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

Paolo Molesini
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Paolo Molesini: Presidente Assoreti

BANCARIA, 2018, vol. 11, 82-87

Abstract: 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

JEL-codes: G11 G23 O33 (search for similar items in EconPapers)
Date: 2018
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