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Protecting your Firm from the Latest Fraud Schemes

Session Speakers
Session Description

Why Attend
Recognize the current fraud threats to your firm and learn how to detect them before they harm your business and your clients. 

Session Details
Do you know the single most effective way to prevent fraud? Do you know why all first- and third-party distributions should be treated with the same scrutiny? Are you aware that clicking on the wrong attachment could hand your credentials to fraudsters, putting your client’s assets at risk? The battle against fraud is intensifying and becoming more complex by the minute. Delve into the latest fraud trends targeting advisors and their clients in a session that will help you: 

  • Understand the impact of new fraud threats to your business
  • Identify the characteristics of fraud tactics
  • Spot common red flags
  • Develop best practices for minimizing risk to your firm and clients 

Additional Information
Education Session
1h 15m