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Content tagged "Tiburon Strategic Advisors"


Tiburon Strategic Advisors

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Frank Campanale: When you find competent private bankers in almost every case they have been successful at bringing business over and growing substantially.

How Frank Campanale's heist, so to speak, of young BNY Mellon Wealth Management stars fits into a bold millennial strategy
The morphed E.F. Hutton venture that is now Lebenthal looks like anything but a retirement home for dusty old brokers from yesteryear

Thursday 8.7.14
Clayton G. Deutsch: If you know Peter Raimondi, you know we're not going to sit on cruise control.

As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four
Banyan's Peter Raimondi will lead the combined entity that could morph into a fearsome acquirer

Thursday 7.17.14
Dan Arnold: Their strategy is they're a product manufacturer that is amassing distribution to complement that product manufacturing.

How LPL's CFO answered the Cetera question at Morgan Stanley Financial's conference
Dan Arnold wrote off the Schorsch roll-up as PacLife, AIG or Jackson National reincarnated

Monday 6.16.14
Nicholas Schorsch: It wasn't what we both wanted. Fortunately or unfortunately there can only be one person in charge.

Why exactly Valerie Brown is out of a job at Cetera -- and Larry Roth is in
Nicholas Schorsch and his CEO may have differed on the way forward as Cetera's inorganic growth runs full tilt

Wednesday 5.14.14
Chip Roame: The problem is, the people with the debt aren't the same people who have the assets, so per capita we're very overleveraged.

Chip takes a 90-minute rip at wealth management at the Tiburon CEO Summit
The event's name oozes self-importance until Roame takes the stage and blasts everybody, himself included

Wednesday 10.9.13
Bernie Clark: I couldn't stress enough that if we didn't do well then our competitors would be right behind us.

A sometimes defensive Bernie Clark makes four points pertaining to Schwab's RIA custody business in an update to Wall Street
The overseer of Schwab RIAs explains the San Francisco giant's difficult-to-do-business-with reputation and the long rollout of SII

Monday 8.26.13
Mark Casady: These latest distributions underscore how far LPL Financial has come since their initial investment.

As LPL Financial braces for a share sell-off and loss of two directors, a Citi analyst says it'll be good
Hellman & Friedman will shed all of its 12.6 million shares to 'partners' and TPG will reduce holding to 17% of LPL's float

Thursday 8.15.13
Scott MacKillop, Frank Trotter and Alex Potts on the high-risk, 18-hour rim-to-river-to-rim hike

RIA leaders venture to Grand Canyon to get beneath Earth's surface -- and their own
Business bound these execs and advisors on a self-inflicted adventure, but their bonds were tested on a deeper level

Wednesday 7.3.13
Walter Bettinger: We did not expect conflict. We're not seeing it.

Some Schwab independent branches are raking in assets as much as 200% above goals, Schwab CEO says
Analysts applaud the scant data but one RIA has the opposite reaction to what Walt Bettinger said

Thursday 5.2.13
Like the almost-completed Freedom Tower, as seen from the Ritz-Carlton at Battery Park, the RIA channel continues to grow in Wall Street's backyard.

From a Wall Street perch, Chip Roame imparts wry skepticism anaerobically at Tiburon CEO Summit of 2013, spring edition
The independent channel is booming -- but objects in the mirror may still be in front of you, the Tiburon guru warns

Wednesday 4.10.13
Nicholas Gerber: By working with BlackRock, they gain scale but under their own banner.

Fidelity and BlackRock are cooking up a (de facto) de novo ETF company deep in the Rockies
The Boston giant appears to be renting the iShares first-mover advantage as a way to get big in a hurry

Thursday 3.14.13
Hoofing it from the San Fran Ritz to the Tiburon Ferry, the unlikely and distinguished foursome of Jon Jones, Mike Durbin, Tif Joyce and Skip Schweiss.

How RIAs looked the winner at the Ritz Carlton in San Fran this week
The Tiburon CEO Summit had its usual charge of energy as Walter Bettinger, Ric Edelman, Mike Durbin and Bernie Clark appeared at every turn

Thursday 10.18.12
Alex Potts: It's the biggest investment we've ever taken on.

With help from Envestnet and a former Genworth technology whiz, Loring Ward is revamping its TAMP platform
The San Jose firm is counting on competitors and former talent of competitors to make sure it spends its millions efficiently

Tuesday 5.8.12
Chip Roame sees a coming explosion of discount brokerage branches.

