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…

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Podcast

The Data Possible Podcast: Episode #1

Why Me? Why My Firm? Why Now? With Sarano & Brooke Kelley

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Insights

2020 Rep Movement Highlights

Having insight into where financial service reps move and the trends that follow helps you better understand the marketplace…

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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.

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Video

What is AdvisorTarget? AssetTV shares Discovery Data’s latest announcement.

Discovery Data has announced…

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News

Discovery Data and AdvisorTarget Announce Partnership

…integrating predictive behavioral data signals with actionable advisor profiles to empower sales and…

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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…

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News

Discovery Data Acquires Financial Media Group

Discovery Data to provide its premium products and services to Financial Media Group clients.

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News

Discovery Data Acquires Meridian-IQ

The acquisition expands Discovery Data’s client coverage to nearly 900 institutions and over 20,000 users.

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