[Autom. eng. transl.] Today more than ever, in the face of market turbulence, it is necessary to get information and be advised by experts to identify the "tools" that best fit our needs. But that's not enough: the expression "financial consulting" encompasses many different solutions, suitable for savers and different customers. It is therefore necessary to clarify. This is precisely the objective of the book, which defines the contents of financial consultancy, examining the thorniest issues, offering ideas and analyzing the production and distribution solutions adopted by intermediaries. The models of commercial banks, private banking structures, family offices, networks of financial advisors, independent consultants, and in-depth information on crucial variables, both legal and contractual, and relating to pricing, information technology and communication solutions, are compared. Therefore useful both for operators who seek clarity and concrete ideas on how to deliver it and for customers who want to find their way through the different solutions.
|Translated title of the contribution||[Autom. eng. transl.] Financial advice|
|Publisher||Il Sole 24 Ore|
|Number of pages||254|
|Publication status||Published - 2011|
- consulenza finanziaria, soluzioni organizzative, produttive e distributive