Due to popular demand, the Rep Movement Report – drawn from the industry’s most comprehensive dataset, is back! Our latest report covers: 💼 Cross and Intra-Channel Rep Movement 🌅 Rise of RIAs and Independents 🔍 Advisor Demographics Across Channels Access the Rep Movement Report here: https://hubs.li/Q02GNsY50
Discovery Data | ISS Market Intelligence
Financial Services
Eatontown, NJ 4,291 followers
Data is in our DNA.
About us
Follow ISS Market Intelligence to stay up to date on important industry events, news, and trends. Discovery Data is the leading provider of data, insights, and analytics on the firms and people driving the financial services and insurance industries across North America. Our actionable intelligence enables asset and wealth management firms, insurance companies, and service and technology providers to target opportunities and execute go-to-market initiatives more effectively. Discovery Data is part of Institutional Shareholder Services’ Market Intelligence (ISS MI) business unit. Through its combination of proprietary and integrated datasets, in-depth global research, and trusted executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy, and opportunity identification across a wide range of financial products.
- Website
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https://discoverydata.com
External link for Discovery Data | ISS Market Intelligence
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Eatontown, NJ
- Type
- Privately Held
- Founded
- 2002
Locations
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Primary
12 Christopher Way, Suite 300
Eatontown, NJ 07724, US
Employees at Discovery Data | ISS Market Intelligence
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Michael Chyzowych
Director of Product l Go-To-Market | Team Manager l Revenue Generation | 0-1 l Team Building | Digital Transformation Strategy
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Valerie Samandar
Associate Vice President ◇ Email Marketing at Discovery Data | ISS Market Intelligence
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Rick Friedrichs
SVP, Consulting Group at Discovery Data (ISS Market Intelligence)
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Jennifer Walkowiak
SVP, Consulting Group at Discovery Data
Updates
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Discovery Data | ISS Market Intelligence reposted this
The foundation of any strong organization starts with the database. Activate yours with MarketLink Cleansing: https://hubs.li/Q02z6qnW0
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Introducing private fund data for the financial services market! With insights on over 90,000 private funds including type, asset values, custodians, and administrators, ISS Market Intelligence Discovery Data MarketPro users can: 🔍 Identify private investment opportunities and execute go-to-market strategies ✨ Conduct competitor analyses using Custodian, Administrator, and Prime Broker insights 💻 Segment by Private Equity, Hedge, Real Estate, Liquidity, or Securitized Funds 📈 Increase distribution and diversify with traditional alternative investments. Learn more at https://hubs.li/Q02wzp_r0 or contact [email protected].
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Discovery Data | ISS Market Intelligence reposted this
📊 Wondering how advisors set themselves apart with clients? Personalization and service top the list. We've analyzed survey data from over 700 advisor interviews to uncover the key tools! Check out this chart that reveals the top reasons cited by advisors: level of personalization (62% of advisors selected), quality of service (65% of advisors selected), investment expertise (35% of advisors selected), and financial planning/advice expertise (56% of advisors selected). Read our recent article "ISS MI Practice Management Pulse Study: March 2024." Subscribe to our Advisor Pulse Series to stay updated on the latest information and trends from advisors: https://hubs.li/Q02tQ2ld0
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Discovery Data | ISS Market Intelligence reposted this
ISS Market Intelligence announces the addition of private funds data, including coverage of over 90,000 funds to its MarketPro platform, powered by Discovery Data. Clients now have access to the most comprehensive data on private investment funds linked to the industry’s leading source of intelligence on the firms and financial professionals that power the market. This new platform expansion creates new opportunities for users to identify growth opportunities, understand the competitive landscape, and maintain accurate fund profiles. Read more: https://hubs.li/Q02tWB6Z0
ISS MI Enhances MarketPro Platform with Private Funds Intelligence
https://insights.issgovernance.com
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Follow ISS Market Intelligence to stay up to date on important industry events, news, and trends.
📊 Wondering about the latest challenges for advisors in managing their practices and what solutions they most wish to see? We analyzed data from 700 advisor interviews to uncover their preferences! Check out the chart below to see the top ways advisors prefer to receive practice management and value-add content: one-on-one with a wholesaler/specialist (64%), webinars (49%), conferences (43%), and whitepapers/guidebooks (43%). Don't miss our latest article on the ISS MI Practice Management Pulse Study: March 2024. Stay informed on advisor insights by subscribing to our Advisor Pulse Series: https://hubs.li/Q02r_BqY0
Advisor Pulse Series
page.issmarketintelligence.com
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Discovery Data | ISS Market Intelligence reposted this
The list was developed by Wealthmanagement.com's #WMIQ research in partnership with ISS Market Intelligences' Discovery Data. Qualifying firms were limited to SEC-registered #investment advisory firms that provide #financialplanning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in #assets. Analyzing that subset of #RIAs, WMIQ ranked firms by several other metrics, including AUM growth over both one- and five-year periods, the ratio of employees to total clients, the percentage of employees with the CFP certification and average client account size, among other factors.
#RIAEdge100 🚨 #WealthManagement IQ and ISS Market Intelligences' Discovery Data have compiled a list of #RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.
RIA Edge 100: Growth by Design, Not by Default
wealthmanagement.com
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Discovery Data | ISS Market Intelligence reposted this
Introducing Branch Profiles for the Financial Services market! ISS Market Intelligence Discovery Data MarketPro users: 📝Get a detailed view of firms’ branches, including the number of representatives present at each location. 🔍Gain insight into their licenses, designations, and title categories. 🖥️Find the average age of representatives at the branch, advisor teams located within the branch, and more. Empower more precise targeting, segmentation, territory mapping, and go-to-market strategies. Learn more at https://hubs.li/Q02mxx6j0 or contact [email protected]
Financial Services Data
http://discoverydata.com
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Discovery Data | ISS Market Intelligence reposted this
🎙️MI Talk: Decoding the RIA Evolution Tune in to our latest episode to hear Goshka Folda Global Head of Research, and Dennis Gallant, Associate Director at ISS MI, discuss the evolution of the RIA market and dive into our report, "RIA Market Insights: Refining the Opportunity." Tune in now: https://hubs.li/Q02m4JHT0
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Discovery Data | ISS Market Intelligence reposted this
ISS Market Intelligence announces the release of its latest report, RIA Market Insights: Refining the Opportunity. Leveraging data from across ISS MI, including advisor sentiment and behavior survey results and in-depth qualitative interviews with asset managers, product providers, RIA practices, custodians/platform providers, wholesalers, and related industry experts, the report provides a comprehensive overview of the retail RIA, including RIA only and the hybrid RIA marketplace. Read the full press release: https://hubs.li/Q02lMKRj0
ISS Market Intelligence Report Reveals Scale as Key Driver for RIA Growth