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

THE LEADER MAKES THE WINNING MOVE

Advisor | January 2025 The future of banks and networks seems to increasingly depend on the people who lead them, on their ability to possess empathetic leadership, a clear vision and to be quick and efficient in their actions, possibly anticipating changes. If we look

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FINANCIAL ADVISORY NETWORKS THE CHALLENGES OF 2025

Bluerating | January 2025   2024 was an exceptional year for financial consultancy networks: record collections, total assets and numbers of customers served. There appear to be three challenges for 2025 for a sector that is never satisfied with the results achieved but always looks

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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

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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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