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

WOMEN THE SILENT MAJORITY

Advisor | June 2025 As part of the intergenerational phenomenon known as the “Great Wealth Transfer,” the largest transfer of wealth in decades, it is expected that $124 trillion will change hands globally by 2048. In most cases, these transfers occur when spouses leave money

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BANKS AND NETWORKS: PASSING THE BATON

Investire | June 2025 If until a few decades ago it was unthinkable that over 40% of private clients (with financial assets exceeding a few million euros) would rely on a financial advisor, today it is a reality. There are essentially two reasons for this

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EVOLUTION OF FINANCIAL CONSULTING

Bluerating | June 2025 Financial consulting in Italy is constantly evolving, as demonstrated by some trends that have been underway for some time, supported by some evidence. The first evidence is that the consultant’s work is increasingly a team effort, just think that today 66%

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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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