Resources

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Podcast

Reach New Markets Through Snowflake Data Marketplace

The Data Possible Podcast: Episode #14 With Vince Trotta

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News

ISS Signs Definitive Agreement to Acquire Discovery Data

Institutional Shareholder Services Inc. (ISS), a leading provider of…

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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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News

Discovery Data Releases Advisor Intent Indices

…allowing clients to understand the current pulse of advisor intent in near real-time.

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Podcast

The Importance of Insurance & Annuities in Client Portfolios

The Data Possible Podcast: Episode #13 With David Wright & Norman Bald

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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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Video

The Asset Management Distribution Roadmap

Leading industry experts explore varying levels of asset management maturity and define…

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Blog

Key Milestones for Data-Driven Distribution

Learn how asset managers are driving digital advisor engagement with these three key milestones.

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Video

CDO Magazine Interview With Saleem Khan

Discussion on strengthening data-driven organizations, accelerating value for data leaders, and…

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News

Discovery Data Partners With SalesPage

Clients can now leverage SalesPage’s platform to consume Discovery Data insights on BD and RIA firm, advisor…

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Podcast

Improving the Client Experience Using Advisor Team Data

The Data Possible Podcast: Episode #12 With John Pumphrey

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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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Video

Learning More About Diversity & Inclusion Data With Bob Skea

Skea discusses impact on financial services D&I initiatives.

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Video

Predicting Advisor Behavior Using Advanced Data Science

Surface timely, active interests specific to an individual advisor.

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