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

YOUNG PEOPLE AND CAREER: TWO PARALLEL CONVERGENCES

Advisor| September 2023 The issue of young people and career has been holding court for years within and beyond the world of financial consultancy. Indeed, financial consultancy, as any other freelance job, has a higher entrepreneurial risk component than employee work. 77% of new graduates

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FROM FATHER TO SON

Bluerating | September 2023 Whether their bequest is made of material goods or not, the best legacy a father can leave to his son is the ability to build an independent life nourished by his teachings and exemplary life.  Material goods are indeed a necessary

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DIY AND FINANCIAL CONSULTANCY

Investire | July August 2023 ETFs, BTP Valore (i.e., long-term treasury bonds), popular investors and online trading – the temptation to DIY, bypassing financial advisors, is currently quite strong. Indeed, the army of savers ready to invest their savings firsthand shows no sign of surrender.

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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
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