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

2025 BACK TO THE FUTURE (OF MANAGED ASSETS)

Investire | January 2025 2025 will be the year of the recovery of managed savings, the lowering of rates and the liquidity in Italians’ current accounts are a powerful detonator for savings management beyond remunerated accounts and BTPs. Ten years ago, the world of financial

Read more...
FINANCIAL ADVISOR NETWORKS AND BANKING RISIKO

Advisor | December 2024 The revolution underway in the banking world, between local and international risiko, has one primary objective, that of gaining market share in the management of savings of Italians and more generally of European citizens. This explains why the large international banks

Read more...
THE RETURN OF ASSET MANAGEMENT

Bluerating | December 2024 The progressive fall in interest rates has led all banks to put managed savings back at the center of their industrial plans. The most recent moves in the banking game and in general in the reorganization of the internal product factories

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