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

INTELLIGENT ADVICE

Bluerating | November 2024 Having always been accustomed to operating out of office and without being able to count on a branch or a physical presence in the area, financial advisors have always been the first to adopt every new thing and innovation that could

Read more...
NETWORK RECRUITMENT, THE REASONS THAT HOLD YOU BACK AND THOSE THAT PUSH YOU TO CHANGE

Advisor | September 2024   To ensure further years of success, financial advisor networks need today more than ever to retain their best professionals and at the same time attract new ones. It is therefore essential to understand what are the levers capable of retaining

Read more...
THE EXODUS IS LACKING FROM BANKER TO CONSULTANT

Bluerating | October 2024 34% of bankers declare themselves willing to consider the possibility of working as a financial consultant with an agency contract and VAT number in the main financial consultancy networks (source FINER 2024 research for ASSORETI). There are 265,000 bank employees in

Read more...

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

Downloadable documents
Discover more