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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

Author Brooke Southall October 13, 2011 at 3:03 PM
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Chip Roame says to look for the wirehouses to announce halfway houses in the next 12 months.




October 13, 2011 — 5:24 PM

Our breakaway research is even more conservative than Chip’s . We believe that 80% of the advisors that breakaway will join another wirehouse and that until retention loans start to vest the breakaway pool will remain below historic averages.

Our “landing pad” goals are for 50 teams over the next 5 years.

I think the 20+ teams HighTower has recruited is very impressive

Bill Winterberg

Bill Winterberg

October 13, 2011 — 9:48 PM

Custody might be a booming business, but it’s essentially commoditized today. There’s little difference in transaction fees and product access anymore across the major custodians.

Advisors aren’t choosing custodians based on price. I suspect they’re more concerned with the quality of service they receive when they have an issue, the functionality and integration of technology offered, and the practice management resources provided.



June 25, 2014 — 9:23 PM

The Apple iPad could be synchronized using a Computer system or even a Mac, although it’s got inbuilt mono speakers. Its style is incredible due to the fact of its slender character having a thickness of 0.5 inches and relatively light weight of about one.5 pounds. Its back again is an aluminum case and it looks the portion.



June 25, 2014 — 10:55 PM

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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

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