Excellence knowledge
Excellence knowledge
Research is one of the pillars on which the work of Excellence is based, because we firmly believe that it constitutes one of the keys that make the difference in broadening one’s professional horizons and, in return, in creating the most innovative and tailor-made solutions for our customers.
Study
“Financial advice – Abolition of retrocessions not justified by a clear superiority of model”
Managed savings – The paradox of listed networks: revenues go up but valuations go down
Wealth Management – One in three seniors prefer insurance companies to banks to buy investment products
Banks, 12 billion up in smoke but commissions are rising
New research from Excellence: “Fintech startups aspire to ESG criteria, but few put them into practice”
Knowledge & Podcast
High Net Worth Individual: a fundamental topic for Financial Advice
eTalk, the Excellence podcast is back – “ChatGPT: where are we today? And where will we arrive tomorrow? ”
Artificial Intelligence and Art: where are we?
“Influencing Choice”
Maurizio Primanni at the event “An ‘incentive’ (or not) to change financial advise”
eTalk, the Excellence podcast: “Quiet Quitting, when the working environment makes the difference”
