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Est. 2026The front page of wealth managementNew York

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WM Brighton Jones: Keeping It Personal For the Long RunIN High-net-worth clients want more than portfolios, AssetMark study confirmsWM Views from 6,230: Why The Fed Is Wrong on StocksWSR AssetMark Research Finds Gaps In Private Wealth ServicesIN Small 401(k) balances erode after job changes, new research showsWM AssetMark Launches Private Wealth Program for AdvisorsKC Will Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)IN IPO lockup expirations put concentrated stock risk on advisors’ desksIN FINRA and SIFMA Foundation tackle youth investing knowledge gapWSR Exclusive Interview: Cambridge CEO Amy Webber: “We Aren’t Selling To LPL, Or Any Other Firm”

Discovery Data

Market-intelligence data on advisors and distribution, now part of ISS Market Intelligence.

Industry data

issmarketintelligence.com

Discovery Data supplies data on financial advisors and wealth distribution that asset managers use to size markets and target sales. ISS Market Intelligence, which absorbed it, lists platforms such as MarketPro and MarketPulse and services for recruiting advisors.

Institutional Shareholder Services bought Discovery Data from Northlane Capital Partners in a deal that closed in December 2021. ISS is part of Deutsche Boerse's ISS STOXX.

What it does

  • Advisor and distribution data
  • Market sizing
  • Advisor recruiting data
  • Data cleansing services

Coverage

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