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Financial advisors and household investments in Italy: confidence, knowledge and relationship

Author

Listed:
  • Massimo Caratelli,

    (Università Roma Tre)

  • Joe Capobianco

    (Ocf)

  • Nadia Linciano

    (Consob)

  • Nicola Ronchetti

    (Gfk Eurisko)

  • Paola Soccorso

    (Consob)

Abstract

The choice of the financial advisor is mainly driven by customers’confidence, along with the recommendation from the investment firm, while competences are less relevant. Empathetic skills keep being important also when defining what to expect from professionals, as availability, carefulness and reliability are the most frequently reported items after performance

Suggested Citation

  • Massimo Caratelli, & Joe Capobianco & Nadia Linciano & Nicola Ronchetti & Paola Soccorso, 2017. "Financial advisors and household investments in Italy: confidence, knowledge and relationship," BANCARIA, Bancaria Editrice, vol. 10, pages 47-53, October.
    • Handle: RePEc:ban:bancar:v:10:y:2017:m:october:p:47-53
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    File URL: http://www.bancaria.it/en/financial-advisors-and-household-investments-in-italy-confidence-knowledge-and-relationship/
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    More about this item

    JEL classification:

    • I22 - Health, Education, and Welfare - - Education - - - Educational Finance; Financial Aid
    • D10 - Microeconomics - - Household Behavior - - - General

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