What is the data telling us? What are the indicators we should follow to really be in the know about trends in the industry and where business opportunities are presenting themselves? Our industry tracking is prepared for subscribers in informative weekly, monthly and year-to-date reports available in the online system and via email to address these questions and more on the financial services industry.
BD Rep Movement
Every year tens of thousands of reps change broker-dealer (BD) firms. Is your team staying on top of the fast-paced changes across the industry and capturing the opportunity this creates? This report provides extensive details on each rep's move, including information on the prior and new BD firms, and new rep contact data.
BD Reps Added
This report summarizes BD reps recently added to Discovery and enables you to expand your pipeline weekly. Although the reps in this report are primarily newly registered, there are cases in which the rep has been in the industry but Discovery just received their data for the first time, or an experienced rep previously de-registered was removed from Discovery and has now re-registered with another BD firm.
New BD Reps
This report isolates those reps newly registered. In most cases these reps are new to the industry, but in some cases the rep has been employed in the industry but not licensed. See which BD firms are hiring and analyze these newly registered reps further by applying your own criteria right in the online system.
RIA Firms Added
Know which investment advisory (RIA) firms were recently added to Discovery and review profiles of professionals at these RIA firms. This report primarily consists of newly formed firms, but can also include existing firms registering in accordance with new regulation (e.g. advisers to hedge funds and multi-family offices).
New RIA Firms
This report isolates newly formed RIA firms. Stay ahead of the competition and reach out to these firms before they are discovered by the rest of the industry.
Professionals at New RIA Firms
Reach out to professionals at newly formed RIA firms. These professionals may be new to the industry or experienced at either or both RIA and BD firms. Reference our Channel Change: Move to RIA report for historical data on RIA professionals who have exited the BD channel.
Channel Change: Move to RIA
Based on Discovery's historical data on the industry these professionals exited the BD channel and joined a RIA firm. Access contact information as well as prior BD firm details to help you reach out to these professionals with an overview of their prior experience.
Insurance Agents Added
This report includes insurance agents who have recently been added to Discovery so you can easily identify new business opportunities. Although the agents in this report are primarily newly licensed, there are cases in which the agent has been in the industry but Discovery just received their data for the first time, or an experienced agent previously de-registered was removed from Discovery and has now re-registered.
New Insurance Agents
This report isolates new insurance agents. Receive notice when these agents enter the industry and include or exclude them from your sales, recruiting or marketing efforts to target your program further.
Find out more about these industry tracking reports and how you can develop custom reports as a Discovery Data subscriber. Learn More