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.

August 2022

Practice Management

44.20
Index Level
33.54%
Monthly Change

Commodities

1.80
Index Level
-10.00%
Monthly Change

Equities

30.60
Index Level
-21.94%
Monthly Change

Bonds

19.00
Index Level
-16.67%
Monthly Change
Aug 30, 2022

Advisor Intent Trends August 2022

The second half of the month saw a stark shift back to what we have seen most of the year…

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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

Jul 31, 2022 Indices

Advisor Intent Trends July 2022

Despite spending a similar amount of time on each asset class, advisors’ perspective on them moved…

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Jun 30, 2022 Indices

Advisor Intent Trends June 2022

Another wild month in markets caused some unexpected changes in the Advisor Intent Indices.

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May 31, 2022 Indices

Advisor Intent Trends May 2022

In May, advisors continued to focus on the bear market trend from April…

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Apr 30, 2022 Indices

Advisor Intent Trends April 2022

April saw advisor mindshare start to return to a more normal pattern…

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Mar 31, 2022 Indices

Advisor Intent Trends March 2022

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

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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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Want to learn more about intent data?

Explore Intent Data
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