Advisor Intent Trends

November 2021

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.

It was another very strong month for the Practice Management segment as two themes kept advisors on edge. Firstly, the announcement and associated rumors about a new version of the DOL rule which may be released in the spring. And secondly, worries over potential tax code changes in Biden's BBB bill. Fixed income saw a bit of a pullback in interest, mostly because of a moderation in anxieties over inflation. Equities continue to capture the focus of advisors as a lot of consternation over possible Fed tapering timelines manifested itself in stock indices.

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.