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

FINANCIAL CONSULTANCY AND INSURANCE, A MARRIAGE OF CONVENIENCE

Bluerating | November 2021 Only 25% of Italians invest and only 10% have adequate insurance coverage. On the other hand, by 2022 Italy is going to have 2.000 billion euros on current accounts. Many financial professionals mock Italians for their inadequate financial education (which is

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INSURANCE POLICIES: THE CHARGE OF FINANCIAL ADVISORS

Insurance Daily | November 2021    The annual monitoring conducted by FINER on more than 7.000 financial advisors, private bankers, bank managers, insurance agents and subagents has brought to light some unexpected data. The level of satisfaction with insurance products in field of life and

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FINANCIAL CONSULTANCY AND OPEN ARCHITECTURE: THE END OF A LOVE STORY?

ADVISOR | November 2021 The love story between financial advisors and open architecture began over fifteen years ago, celebrated in Italy with the arrival of dozens of foreign AMCs. Financial advisors could choose among a growing number of American, English, and French asset managers, in

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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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