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Ipreo Updates its Long-Term Discovery Data Rep Movement Study, 2009 – 2014

New York – May 18, 2015 – Ipreo, a leading financial services industry provider of data and analytics on firms and professionals, has released the latest edition of its Discovery Data Rep Movement Study, updated through year-end 2014. This in-depth analysis of rep movement for the six year period of 2009 to 2014, as well as a separate analysis of the year 2014, provides key insights on the industry.

Having tracked 354,595 reps moving from one firm to another, Discovery Data is able to analyze the trends taking place in the industry, which are highlighted throughout the study including which channel is leading, which firms are gaining and losing the most reps, and which major trend is slowing.

“Every executive and recruiter needs to have this information if they want to understand the marketplace,” stated Bob Herrmann, Managing Director of the Global Asset & Wealth Management division of Ipreo. “Discovery Data Market Insight equips our clients to make strategic decisions based on historical data that no one else provides.”

Clients of Discovery Data reference this study to help with business and strategic planning throughout the year. Updates are provided quarterly and made available within Discovery Data. If requested, clients can be provided the full dataset behind this study or engage Discovery Data to conduct a custom analysis.

For more information on Discovery Data, contact 732-933-1899 or

About Ipreo

Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive institutional contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 800 employees supporting clients in every major financial center around the world. For more information, please go to

About Discovery Data

Discovery Data offers the only single view of the financial services industry with access to all BD and RIA firms, over 670,000 BD and RIA reps, 2,400 trust companies and 1.7 million insurance agents via a state-of-the-art online system, and includes comprehensive firm and professional profiles encompassing hundreds of fields of data, sophisticated search capabilities, and business intelligence capabilities to follow industry trends and mine key data. Additional services include a comprehensive data hygiene program, extensive data feeds for integration with any CRM or data warehouse, data-driven market insight and strategic guidance. Many of the world’s largest and most successful asset managers, wealth managers, clearing firms, insurance companies and service providers rely on Discovery’s data and services to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States. For more information, please go to


Press Contacts:

  • For Ipreo
  • Kate McKay
  • Managing Director, Global Marketing & Communications
  • 212.849.5060


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