The Data Possible Podcast: Episode #7
Using Total Fund Solution to Maximize Distribution Effectiveness With Brian Nelson and Joe Neuberger
IWI: Driving Awareness and Gaining Critical Leads
The Institute was able to reach a wider share of the market, while staying highly targeted.
Learning More About Interests & Lifestyle Data With Saleem Khan
Khan discusses how Interests & Lifestyle data impacts distribution efforts for asset managers.
Morningstar: Advisor Insights Activate New Distribution Opportunities
Through Discovery Data’s intelligence tool and MarketLink API…
2021 Financial Advisor Outlook Research Report
Our research report captures current trends and key factors influencing financial advisor decision making in 2021.
Financial Advisors Anticipate Complete Return to Normal in 2021
Advisors also shared key factors influencing their decision making in 2021 in Discovery Data’s Financial…
The Data Possible Podcast: Episode #6
2020 Year in Review: Changes to the Financial Services Industry That Will Impact the Year Ahead With Craig Katz
Interests & Lifestyle Data: The Essential Prospecting Tool
Dataset provides insights such as income, charitable donations, hobbies, and wealth segments.
Discovery Data Releases Interests & Lifestyle Data
…on the financial services and insurance industries, empowering more informed conversations.
2020 Year in Review
How will changes to the industry in 2020 impact the year ahead? Discover trends and insights including COVID-19 impact, top independent retail RIA…
Discovery Data Names Saleem Khan Chief Data and Analytics Officer
Khan to lead the firm’s data and analytics strategy and driving actionable insights and analytics…
The Data Possible Podcast: Episode #5
What to Expect in 2021 Following a Record Year for RIA M&A With Mark Bruno
The Data Possible Podcast: Episode #4
The Digital Advertising Landscape With Matt Kelly