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.

April 2023

Practice Management

18.10
Index Level
18.30%
Monthly Change

Commodities

0.60
Index Level
20.00%
Monthly Change

Equities

52.30
Index Level
-14.12%
Monthly Change

Bonds

24.60
Index Level
28.80%
Monthly Change
Apr 30, 2023

Advisor Intent Trends April 2023

April saw a moderation on many of the themes that flared up in March.

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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

Mar 31, 2023 Indices

Advisor Intent Trends March 2023

March was unlike any other month in the history of the index.

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Feb 28, 2023 Indices

Advisor Intent Trends February 2023

February was a major month for both equities and bonds, driven by the higher-than-anticipated inflation…

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Jan 31, 2023 Indices

Advisor Intent Trends January 2023

In January, the focus on bonds and equities held mostly steady, but sentiment changed remarkably.

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Dec 31, 2022 Indices

Advisor Intent Trends December 2022

Just when tensions seemed like they might abate and return to normal, December struck.

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Nov 30, 2022 Indices

Advisor Intent Trends November 2022

Both equities and fixed income saw additional increases in mindshare from already high levels…

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Oct 30, 2022 Indices

Advisor Intent Trends October 2022

Bonds took center stage in October as advisors gained hope that the Fed may slow down…

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Want to learn more about intent data?

Explore Intent Data
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