments
Wealth Managers Increasing their Usage of 1940 Act Registered Funds and their Usage of Private Equity & Private Credit
April 3, 2025

Exchange Traded Funds (ETFs)
The Increasingly Dominant Package Product of Choice
March 27, 2025

Managed Account Programs
Continuing Emergence of Unified Managed Account (UMA) Programs, Direct Indexing, & Model Portfolios
September 12, 2024

Liquidity Business
A $27 Trillion Assets Under Management & Administration Business with Low Fees
March 13, 2025

Comprehensive Financial Planning
Health Care, Retirement Income, & Longevity Planning for Mass Affluent and Tax & Estate Planning for High Net Worth Households
March 6, 2025

Consumer Wealth
Consumers, their Money, Generational Segments, Wealth Segments, Geographical Segments, & Target Markets
February 27, 2025

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 20, 2025

Wealth & Investment Management (Including WealthTech) Mergers & Acquisitions
The Expected Rapid Consolidation of the Wealth Management, Investment Management, & WealthTech Markets Over the Coming Three-to-Five Years
February 13, 2025

Wealth & Investment Management (Including WealthTech) Venture Capital
Substantial WealthTech Opportunities But a Challenging Capital Raising Environment
February 6, 2025

Wealth & Investment Management Technology & Outsourcing Strategies
Client Relationship Management, Financial Planning, & Portfolio Accounting Solutions Driving an Increasingly Sophisticated Technology Stack
January 30, 2024

Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs)
The Investment Management Platforms, Marketplaces, & Services Supporting the Third-Party Managed Accounts Trend
January 23, 2025

Wealth & Investment Management Marketing & Lead Generation Strategies
The Growing Dominance of Digital Marketing & Institutional Workplace Strategies Leveraging Content Marketing, Marketing Automation, & Marketing Analytics
January 16, 2025

International (Non-United States) Markets
The Future of Wealth & Investment Management in All Non-United States Markets
January 9, 2025

Global Institutional Markets
Substantial Markets, Including Retirement Plans, with Fastest Growth in Sovereign Wealth Funds, Corporate Cash, & Foundations
January 2, 2025

Wealth Management Firms
Full-Service Brokerage Firms; Discount & Online Brokerage Firms; and Independent Advisors
December 26, 2024

Independent Advisors
Independent Reps, Dually Registered Financial Advisors (RIAs), & Fee-Only Financial Advisors (RIAs)
December 19, 2024

Full-Service Brokerage Firms
Wirehouses, Other National Brokerage Firms, & Regional Brokerage Firms, with Other National Brokerage Firms Gaining Some Share
December 12, 2024

Financial Advisor Recruiting & Break-Away Brokers
The Annual Broker/Dealer Change by About 5% of Financial Advisors
December 5, 2024

Discount & Online Brokerage Firms
Providers of Everything From App-Based Trading to Comprehensive Financial Advice
November 27, 2024

Lending Services
The Backbone of America's Capitalism
November 21, 2024

Sustainable Investing (Values-Based Investing)
Environmental, Social, & Governance (ESG) Investing & Impact Investing
November 14, 2024

Independent Advisor Mergers & Acquisitions
Private Equity Driving the Emergence of Two Dozen Financial Advisor Aggregators and $1.0 Trillion Assets Under Management Firms
October 3, 2024

Private Markets
The Rapidly Growing Businesses of Financing Private Businesses
September 26, 2024

Index Investing
The Increasing Dominance of Exchange Traded Funds (ETFs) & the Continuing Emergence of Personalized (Direct) Indexing
September 19, 2024

Insurance Products
The Rapid Emergence of InsurTech & an Increasing Role for Non-Insurance Agent Financial Advisor Channels
May 16, 2024

Cryptocurrencies (Digital Assets)
A Bubble, a Universal Medium of Exchange, and/or an Emerging Asset Class?
March 14, 2024

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

Financial Advisor Succession Planning, Acquisitions, & the Sale Process
Succession Planning & the Growing Acquisition Market
February 7, 2024

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

Independent Reps
A Historically Fast Growing Market Now Facing Some Headwinds, with the Leading Independent Broker/Dealers Evolving Quickly
December 7, 2023

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

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

College Planning & the College Savings Market
Planning & Paying for College
March 30, 2023

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