The Tiburon CEO Summit XXI was held in October 2011 and provided the opportunity to hear about the top fundamentally important trends effecting the financial services industry. These insightful comments are quite useful as they are based on experience of Tiburon Strategic Advisors whose focus is on strategy consulting and research across the financial services industry.
Overview
Managing Partner and head of Tiburon’s consulting, Chip Roame, shared a top twelve list of the trends that will shape the future of the financial services industry. Mutual fund companies, ETF providers, hedge funds and other alternative investment providers, are the focus of Mr. Roame’s consulting. As a result, these trends are likely those that are top of mind to most investment managers and financial advisors.
Top Twelve Trends
- Movement towards fee-based pricing
- Increasing use of indexing and ETFs
- Growth of alternative investments
- Need for retirement income and longevity insurance
- Focus on product simplicity
- Use of tactical asset allocation amongst institutional investors
- Growth of independent distribution channels, such as RIAs and Independent Broker/Dealers
- Dominance of high-end advisors
- Emergence of consumer, self-serve channels in response to industry scandals
- Shifts in defined contribution business
- Use of outsourcing continuing within the industry
- Aggregation of financial advisors
What are your reactions to the trends shared at the Tiburon CEO summit?
Are there any key trends that are missing?
Share your thoughts and be sure to leave a comment below!
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10:19 am
These insightful comments are quite useful as they are based on experience of Tiburon Strategic Advisors whose focus is on strategy consulting and research across the financial services industry.