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

BEHIND THE BANK RISIKO TO CONQUER ASSET MANAGEMENT

Il Sole 24 Ore | August 2025 In your research, you discuss three service models for advisory services (see the article alongside). What’s the crux of the matter? The future will be the result of the combination of digital and professionalism. Years ago, a boom

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RISIKO: AN OPPORTUNITY FOR THE BEST FINANCIAL ADVISORS

ADVISOR | July 2025 They understood it even in Frankfurt: the ECB gave its approval to this year’s public exchange offer, placing among its constraints the need to establish adequate retention policies for key professionals at the banks involved in the current risk. Professionals, whether

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FEE-BASED ADVICE: INVESTMENT DEMOCRACY

Fee Advisor Journal | June 2025 73% of private bankers and financial advisors managing private and HNWI clients agree that fee-based advice guarantees greater overall profitability than offering commission-based products. This percentage drops to 34% when the same question is posed to bank managers or

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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

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