SAN FRANCISCO - The investable assets of U.S. consumers have fully recovered from the financial meltdown of 2008, presenting independent wealth managers with one of the best opportunities within the financial services industry -- particularly for those who serve the wealthiest clients.

That’s the view of Chip Roame, managing partner of Tiburon Strategic Advisors, which uses research and case studies on hundreds of corporate, venture capital and private equity clients to take the current pulse of the investment industry.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access