Description
HNW clients are prime targets for account takeover, impersonation, and increasingly convincing AI-enabled scams, and a single incident can end a relationship built over decades. This roundtable examines how firms are protecting clients without adding friction, including how they layer identity verification and behavioral analytics, secure digital channels and money movement, and prepare advisors and clients to recognize social engineering. Participants will share what's working, where the gaps remain, and how to balance security with the experience clients expect.
Speakers