8 notable takeaways from the spring 2012 Tiburon CEO Summit
The breakaway movement still depends more on Wall Street's moves than Main Street's moxie

Wednesday 4.18.12
Matt Lynch: Tiburon's challenge is to find the right people to respond to the volume of inquiries that come in.

Tiburon Strategic Advisors signs on ex-IBD CEO and ex-Moss Adams consultant as it strives to meet rising demand
Matt Lynch is coming aboard with Chip Roame as a principal after heading up Capital Analysts for the past five years

Thursday 3.22.12
Rudy Adolf: We have more capital than anyone else in the (advisory-buying) industry.

Focus Financial gains access to 'huge money' -- $320 million in credit
The capital hoard positions the big aggregator to double its advised assets, one observer says

Wednesday 2.1.12
Schwab is moving Schwab Private Client completely out of its branches to a remote RIA.

Starting 2012 with a bang, Schwab will place its private client business under a new RIA
The Bay Area firm says it's making the move to avoid compliance clashes with ERISA; others say Schwab's riding the coattails of the RIA movement

Thursday 12.1.11
Scott Dell'Orfano is one of a long line of Fidelity executives internally drafted into new positions.

Fidelity is shopping for new head of sales after Scott Dell’Orfano is tapped for semi-secret mission
Dell'Orfano and his team are developing product services and technology the better to lure major RIAs

Wednesday 10.19.11
Chip Roame says to look for the wirehouses to announce halfway houses in the next 12 months.

10 things worth knowing from yesterday's Tiburon CEO Summit
Chip Roame sugarcoats nothing and it keeps 150-plus top execs on the edge of their seats

Thursday 10.13.11
TD Ameritrade Institutional is moving staff into this San Diego building as part of its growth

What's happening at RIABiz this week and why it matters
We've got our eye on TD Ameritrade's growth, do-it-yourself hedge fund analytics and two elite conferences starting Wednesday

Monday 10.10.11
Dan Arnold impressed his bosses with his recent performance.

LPL Financial names a strategy czar
The big IBD puts Dan Arnold into the newly created position

Tuesday 10.4.11
Chip Roame: Envestnet has the opportunity to dominate wealth management technology.

Envestnet and Chip Roame forge stronger tie
The large outsourcer has installed the high-profile consultant on its board of directors

Tuesday 8.16.11
Bill Dwyer: They probably just wore us down. The press just asked for more and more access.

LPL opens focus11 to reporters for first time - with provisos
With the big IBD's business mix tilting more toward RIA custody, more open media policies seem to have followed

Friday 8.5.11
John Moninger: We think we’ve struck a great balance.

LPL has a new high-margin, high accolade advisory platform but SAM's sticking around
Under Model Wealth Portfolios, the advisor stops picking investments, but they still pick strategies.

Tuesday 5.24.11
Wayne Winthrow: A philosophical shift.

After AIG presses for new deal, SEI unbundles TAMP offerings
The arrangement between the companies had endured a multi-year "dormancy"

Monday 5.23.11
Chip Roame says wirehouses can overcome their tarnished brands but may stumble on their lack of a strategy.

10 things I learned at the fall 2010 Tiburon CEO Summit
Chip Roame puts wirehouses, new regulations and the economic downturn into perspective

Wednesday 4.27.11
Scott Hanson, Skip Schweiss and Stuart DePina in New York

Eavesdropping on the Tiburon CEO Summit: A cross-advisory channel power crowd converges on Wall Street Ritz-Carlton
Leaders as diverse as Jack Bogle and Mark Casady received recognition

Wednesday 4.27.11
Barnaby Grist: "We’re big enough where we can spend a lot of money. We’re ready to show the world. We want them to come look at us."

Cetera's big fee move with a game-changing twist
Barnaby Grist has been laying the groundwork for the incentives change for a year

Friday 3.18.11
Ed Simmons has a doctorate from Harvard and a 24-year tenure with Merrill Lynch. He became an RIA on Friday.

Merrill Lynch and Bank of America cultural tension may spin out a new round of breakaways, recruiters say
A big Maine team goes to HighTower; more Merrill brokers in pipeline, says Weissbluth

Thursday 2.24.11
Walt Bettinger: The Schwab brand is under-distributed.

Schwab eyes massive branch network expansion using independent operators
Leaner concept could become dominant retail channel for big San Francisco broker

Thursday 2.10.11
Dale Brown is leading an expansion of the Financial Services Institute, the IBD's main lobbying group.

