Journal of
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Archive » November 2018 » Financial advisors and wealth management: an Italian model for private and retail investors

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

Paolo Molesini
November 2018 - n. 11
Keywords: Wealth management, consulenza, Reti
Jel codes: G23, G11, O33

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.

 

 

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