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

Massimo Caratelli,, Joe Capobianco, Nadia Linciano, Nicola Ronchetti and Paola Soccorso
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Massimo Caratelli,: Università Roma Tre
Joe Capobianco: Ocf
Nadia Linciano: Consob
Nicola Ronchetti: Gfk Eurisko
Paola Soccorso: Consob

BANCARIA, 2017, vol. 10, 47-53

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

JEL-codes: D10 I22 (search for similar items in EconPapers)
Date: 2017
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Persistent link: https://EconPapers.repec.org/RePEc:ban:bancar:v:10:y:2017:m:october:p:47-53

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