Nine things I learned as an RIA infiltrator in an IBD world
Squeezed by low-interest rates and high costs, IBD execs at FSI's OneVoice were looking to the RIA model with a little bitterness

Friday 2.4.11
Chip Roame: This round of financial advisor aggregators is far better capitalized, and has far deeper management teams – and boards of directors.

This generation of advisor aggregators puts the roll-up ghosts to bed, for now
Questions linger about what some firms will look like post-IPO or merger

Thursday 2.3.11
Shirl Penney: We wanted [the company] built to last rather than built to flip.

What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?
Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate

Monday 12.13.10
Charles "Chip" Roame's high-caliber attendees and the longevity of the Tiburon CEO Summit are making it a new standard of smaller event.

Two upcoming elite industry summits promise elbow rubbing and brainstorming par excellence
Brian Hamburger is gaining momentum with his MarketCounsel events in the wake of Chip Roame's long-term success

Tuesday 9.7.10
Kevin Crowe: We think it's a real game changer

SEI turns a big corner but Genworth is still the big asset gatherer
The top TAMP finally shows positive inflows after attracting double last year's new advisors

Monday 8.23.10
Jud Bergman: "There will be opportunities that we want to take advantage of to accelerate that growth."

How Envestnet may use its IPO to speed growth
The IPO cash positions it for capital-intensive deals and acqusitions, but the big TAMP may not be rushing in to anything

Monday 8.16.10
Bill Crager: There's real business happening in the RIA market.

[Updated] 10 reasons why the Envestnet IPO filing is for real
The platform giant has a monopolistic position and the opportunity to pull away

Thursday 7.29.10
Kristina Fausti: We've entered a new regulatory era that calls for greater transparency and accountability.

How financial reform gives the SEC new bite; plus at least five other things advisors ought to know about the legislation
The new financial world will be constructed mostly out of the public eye, as regulators begin studying 150 issues Congress punted to agencies

Monday 7.26.10
Bill Crager: We do have a very large presence in the broker-dealer market, but most of the fiduciary work we've built will be delivered to the RIA market initially.

Envestnet is honing its business model -- and message -- as it drives toward an IPO
The giant product clearinghouse is recasting itself as a purveyor of fiduciary process

Wednesday 6.30.10
Barnaby Grist: If you fit into the LPL box, that’s a great place to be, but if you like to do things your own way, you probably want to go to an environment that’s more customized to your needs.

Cetera Financial shores up its technology as it prepares to take on LPL for big hybrid RIAs
The face-lift of the old ING broker-dealers is starting with a big investment in Advent Software

Wednesday 6.23.10
Mike Apker: We want advisors to think of us as a full outsourcing partner.

Envestnet buys a company to gain an edge with Schwab RIAs
The big TAMP's purchase is a move toward more generalized outsourcing

Monday 6.14.10
Rebecca Pomering: I would not say we have outsourced. We are using them as an additional source.

Why Moss Adams signed a big contract with Fortigent
The Seattle-based RIA is looking to grow investment capabilities without adding staff

Wednesday 3.24.10
James Poer: NFP Securities has undergone a vast evolution and now aims to serve a broader market.

With Schwab [and maybe Fidelity] as custody partners, NFP is positioned to make a run at the hybrid market
If NFP IndeSuite catches on, the success could make up for some struggles on the roll-up side of the business

Friday 3.19.10
Wayne Withrow: If IBDs see us growing their advisors, that is new growth for the broker-dealer also.

SEI has a new strategy for boosting 2010 sales and an analyst calls it a 'grand slam'
The big TAMP launched a national team in January to help independent broker-dealers

Friday 3.5.10
Roger Hartley and Keith Mitchell: We are fairly eclectic in terms of the types of businesses we think we can be helpful with.

New M&A firm with Putnam Lovell alumni appears on the wealth management landscape
Mitchell Hartley straddles world of asset management and wealth management

Tuesday 2.23.10
Matt McGinness: Everyone is working harder for less

Industry consultants grow practices by taking on deadline projects
Industry stars like Inveen, Roame, McGinness and Welsh are increasing revenues by shifting gears

Friday 9.11.09
Chip Roame: "Visionary projects are gone"

Tiburon Strategic Advisors' report pegs RIAs as maturing market
The good news: 'growing up' of RIAs means bigger asset inflows

Wednesday 8.12.09

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