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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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ISS Closes Acquisition of Discovery Data
Discovery Data will become part of Institutional Shareholder Services’ Market Intelligence (ISS MI)…
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Fewer Licensed Reps are Managing More AUM
Report highlights rep movement, total rep population, and COVID-19 impact.
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ISS Signs Definitive Agreement to Acquire Discovery Data
Institutional Shareholder Services Inc. (ISS), a leading provider of…
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Discovery Data Releases Advisor Intent Indices
…allowing clients to understand the current pulse of advisor intent in near real-time.
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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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Discovery Data Partners With Snowflake
Clients can now leverage Snowflake’s fast, flexible, and secure data platform to consume…
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Better Tools & Recruiting Practices Key to Reaching Diversity Goals
Firms employing third-parties to achieve D&I goals reported…
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Discovery Data Releases Diversity & Inclusion Dataset
Build a culture that reflects the clients and communities you serve.
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Discovery Data Named on New Jersey Top Workplaces 2021
Awarded a Top Workplaces 2021 honor by NJ.com Top Workplaces.
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Financial Advisors Anticipate Complete Return to Normal in 2021
Advisors shared factors influencing their 2021 decision making.
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Discovery Data Releases Interests & Lifestyle Data
New dataset empowers more informed conversations with…
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Discovery Data Names Saleem Khan Chief Data and Analytics Officer
Khan to lead the firm’s data and analytics strategy and…
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Discovery Data Named on Most Promising CRM Consulting/Service Companies
Our market-leading services and…