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Big Trends From Tiburon: Robo Advisors, DIY and Tech Changes

Online advisors, do-it-yourselfers and technology are expected to top the agenda at this week’s Tiburon CEO Summit in New York.


The rapidly emerging online distribution channel is attracting serious venture capital, notes Chip Roame, managing partner of Tiburon Strategic Advisors, in a preview of his bi-annual “state of the industry” keynote presentation released by the consulting and research firm.


"Do-it-yourself" firms that can "combine delivery mechanisms" will be a "smart bet" going forward, Roame says. Advisory industry executives indicated at the last CEO Summit, in San Francisco in fall 2013, that substantial investments will be flowing to Big Data and mobile technology this year.


Click through to see Roame’s top six trends in financial advisory services, or read more on his presentation.-- Charles Paikert


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