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Indices
Advisor Intent Trends November 2021
It was another very strong month for the Practice Management segment as two themes kept advisors on…
Podcast
Reach New Markets Through Snowflake Data Marketplace
The Data Possible Podcast: Episode #14 With Vince Trotta
News
ISS Signs Definitive Agreement to Acquire Discovery Data
Institutional Shareholder Services Inc. (ISS), a leading provider of…
Indices
Advisor Intent Trends October 2021
While practice management held steady, fixed income took a great deal of advisor attention away from…
News
Discovery Data Releases Advisor Intent Indices
…allowing clients to understand the current pulse of advisor intent in near real-time.
Podcast
The Evolution of Insurance & Annuities
The Data Possible Podcast: Episode #13 With David Wright & Norman Bald
Indices
Advisor Intent Trends September 2021
It was a wild month of advisor engagement, with a heavy concentration of attention in…
Video
The Asset Management Distribution Roadmap
Leading industry experts explore varying levels of asset management maturity and define…
Blog
Key Milestones for Data-Driven Distribution
Learn how asset managers are driving digital advisor engagement with these three key milestones.
Video
CDO Magazine Interview With Saleem Khan
Discussion on strengthening data-driven organizations, accelerating value for data leaders, and…
News
Discovery Data Partners With SalesPage
Clients can now leverage SalesPage’s platform to consume Discovery Data insights on BD and RIA firm, advisor…
Podcast
Improving the Client Experience Using Advisor Team Data
The Data Possible Podcast: Episode #12 With John Pumphrey
Indices
Advisor Intent Trends August 2021
August had two highly distinct trends. The first was a dramatic rise in advisor engagement…
Video
Learning More About Diversity & Inclusion Data With Bob Skea
Skea discusses impact on financial services D&I initiatives.