Finer - research institute

We have been operating in the world of financial research for the past 20 years. And not only.

CF explorer istituto di ricerca finanziaria CF Explorer

Annual monitoring of a significant sample of the over 25.000 financial advisors with an active mandate operating in the major Italian networks.
TOP CF Explorer TOP CF Explorer

Annual monitoring of a significant sample of financial advisors with above-average portfolios and a high concentration of private clients; they represent the top 10% of FAs, managing over 30 % assets under management.

PB Explorer Private Bank Explorer

Annual monitoring of a significant sample of private bankers and wealth managers operating in the main Italian private banks, divisions or business units of large banking groups, specialized banks and networks of financial advisors.

Bank Manager Explorer Bank Manager Explorer

Annual monitoring of a significant sample of bank managers working with the segment of most affluent customers of the main banks operating in Italy.
Fund Selector Explorer Fund Selector Explorer

Annual monitoring of a significant sample of Italian fund selectors, chosen from among the most influential fund buyers, institutional investors (pension funds, insurance, provident funds).
insurance explorer Insurance Explorer

Annual monitoring of a significant sample of the key stakeholders of the insurance industry: top managers, agents, agents’ associations, sub-agents, sales managers, inspectors, brokers and end clients (corporate and private).
Finance Mirror Finance Mirror

Annual monitoring of a significant sample of Italian savers and investors (mass market, affluent, private and HNWI) whereby possible cognitive dissonances between those who invest and those who propose investments are investigated.

We believe in fair and respectful financial practices, dictated by accuracy and sustainability. Our high profile marketing research and studies target the areas of economy and finance and aim at translating results into tangible actions.

On focus News from Finer Finance Explorer

SCALABLE CONSULTING

Investire | October 2025  It’s called Scalable, a new development in the financial sector that recently hit the headlines when it became a fully-fledged bank operating in the European Union in September 2025. Scalable is a German fintech company founded in 2014 in Munich by

Read more...
PERSONAL AND BANKING AFFINITIES BEHIND THE RISIKO 

Advisor | October 2025  When UniCredit withdrew its public exchange offer (IPO) for the acquisition of Banco BPM on July 22nd, Giuseppe Castagna, head of Banco BPM, declared with a happiness that could be read on his face that after nine months of stalemate resulting

Read more...
THE CONSULTANT OF THE FUTURE

FAJ Fee Advisor Journal | September 2025 If we were to imagine what the financial advisor of the future will be like, that is, in five to ten years, it’s easy to hypothesize with reasonable certainty that he or she will be distinguished by at

Read more...

On focus News from Finer Finance Explorer

Fill Rouge

The awareness of the past helps us to better understand the present and find our way to the future.

presentazioni finer centro studi e ricerche di mercato

Institutional Research

Downloadable documents
Discover more