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