Industry Tracking

Through our Industry Tracking you are in the know when it comes to movement within and amongst different channels in the financial services industry, as well as new entrants.

What is the data telling us? What are the indicators you should follow to really be in the know about trends in the financial services industry and where business opportunities are presenting themselves? Discovery analyzes its data and prepares for its subscribers easy-to-understand, informative industry tracking reports.

Rep Movement

  • In the past two years Discovery recorded over 50,000 registered representatives that changed broker-dealers. Is your team staying on top of the fast-paced changes across the industry and capturing the opportunity this creates?

New Reps

  • Target your sales and marketing efforts to newly registered representatives, see which broker-dealers are hiring and analyze these reps further.

RIAs Crossing AUM Thresholds

  • Get notified when a registered investment advisory firm changes their assets under management and crosses into your AUM range of interest or no longer fits your asset criteria. Discovery will alert you when these changes happen.

New RIAs

  • Know which registered investment advisory firms are new to the marketplace. Over the course of 2010 Discovery added 2,681 RIAs and continues to profile new firms each month. Stay ahead of the competition and reach out to these RIAs before they are discovered by the rest of the industry.

New BDs

  • Be one of the first to greet new broker-dealers and establish relationships with them. With Discovery you can track new broker-dealers as they enter the industry.

Channel Change

  • When reps move from one industry channel to another, such as from broker-dealers to registered investment advisory firms or from wirehouses to independents or from banks to regionals, it may present your firm with opportunities to offer your services. These Discovery reports keep you informed.

New Trust Companies

  • Which trust companies are new to Discovery? What are their total assets? Do they have fiduciary powers? Connect with these new trust companies to help expand your distribution.

New Insurance Agents

  • Populate your pipeline with new insurance agents. Each month Discovery will provide insight on agents who have recently entered the industry so you can easily identify new business opportunities.