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

PROTECTION AND ASSET MANAGEMENT: BANKS CLOSE RANKS

Insurance Daily | October 2024 Two recent M&A operations by UniCredit and BNP Paribas are highlighting what the most attentive market observers had predicted for some time. UniCredit, waiting to conquer Commerzbank, consolidates its position in the life sector with the double acquisition of the

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CONSULTANTS: BEHAVIORAL FINANCE IS UNDERUSED

FINER RESEARCH FOR EFPA ITALIA Il Sole 24 Ore PLUS | October 2024 Behavioral finance is for Nobel Prize winners, but not for Italian financial advisors and their clients. The research carried out by Finer for the Efpa Italia annual meeting, held in recent days

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FINANCIAL ADVICE WHEN MONEY IS NOT EVERYTHING

Investire | September 2024 The financial consultancy sector grows every year at impressive rates, both in absolute terms and compared to other neighboring sectors which show decidedly more sluggish growth trends. Considering the current market shares conquered by financial advisors – today equal to 20%

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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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