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

FINANCIAL ADVISORS DESPERATELY WANTED

Advisor | February 2026 The financial advisory world could accommodate at least another 30,000 financial advisors, but they’re not available. It’s therefore crucial to attract young talent to create a pipeline that can guarantee the profession’s future. The average age of financial advisors is rising

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BANKS AT THE CROSSROADS BETWEEN NETWORKS AND CHALLENGER BANKS

Bluerating February 2025 Commercial banks have long been under intense pressure from financial advisor networks. Banks are increasingly serving as a breeding ground for new advisors: for some networks, this pool accounts for over 85% of new hires. Financial advisor networks are gaining market share

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BANKS AND CUSTOMERS. ITALIANS AND SPANIARDS ARE THE MOST LOYAL OF ALL

Plus24 | Gennaio 2026 An average of 15 years pass before a bank is changed (16 for Spanish bankers). However, Italy has a peculiarity: when changing banks, we look first and foremost at solidity. Young people, on the other hand, are the most disloyal: 91%

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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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