Jul 31, 2023 Indices
Advisor Intent Trends July 2023
July was a great month for markets and advisors were at ease…
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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.
August 2023
Practice Management
25.20
Index Level
9.091%
Monthly Change
Commodities
0.10
Index Level
-90.91%
Monthly Change
Equities
44.20
Index Level
-2.282%
Monthly Change
Bonds
24.40
Index Level
1.245%
Monthly Change
Aug 31, 2023
Advisor Intent Trends August 2023
On the back of another month of falling inflation, bonds saw their relative share of advisor attention fall.
Read MoreAbout 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
August 2023
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.