Resources

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Podcast

Harnessing the Power of Data

The Data Possible Podcast: Episode #17 With Ned Dane

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Insights

2022 Financial Advisor Outlook Report

Report highlights views on return to office, alternative investments, and recruiting trends…

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News

Key Factors Influencing Financial Advisors’ Decision-Making in 2022

Financial advisors are uncertain of their plans or do not plan to return to the office…

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Podcast

The Drivers of RIA Growth

The Data Possible Podcast: Episode #16 With Mark Bruno

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Indices

Advisor Intent Trends March 2022

March continued much of the pattern that we saw in February…

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Blog

Fueling Data-Driven Success for 20 Years

For 20 years Discovery Data has provided the most accurate and trusted information…

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Indices

Advisor Intent Trends February 2022

In February the combination of inflation pressure, Fed rate hikes worries, and…

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Podcast

Create Better Outcomes Faster Using Intent Data

The Data Possible Podcast: Episode #15 With Craig Katz and Duncan MacDonald-Korth

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Indices

Advisor Intent Trends January 2022

The Advisor Intent Indices are exactly what many might have expected for January…

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Indices

Advisor Intent Trends December 2021

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

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News

ISS Closes Acquisition of Discovery Data

Discovery Data will become part of Institutional Shareholder Services’ Market Intelligence (ISS MI)…

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Insights

2020-2021 Special Pandemic Rep Movement Report

As uncertainty took hold of the financial markets, advisors…

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News

Fewer Licensed Reps are Managing More AUM

Report highlights rep movement, total rep population, and COVID-19 impact.

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Blog

Meet Your DEI Goals by Connecting With More Diverse Managers

Pension managers have taken the lead in allocating their funds…

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