How can we help protection move faster than exploitation for our vulnerable clients?  
This session will explore how fraud risks in wealth management and segregated funds can disproportionately affect vulnerable consumers, including older clients and clients experiencing diminished capacity, financial stress, isolation or undue influence.  Panelists will discuss how insurers, MGAs, advisors and compliance teams can identify red flags, strengthen controls around money movement, and respond appropriately to suspected exploitation.  The discussion will connect fraud prevention to segregated fund suitability, client disclosure, advisor oversight and the fair treatment of customers, with an emphasis on shared industry practices and consumer protection.