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 ADVICE STARTING WITH ARTIFICIAL INTELLIGENCE

Bluerating | March 2025 The effects of Artificial Intelligence are being felt: the Spanish startup Tuio has caused insurance stocks to plummet on Wall Street and penalized the sector index, while Altruist has hit the shares of asset management groups. A Morgan Stanley analysis raises

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MANAGERS: THREE MISSIONS PLUS ONE

Investire | February 2026 Managers in financial advisor networks and banks have essentially three missions. The first is to act as a link between the bank’s top management and those on the front lines. This is not simply a coordination and command role, but a

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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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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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