Resources

Advisor Intent Trends August 2023

On the back of another month of falling inflation, bonds saw their relative share of advisor attention fall.

Advisor Intent Trends July 2023

July was a great month for markets and advisors were at ease…

Advisor Intent Trends June 2023

The overall data on advisor interests is fairly similar to last month, but with one big change…

Advisor Intent Trends May 2023

Advisor focus had an interesting mix of themes in May…

Advisor Intent Trends April 2023

April saw a moderation on many of the themes that flared up in March.

Advisor Intent Trends March 2023

March was unlike any other month in the history of the index.

Advisor Intent Trends February 2023

February was a major month for both equities and bonds, driven by the higher-than-anticipated inflation…

Advisor Intent Trends January 2023

In January, the focus on bonds and equities held mostly steady, but sentiment changed remarkably.

Advisor Intent Trends December 2022

Just when tensions seemed like they might abate and return to normal, December struck.

Discovery Data’s MarketSage Tool Visualizes Trends and Markets

Advisor Intent Trends November 2022

Both equities and fixed income saw additional increases in mindshare from already high levels…

The Importance of Diversity and Inclusion in Financial Services

The Data Possible Podcast: Episode #19 With Bryan Lee & Amalia Tsiongas

Advisor Intent Trends October 2022

Bonds took center stage in October as advisors gained hope that the Fed may slow down…

Advisor Intent Trends September 2022

Given the Federal Reserve’s interest rate increases, all Bonds trended upwards in September…