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Financial advisors and wealth management: an Italian model for private and retail investors

Author

Listed:
  • Paolo Molesini

    (Presidente Assoreti)

Abstract

Italian financial services distribution firms are developing multiple strategies, using advisors competence and technology to serve different customers. From private banking to mass market they have created different models that offer a consistent and sustainable framework

Suggested Citation

  • Paolo Molesini, 2018. "Financial advisors and wealth management: an Italian model for private and retail investors," BANCARIA, Bancaria Editrice, vol. 11, pages 82-87, November.
    • Handle: RePEc:ban:bancar:v:11:y:2018:m:november:p:82-87
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    File URL: http://www.bancaria.it/en/financial-advisors-and-wealth-management-an-italian-model-for-private-and-retail-investors/
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    More about this item

    JEL classification:

    • G23 - Financial Economics - - Financial Institutions and Services - - - Non-bank Financial Institutions; Financial Instruments; Institutional Investors
    • G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
    • O33 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Technological Change: Choices and Consequences; Diffusion Processes

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