EPISODE · May 27, 2024 · 15 MIN
Ep. 40 - Clienti più attivi, brand e app conversazionali. Con Vecchi (B.Investis) e Ronchetti (Finer)
from Seven · host ADVISOR
Con Nicola Ronchetti (Finer) e Stefano Vecchi (Banca Investis) parliamo della fusione di IW Private Investments in Fideuram e del valore dei brand, confrontiamo le principali reti di consulenza per scoprire quali puntano di più sulla “parcella” e analizziamo i nuovi comportamenti e l’asset allocation degli investitori italiani.
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Ep. 40 - Clienti più attivi, brand e app conversazionali. Con Vecchi (B.Investis) e Ronchetti (Finer)
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