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

UHNWIs & Financial Advisory

INVESTIRE | July 2026 The Ultra-High Net Worth Individual (UHNWI) segment—comprising individuals with assets exceeding €30 million (numbering approximately 15,000 in Italy)—requires an approach that goes far beyond traditional investing. To serve this client base, financial advisor networks and major banking groups (through dedicated private

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BANKS: THE CHARGE IN FINANCIAL ADVISORS

Bluerating | July 2026 While engaged in an unprecedented wave of consolidation, Italian banks are clear on one thing: the financial advisory and wealth management market is a priority. This is evident from the public exchange offer launched by Intesa Sanpaolo, in which the networks

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ACTIVE ETFs AND “CLEAN SHARE CLASS” FUNDS: THE FUTURE OF ASSET MANAGEMENT

Fee Advisor Journal | June 2026 The investment landscape is undergoing a structural transformation. While the debate was long confined to “passive vs. active management,” the convergence of technology, cost reduction, and the pursuit of performance has today created two promising new frontiers: actively managed

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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

Downloadable documents
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