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How Advisors Can Protect Clients From Instant Payment Fraud
By
Gino DeRango
Commentary December 27, 2024 at 04:41 PM
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What You Need To Know
- Some of the biggest digital fraud concerns today stem from individuals unknowingly, yet willingly, sending money to someone scamming them.
- The first step is educating clients.
- Advisors can work with their bank to require dual approval to release funds.
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