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

BUSINESS CREDIT: ARE BANKS BETTER THAN FINANCIAL ADVISORY NETWORKS?

Advisor | January 2026 Among the financial advisory’s good intentions for 2026, one could include growth in the business segment, which in Italy comprises over 4 million microenterprises (fewer than 10 employees and a turnover of up to €2 million) and approximately 900,000 small businesses

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FINANCIAL ADVISORY: THE THREE CHALLENGES FOR 2026

Bluerating | January 2026  The financial advisory industry closed 2025 with yet another record in assets under management and with clients and advisors increasingly satisfied with the market, three challenges await in 2026. The first challenge is related to digitalization and integration with Artificial Intelligence.

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ETFs RHYME WITH ADVANCED ADVICE

FAJ | December 2025 The global financial landscape is undergoing a significant transformation, driven by two interconnected trends: the growth of ETFs and the parallel spread of advanced advisory models, based on a fee-based approach to financial advisors. Some findings emerge from FINER’s periodic studies

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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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