Massimo Scolari - FCHub

Massimo Scolari

Massimo-Scolari

Laureato in Economia presso l’Università Bocconi di Milano.
Presidente di Ascofind, Associazione delle società di consulenza finanziaria; membro onorario di Cfa Society Italy, membro del Comitato Scientifico di Academy Borsa Italiana, membro del Comitato Scientifico di Accademia Bcc e socio onorario di CFA Society Italy.
È Presidente del Consiglio di Amministrazione di CompAM Sicav e membro del Consiglio di Amministrazione di Zenit Sgr e di Classis Capital Sim.
È stato membro del Consultative Working Group – Investor Protection & Intermediaries Standing Committee dell’ ESMA.
In passato ha svolto l’attività professionale nel gruppo Banca Sella in qualità di Amministratore Delegato di Gestnord Fondi Sgr e presso la Banca d’Italia nel Nucleo Ricerca Economica regionale.

Ha pubblicato su FCHub:

Le nuove regole Sec per la consulenza finanziaria

Massimo Scolari*

17 Giugno 2019

Mercato Finanziario

Negli Stati Uniti la consulenza agli investimenti ha da sempre rappresentato un settore chiave per il mercato finanziario e per il sistema economico. Operano sul mercato ben 12.500 società di consulenza finanziaria registrate presso la SEC che forniscono il proprio servizio a 34 milioni di clienti, per un ammontare di 82.500 miliardi di dollari di...

Un restyling per la consulenza finanziaria

Massimo Scolari

17 Novembre 2014

Regolazione

Gli intermediari devono comunicare se la consulenza offerta è o meno indipendente. A stabilirlo la Mifid2. Che sceglie la via del compromesso tra le diverse osservazioni formulate. Ma solleva nuovi interrogativi, specie per coloro che decidono di prestare entrambe le forme del servizi.

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