Resources
The Latest
Case Study
AAA: Recruiting the Right Agents
By engaging with Discovery Data’s MarketPro intelligence platform and email and call center MarketReach services, the AAA team actively…
Podcast
The Data Possible Podcast: Episode #1
Why Me? Why My Firm? Why Now? With Sarano & Brooke Kelley
Insights
2020 Rep Movement Highlights
Having insight into where financial service reps move and the trends that follow helps you better understand the marketplace…
Insights
RIA Distribution – What is the right model?
Get a comprehensive look at the anatomy of the RIA channel and the strategic advantage of inbound marketing for fund managers.
Video
What is AdvisorTarget? AssetTV shares Discovery Data’s latest announcement.
Discovery Data has announced…
News
Discovery Data and AdvisorTarget Announce Partnership
…integrating predictive behavioral data signals with actionable advisor profiles to empower sales and…
News
Discovery Data Appoints Robert Skea as Chief Executive Officer
Over a 30-year career, Skea has held a succession of executive positions leading global organizations…
News
Discovery Data Acquires Financial Media Group
Discovery Data to provide its premium products and services to Financial Media Group clients.
News
Discovery Data Acquires Meridian-IQ
The acquisition expands Discovery Data’s client coverage to nearly 900 institutions and over 20,000 users.