Market Insight

Make better decisions for
your business.

Discovery Data Market Insight provides you with detailed historical information on the industry to help you make informed business decisions. Tap into our Discovery Data Retail Financial Services Industry Almanac™, custom research and consulting to gain a deeper understanding of what the data is telling you.

Market Insight Video

See what's included in a market insight subscription.

 
 

Our Market Insight Offering

Retail Financial Services Industry Almanac

6 hours of consulting for your business

Quarterly white papers and studies

 
 
 
 

Need access to present-day information on the financial services industry?
Check out these data subscriptions

Access four billion data points with the Almanac.

The industry has been asking for a comprehensive, definitive source for
market insight, and here it is:
the Discovery Data Retail Financial Services Industry Almanac.
With hundreds of charts and commentary grounded
in concrete data, the Almanac is a
necessity for strategic or business planning.
View Table of Contents

 
Discovery Data Retail Financial Services Industry Almanac
 
 
 

View hundreds of pages and charts with industry insights and analyses.

 
 

Channels

Broker-dealer and
investment advisory
 
 

 
 

Market Size

Over 45,000
firms and
1 million
professionals​, including active and inactive

 
 

Years Covered

The time period
between 2008 – 2015
 
 

Unlike any other industry
research study available

To help you make the best strategic decisions for your business you will have access to research built on four billion data points, and in-depth commentary and breakdowns on the entire industry rather than narrow views compiled by extrapolating from a small sampling. We cover a vast array of themes and topics such as The Move to Independent, Aging of the Advisor Population, Firm Segmentation, Rep Registration Activity and Retail RIA AUM Analysis, providing an all in one resource.

 

Learn More About Market Insight

 
 
 
Research and Consulting
 

Research and
consulting personalized
for your business.

As you identify insights in the Almanac that are important to you,
engage our research team to focus all of this data directly on
your business needs. Discovery Data's Market Insight subscription includes six hours of custom research and consulting.

 
 
Research and Consulting
 

Valuable findings
and insights
on
the marketplace.

Our white papers and studies cover a variety of topics including industry movement, timely events and analyses of specific segments of the market. Each report utilizes our present day snapshot of the industry or Discovery Data Archive™, in conjunction with over 30 years of industry expertise to present valuable findings and insights on the marketplace.

Tell me more about Market Insight.

Complete the form below to discuss a Discovery Data
Market Insight subscription with a member of our team.

 

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