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Archive » October 2017 » Financial advisors and household investments in Italy: confidence, knowledge and relationship

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

Massimo Caratelli, Joe Capobianco, Nadia Linciano, Nicola Ronchetti, Paola Soccorso
October 2017 - n. 10
Jel codes: I22, D10

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.

 

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