Our contributions

16 September 2024

Maurizio Primanni on Wall Street Italy: "The financial advisor must change his approach to the so-called fourth age"

In the September 2024 issue of Wall Street Italia, Massimiliano Volpe's interview with Maurizio Primanni, CEO of the Excellence Group, on 'Life goals and new Mifid questionnaires' To maintain an ad…

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09 September 2024

Maurizio Primanni on Affari & Finanza: "ETFs are simple products, but there are risks. There is a need for consultancy"

Milan, 09/09/2024 — Maurizio Prianni, CEO of the Excellence Group on Affari&Finanza  - the insert of the newspaper Repubblica - intervenes on the topic of ETFs.Journalist Adriano Bonafed…

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03 September 2024

Navigating change in organizations: compass in hand

by Elisa Monetti, Senior Training Specialist in Excellence Education Imagine walking down a familiar street, one you've walked dozens of times, and suddenly finding a new sign on a shop, never seen…

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01 August 2024

Would the AI ​​pass the OCF exam to become a Financial Advisor?

by Damiano Gasparotto and Ivan Masnari, Junior Data Scientist and Software Developer in Excellence Innovation Generative artificial intelligence is making great strides, offering more and more surp…

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10 July 2024

Maurizio Primanni on Affari & Finanza: "Lending institutions have long focused on commissions: this way they can maintain a good level of Roe"

Article by Adriano Bonafede published on 07/08/2024 on Affari e Finanza, the Repubblica insert 2023 will be remembered as a truly special year for banks and insurance companies. In fact, both have …

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26 June 2024

Maurizio Prianni on Bluerating: "More courage doesn't hurt"

One year after its presentation by the Commission (it was 24 May 2023), the omnibus Retail Investment Strategy (RIS) directive, which will reform Mifid 2, Idd, Ucits, Aifmd and Solvency 2, has not bee…

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