Tiburon Strategic Advisors Principal Chip Roame will kick off the
firm's 10th annual CEO summit next month with an address on the state
of the financial services industry.
Roame will deliver the opening and closing remarks at the summit, commenting on how companies can approach a U.S. market that consists of 108 million households holding $17.1 trillion in investable assets and $7.5 trillion in retirement plan assets, according to Tiburon.
Roame will also note that, in a competitive playing field with more than 400,000 financial advisors, independent reps have surpassed wirehouse brokers as the largest advisor segment.
A discussion of target marketing, technology and industry consolidation will also be on the agenda, according to Tiburon.
The guest speakers at the summit will include Mark Casady, CEO of LPL Financial Services; Greg Johnson, CEO of Franklin Templeton Investments; Dave Pottruck, CEO of Red Eagle Ventures and former CEO of Charles Schwab & Company; and Norton Reamer, CEO of Asset Management Finance and former CEO of United Asset Management.
The CEO summit is scheduled for April 19-20 in San Francisco.