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Ep. 40 - Clienti più attivi, brand e app conversazionali. Con Vecchi (B.Investis) e Ronchetti (Finer) episode artwork

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.

What this episode covers

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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This episode is 15 minutes long.

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This episode was published on May 27, 2024.

What is this episode about?

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...

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