The advanced technologies in investment services caused particular attention in the field of investor protection. Read the Dorsum blog and see how.

Dorsum participated at the biggest FinTech event in Europe, the Money20/20 conference in Amsterdam to officially launch our newest product, My Wealth.

GDPR means stricter procedures and more frequent communication with persons whose data they use for doing business . It all sounds like additional projects and money and effort spent but are there any benefits for those institutions affected by GDPR and can this regulation be treated as opportunity?

The constantly superb digital customer experience becomes more and more important in this fast changing environment. Wealth Managers have to pay attention to provide a digital experience in every stage of the customers’ journey.

On January 3rd MiFID II has entered into force and as one of the novelties, the explicit ex-ante disclosure of all costs & charges in connection with a transaction is from now on a must.

The blog will offer a platform for professional conversation about topics such as robo-advisory, MIFID 2 regulation, disruptive technologies, machine learning, hybrid advisory, trends relating the mass affluent segment and the latest innovations of the FinTech world.