Resources

The Latest

Podcast

The Data Possible Podcast: Episode #7

Using Total Fund Solution to Maximize Distribution Effectiveness With Brian Nelson and Joe Neuberger

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Case Study

IWI: Driving Awareness and Gaining Critical Leads

The Institute was able to reach a wider share of the market, while staying highly targeted.

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Video

Learning More About Interests & Lifestyle Data With Saleem Khan

Khan discusses how Interests & Lifestyle data impacts distribution efforts for asset managers.

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Case Study

Morningstar: Advisor Insights Activate New Distribution Opportunities

Through Discovery Data’s intelligence tool and MarketLink API…

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Insights

2021 Financial Advisor Outlook Research Report

Our research report captures current trends and key factors influencing financial advisor decision making in 2021.

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News

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…

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Podcast

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

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Video

Interests & Lifestyle Data: The Essential Prospecting Tool

Dataset provides insights such as income, charitable donations, hobbies, and wealth segments.

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News

Discovery Data Releases Interests & Lifestyle Data

…on the financial services and insurance industries, empowering more informed conversations.

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Insights

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…

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News

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…

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Podcast

The Data Possible Podcast: Episode #5

What to Expect in 2021 Following a Record Year for RIA M&A With Mark Bruno

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Podcast

The Data Possible Podcast: Episode #4

The Digital Advertising Landscape With Matt Kelly

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News

Discovery Data Named on Most Promising CRM Consulting/Service Companies

Our market-leading services and…

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