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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…

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Indices

Advisor Intent Trends June 2022

Another wild month in markets caused some unexpected changes in the Advisor Intent Indices.

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Video

Ensure Your Firm and Contact Data is Accurate and Actionable

Finding it an uphill battle to keep up with an ever-changing industry?

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Podcast

Communication Strategies That Help You Stand Out

The Data Possible Podcast: Episode #18 With Clay Thompson

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Indices

Advisor Intent Trends May 2022

In May, advisors continued to focus on the bear market trend from April…

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Podcast

Harnessing the Power of Data

The Data Possible Podcast: Episode #17 With Ned Dane

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Indices

Advisor Intent Trends April 2022

April saw advisor mindshare start to return to a more normal pattern…

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Insights

2022 Financial Advisor Outlook Report

Report highlights views on return to office, alternative investments, and recruiting trends…

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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…

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Podcast

The Drivers of RIA Growth

The Data Possible Podcast: Episode #16 With Mark Bruno

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Indices

Advisor Intent Trends March 2022

March continued much of the pattern that we saw in February…

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Blog

Fueling Data-Driven Success for 20 Years

For 20 years Discovery Data has provided the most accurate and trusted information…

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Indices

Advisor Intent Trends February 2022

In February the combination of inflation pressure, Fed rate hikes worries, and…

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Podcast

Create Better Outcomes Faster Using Intent Data

The Data Possible Podcast: Episode #15 With Craig Katz and Duncan MacDonald-Korth

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