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.

Dec 2021

Practice Management

57.80
Index Level
-4.14%
Monthly Change

Commodities

0.00
Index Level
0%
Monthly Change

Equities

24.91
Index Level
-11.35%
Monthly Change

Bonds

6.88
Index Level
-17.10%
Monthly Change
Dec 31, 2021

Advisor Intent Trends December 2021

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

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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

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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Aug 31, 2021 Indices

Advisor Intent Trends August 2021

August had two highly distinct trends. The first was a dramatic rise in advisor engagement…

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Jul 31, 2021 Indices

Advisor Intent Trends July 2021

Three different themes dominated July. Firstly, Biden’s tax plans reemerged as a significant…

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Jun 30, 2021 Indices

Advisor Intent Trends June 2021

June saw a dramatic pickup in activity in the practice management space as advisor fears over…

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Want to learn more about intent data?

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