Indices

Advisor Intent Trends

Discovery Data Advisor Intent Indices are the leading measure of financial advisor buying intent, tracking changes in advisor interest on specific industry topics over time.

Mar 2022

Practice Management

22.30
Index Level
15.54%
Monthly Change

Commodities

0.00
Index Level
0%
Monthly Change

Equities

39.80
Index Level
-12.35%
Monthly Change

Bonds

34.20
Index Level
7.14%
Monthly Change
Mar 31, 2022

Advisor Intent Trends March 2022

March continued much of the pattern that we saw in February…

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About Advisor Intent Indices

Advisor Intent Indices empower product distributors, recruiters, marketers, and data scientists with highly accurate first-party information on industry-level and advisor-level intent in near real-time. Co-developed by Discovery Data and AdvisorTarget, Advisor Intent Indices use a scoring model to compare advisors’ overall engagement with financial news to individual engagement, providing month-to-month trends for gauging changes in advisor interest. With a range from 0 (no interest) to 200 (overwhelming interest), the score indicates the level of interest on each topic the indices track.

Discovery Data’s website publicly tracks four Advisor Intent Indices on Practice Management, Commodities, Equities, and Bonds, and reports a monthly news summary on the changes. Clients can subscribe to Discovery Data’s Intent Trends to access Advisor Intent Indices on over 40 topics and subcategories. Custom topics are available upon request, and pre-qualified leads within each index can be delivered through Discovery Data’s Intent Signals.

Gross Pageviews

Practice Management
Commodities
Equities
Bonds

Gross Pageviews

This gross pageviews visualization illustrates the distribution of non-unique visitor pageviews of financial news summaries to help understand the relative percentage of viewership across the four main topic types we track as part of our Advisor Intent Trends.

Monthly Trends

Feb 28, 2022 Indices

Advisor Intent Trends February 2022

In February the combination of inflation pressure, Fed rate hikes worries, and…

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Jan 31, 2022 Indices

Advisor Intent Trends January 2022

The Advisor Intent Indices are exactly what many might have expected for January…

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Dec 31, 2021 Indices

Advisor Intent Trends December 2021

December had two completely dominant and notable trends. Firstly, large cap equities surged in…

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Nov 30, 2021 Indices

Advisor Intent Trends November 2021

It was another very strong month for the Practice Management segment as two themes kept advisors on…

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Oct 31, 2021 Indices

Advisor Intent Trends October 2021

While practice management held steady, fixed income took a great deal of advisor attention away from…

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Sep 30, 2021 Indices

Advisor Intent Trends September 2021

It was a wild month of advisor engagement, with a heavy concentration of attention in…

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Want to learn more about intent data?

Explore Intent Data
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