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

BANKS AND INSURANCE COMPANIES: PROFESSIONALS AT THE CENTER

Insurance Daily | October 2025 The issue of protection is becoming increasingly central for banks, whose customers increasingly desire a single point of contact for all matters relating to the realization of their projects: protection, savings management, and access to credit. 77% of Italians believe

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THREE SERVICE MODELS, ONE WINNER

Investire | July August 2025 Today, the battle for the hearts and savings of Italians involves three service models: financial advisor networks, commercial banks, and challenger banks. It’s worth noting that these three service models have, so to speak, crossed swords only relatively recently. Commercial

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Soft Skills: The Advisor’s Game Is Based on Empathy (and Teamwork)

The most sought-after skills in financial advisory are the ability to communicate across four generations and network. This evolution is evidenced by Finer data, which illustrates how the profile of the investment professional has changed. We Wealth | Settembre 2025 Financial advisors have ceased to

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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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