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

BANKING RISIKO: THE SEVEN DEADLY SINS

Bluerating | March 2025 The current banking risk seems to be affected, more than those that preceded it in 2020 between Intesa and UBI and in 2007 between Banca Intesa and Sanpaolo IMI and between UniCredit and Capitalia, by a series of sins that seem

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RISIKO: THE 4 REASONS TO STAY OR CHANGE BANK

Investire | February 2025 The ongoing risk in the banking sector – triggered by years of fat cows for the banks – is based on obvious financial reasons, lowering of rates, economies of scale and scope, but seems to overshadow the consequences on the choices

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IF THE CONSULTANT GOES TO THE BANK

Bluerating | February 2025      Of course, one swallow does not make a summer, but the fact that some financial advisors decide to leave a network to go to a so-called “traditional” bank no longer seems like a limited and isolated phenomenon, therefore it deserves

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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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