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2021 Financial Advisor Outlook Research Report
Our research report captures current trends and key factors influencing financial advisor decision making in 2021.
News
Financial Advisors Anticipate Complete Return to Normal in 2021
Advisors also shared key factors influencing their decision making in 2021 in Discovery Data’s Financial…
Podcast
2020 Financial Services Industry Trends
The Data Possible Podcast: Episode #6 With Craig Katz
Case Study
Morningstar: Advisor Insights Activate New Distribution Opportunities
Through Discovery Data’s intelligence tool and MarketLink API…
News
Discovery Data Releases Interests & Lifestyle Data
…on the financial services and insurance industries, empowering more informed conversations.
AI-Indices News
AdvisorTarget / Discovery Data
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Insights
2020 Year in Review
How will changes to the industry in 2020 impact the year ahead? Discover trends and insights including COVID-19 impact, top independent retail RIA…
News
Discovery Data Names Saleem Khan Chief Data and Analytics Officer
Khan to lead the firm’s data and analytics strategy and driving actionable insights and analytics…
Podcast
What to Expect in 2021 Following a Record Year for RIA M&A
The Data Possible Podcast: Episode #5 With Mark Bruno
AI-Indices News
AdvisorTarget / Discovery Data
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News
Discovery Data Named on Most Promising CRM Consulting/Service Companies
Our market-leading services and…
AI-Indices News
AdvisorTarget / Discovery Data
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Video
Discovery Data Launches New MarketPro Platform
Discovery Data CEO Bob Skea discusses the launch of…
News
Discovery Data Launches MarketPro, Expands Product Suite
Discovery Data announced its next generation market intelligence platform in conjunction with…