Apr 30, 2023 Indices
Advisor Intent Trends April 2023
April saw a moderation on many of the themes that flared up in March.
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Advisor Intent Trends
Discovery Data Advisor Intent Indices are the leading measure of financial advisor buying intent, tracking changes in advisor interest on specific industry topics over time.
May 2023
Practice Management
20
Index Level
10.49%
Monthly Change
Commodities
0.50
Index Level
-16.67%
Monthly Change
Equities
51.30
Index Level
-1.91%
Monthly Change
Bonds
23
Index Level
-6.50%
Monthly Change
May 31, 2023
Advisor Intent Trends May 2023
Advisor focus had an interesting mix of themes in May…
Read MoreAbout Advisor Intent Indices
Advisor Intent Indices empower product distributors, recruiters, marketers, and data scientists with highly accurate first-party information on industry-level and advisor-level intent in near real-time. Co-developed by Discovery Data and AdvisorTarget, Advisor Intent Indices use a scoring model to compare advisors’ overall engagement with financial news to individual engagement, providing month-to-month trends for gauging changes in advisor interest. With a range from 0 (no interest) to 200 (overwhelming interest), the score indicates the level of interest on each topic the indices track.
Discovery Data’s website publicly tracks four Advisor Intent Indices on Practice Management, Commodities, Equities, and Bonds, and reports a monthly news summary on the changes. Clients can subscribe to Discovery Data’s Intent Trends to access Advisor Intent Indices on over 40 topics and subcategories. Custom topics are available upon request, and pre-qualified leads within each index can be delivered through Discovery Data’s Intent Signals.
Gross Pageviews
Practice Management
Commodities
Equities
Bonds
May 2023
Gross Pageviews
This gross pageviews visualization illustrates the distribution of non-unique visitor pageviews of financial news summaries to help understand the relative percentage of viewership across the four main topic types we track as part of our Advisor Intent Trends.