Advisor focus had an interesting mix of themes in May. While many of the trends from April continued, including slow but steady decreases in large cap equities and broad fixed income, new ones also emerged. For example, advisors were significantly more interested in technology stocks this month than they have been in over a year, largely stemming from decreasing worries about rate hikes and inflation. Further, practice management received more attention alongside the equity market being less volatile.

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.

Contact us to learn how Discovery Data can empower your teams with financial advisor intent data.