What does the future of wealth and investment management look like?

In this episode Chip Roame, Founder and Managing Partner of Tiburon Strategic Partners and the Tiburon CEO Summits, breaks down the top five trends he’s following in the wealth and investment management industry.

Chip also shares insight into whether these trends are here to stay, and how they should ultimately inform advisors when it comes to growing their business.

Chip discusses:

• The five trends in the investment and wealth management industry
  
• How Tiburon Strategic Partners conducts their research
  
• Why advisors should focus on Gen Xers as the most prominent investors of the future
  
• How advisors can consider other segments in their business if they want long-term growth
  
• And more
  

Resources:

• Tiburon Advisors Website
  
• Tiburon: Free Research Release   
  

Connect with Guest:

• LinkedIn – Chip Roame
  

Connect with Shannon Rosic:

• shannon.rosic@flyerft.com
  
• LinkedIn: Shannon Rosic
  
• Twitter: @ShannonRosic
  
• Flyer Financial Technologies
  
• LinkedIn: Flyer Financial Technologies
  
• Twitter: Flyer_FT
  

About our Guest: 

Chip Roame is the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits, and a leading strategic advisor to CEOs, other senior executives, & boards of directors in the wealth & investment management (and WealthTech) markets. Prior to forming Tiburon in 1998, Mr. Roame served in similar capacities, first as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation.

Mr. Roame has responsibility for all of Tiburon’s advisory, research, service, & marketing activities which keeps him on the leading edge of strategic initiatives in the industry’s fastest-growing businesses – registered investment companies (mutual funds & exchange traded funds (ETFs)), direct indexing, managed account programs, hedge funds & liquid alternatives, cryptocurrencies (digital assets), structured products, sustainable investing (ESG), financial, tax, & estate planning, annuities & life insurance, discount & online brokerage, online advice firms (robo advisors), traditional financial advisor channels, break-away brokers, the independent advisor markets, wealth management marketing & LeadGen, wealth management technology & turnkey asset management programs (TAMPs), and wealth manager succession planning & acquisitions.

Mr. Roame has been the host and keynote speaker at the semi-annual Tiburon CEO Summits since their inception in 2001, the key speaker at Tiburon’s weekly Tiburon Webinars, and is the author of over 3,000 Tiburon Written Research topics & profiles.