Journal of
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Archive » July / August 2017 » Financial advisors, the new keys: flexibility, technology, learning

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

Fabrizio Fornezza
July / August 2017 - n. 7/8
Jel codes: G01, G21, E21

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.

 

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