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On focus News from Finer Finance Explorer
PRIVATE BANKING: BEWARE MILLENNIAL CLIENTS
AP Private | May-June 2021 After having assisted a client for years, any private baker who is suddenly dismissed by his client’s descendants must feel great frustration. It is one of the first rules of financial consultancy: when a patrimony is very articulated and complex
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GENERATIONAL HANDOVER: THE NEW CHALLENGE OF FINANCIAL CONSULTANCY
Bluerating | June 2021 The average age of financial advisors who assist the wealthiest client segment is 58, while their clients’ average age is 68. Over 40% of them are business owners or shareholders. Over the next 20 years, at least 800 billion euros
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COMPANIES, LITTLE-KNOWN INVESTMENTS
Daily Media | June 2021 492 billion euros: it is the amount of liquidity on the bank accounts of Italian companies in February 2021 (source: Banca d’Italia). It is an impressive figure, even more so if we consider that the increase in the amount of
Read more...On focus News from Finer Finance Explorer
Distribuzione e cliente, connessioni da analizzare
L'evoluzione del consulente finanziario
db FA Next Generation
La scelta giusta per il tuo futuro professionale
Il consulente “sostenibile”
EFPA Italia
L'importanza della cultura nella società
FINER dal 2018 unisce ai suoi impegni nelle ricerche di mercato una particolare attenzione al mondo della cultura e delle humanities.
Milano Book City 2020
A rischio? Aree di vulnerabilità e forme di resilienza
FINER Finance Explorer ospite del webinar Milano Book City. Prima e dopo Covid-19 tra storia, filosofia ed economia
FINER
Presentazione
Ricerche di mercato in ambito finanziario ed economico.
Fill Rouge
The awareness of the past helps us to better understand the present and find our way to the future.
