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Indices
Advisor Intent Trends July 2022
Despite spending a similar amount of time on each asset class, advisors’ perspective on them moved…
Indices
Advisor Intent Trends June 2022
Another wild month in markets caused some unexpected changes in the Advisor Intent Indices.
Video
Ensure Your Firm and Contact Data is Accurate and Actionable
Finding it an uphill battle to keep up with an ever-changing industry?
Podcast
Communication Strategies That Help You Stand Out
The Data Possible Podcast: Episode #18 With Clay Thompson
Indices
Advisor Intent Trends May 2022
In May, advisors continued to focus on the bear market trend from April…
Indices
Advisor Intent Trends April 2022
April saw advisor mindshare start to return to a more normal pattern…
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