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

INSURANCE COMPANIES: KEY PLAYERS IN THE BANKING SHAKE-UP

Insurance Daily | July 2026 Last summer, the atmosphere was less heated than it is today, yet the opening phase of the banking shake-up centered on an insurance company—Generali—and subsequently its subsidiary, Banca Generali. In fact, it was a move by Generali that triggered Monte

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The financial advisor of the future: an architect of life

Bluerating | June 2026 In 2005, only 10% of financial advisors (then known as financial promoter) considered bank support and teamwork to be highly important; 90% essentially operated as independent agents. Twenty years later, the ratio has nearly reversed: 64% of financial advisors now feel

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Asset Management Companies (AMCs) and Distributors in Italy: Evolving a Strategic Relationship

Investire | April 2026  The relationship between asset management companies (AMCs) and distributors—primarily traditional banks and financial advisor networks—is the cornerstone of the distribution of investment products. It is a complex, constantly evolving strategic partnership, characterized by mutual dependence and a constant search for a

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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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