CONSOB Report on financial advisor-investor relationship - CONSOB AND ITS ACTIVITIES

The Report analyses the financial advisor-investor relationship, in order to capture information and cognitive distortions between financial advisors and investors.
The Report is based on a questionnaire administered to two parallel samples, made up respectively of financial advisors and investors.
Publications
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Report 2024 on financial advisor-investor relationship
Mirroring survey on sustainability and investments
Full text [PDF]
Conference, 22 November 2024
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Report 2020 on financial advisor-investor relationship
Mirroring survey on sustainability and investments
Full text [PDF]
Webinar, 14 December 2020
Report 2018 on financial advisor-investor relationship
Mirroring survey
Rapporto sulla relazione consulente-cliente [PDF] (Italian version)
Report 2017 on financial advisor-investor relationship
Mirroring survey
Rapporto sulla relazione consulente-cliente [PDF] (Italian version)