Advisor Intent Trends April 2023
April saw a moderation on many of the themes that flared up in March.
Advisor Intent Trends March 2023
March was unlike any other month in the history of the index.
Advisor Intent Trends February 2023
February was a major month for both equities and bonds, driven by the higher-than-anticipated inflation…
Advisor Intent Trends January 2023
In January, the focus on bonds and equities held mostly steady, but sentiment changed remarkably.
Advisor Intent Trends December 2022
Just when tensions seemed like they might abate and return to normal, December struck.
Advisor Intent Trends November 2022
Both equities and fixed income saw additional increases in mindshare from already high levels…
The Importance of Diversity and Inclusion in Financial Services
The Data Possible Podcast: Episode #19 With Bryan Lee & Amalia Tsiongas
Advisor Intent Trends October 2022
Bonds took center stage in October as advisors gained hope that the Fed may slow down…
Advisor Intent Trends September 2022
Given the Federal Reserve’s interest rate increases, all Bonds trended upwards in September…
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Discovery Data’s Latest Solution with MarketLink API for Insurance
This latest solution empowers clients…