The Advisor Delta™

Email fraud | Red flags and prevention strategies


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Email fraud is no longer a rare occurrence—it’s a daily threat to advisors and their clients. In this episode of The Advisor Delta™, our SVP Dealer Compliance, Chief Compliance Officer unpacks how fraudsters operate, why their attacks succeed and the simple yet critical steps every advisor must take to safeguard client assets and protect their reputation. With trust on the line, you can’t afford not to! 

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The Advisor Delta™By Worldsource Wealth Management