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Zeno Wirtz
Anlegerschutz durch Digitalisierung
Optimierung der Geeignetheitsprüfung durch den Einsatz digitaler Technologien im Rahmen der Anlageberatung
[Investor Protection through Digitisation. Optimising the Suitability Test with Digital Technologies in the Context of Investment Advice.]
2025. Approx. 528 pages. forthcoming in
April 2025
Published in German.
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Summary
The obligation to conduct a suitability test is the most important legal instrument for protecting retail investors when it comes to investment advice. Zeno Wirtz examines the question of whether the quality of suitability tests can be enhanced by using digital technologies and argues for a legal obligation to implement them.