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Financial advisors, the new keys: flexibility, technology, learning

Author

Listed:
  • Fabrizio Fornezza

    (Presidente di Eumetra Monterosa)

Abstract

Financial advisory in Italy is deeply changing and many barriers are falling. Advisors now wear different clothes: they can be employees or agents, serve different customer segments, with new needs and sensibilities. It is necessary to identify new combinations of financial advisors needs, technology and service models that optimize value for both customers and advisors

Suggested Citation

  • Fabrizio Fornezza, 2017. "Financial advisors, the new keys: flexibility, technology, learning," BANCARIA, Bancaria Editrice, vol. 7, pages 68-76, July.
    • Handle: RePEc:ban:bancar:v:07:y:2017:m:july:p:68-76
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    File URL: http://www.bancaria.it/en/financial-advisors-the-new-keys-flexibility-technology-learning/
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    More about this item

    JEL classification:

    • G01 - Financial Economics - - General - - - Financial Crises
    • G21 - Financial Economics - - Financial Institutions and Services - - - Banks; Other Depository Institutions; Micro Finance Institutions; Mortgages
    • E21 - Macroeconomics and Monetary Economics - - Consumption, Saving, Production, Employment, and Investment - - - Consumption; Saving; Wealth

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