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

Unprepared to face the new world – Interview

Borsa & Finanza | April 2026 Are Italians ready for the new era of investing? Italians continue to save more than they invest. The context of growing economic and financial uncertainty is certainly not helping. Unfortunately (for Italians), the very changes underway globally, both geopolitically

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A DESTINY IN THE NAME

Advisor | April 2026     Ten years ago, CONSOB replaced the term “financial advisor” with “financial advisor authorized for off-site offerings.” Today, the goal is to make this term exclusive to protect it from misuse by individuals not authorized to practice this profession. Assoreti proposes to

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Investing Needs a Trusted Professional

WSI | Aprile 2026 Tomorrow’s wealth Financial advice is the solution to savers’ financial shortsightedness, which, without guidance, risks compromising their long-term well-being. Financial advice in Italy faces a major challenge: responding to citizens’ growing need for trust. This was the clear and powerful message

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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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