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Insights
2022 Financial Advisor Outlook Report
Report highlights views on return to office, alternative investments, and recruiting trends…
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…
Indices
Advisor Intent Trends March 2022
March continued much of the pattern that we saw in February…
Blog
Fueling Data-Driven Success for 20 Years
For 20 years Discovery Data has provided the most accurate and trusted information…
Indices
Advisor Intent Trends February 2022
In February the combination of inflation pressure, Fed rate hikes worries, and…
Podcast
Create Better Outcomes Faster Using Intent Data
The Data Possible Podcast: Episode #15 With Craig Katz and Duncan MacDonald-Korth
Indices
Advisor Intent Trends January 2022
The Advisor Intent Indices are exactly what many might have expected for January…
Indices
Advisor Intent Trends December 2021
December had two completely dominant and notable trends. Firstly, large cap equities surged in…
News
ISS Closes Acquisition of Discovery Data
Discovery Data will become part of Institutional Shareholder Services’ Market Intelligence (ISS MI)…
Insights
2020-2021 Special Pandemic Rep Movement Report
As uncertainty took hold of the financial markets, advisors…
News
Fewer Licensed Reps are Managing More AUM
Report highlights rep movement, total rep population, and COVID-19 impact.
Blog
Meet Your DEI Goals by Connecting With More Diverse Managers
Pension managers have taken the lead in allocating their funds…