{"id":5431,"date":"2023-05-02T11:46:13","date_gmt":"2023-05-02T11:46:13","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?p=5431"},"modified":"2023-10-11T14:26:58","modified_gmt":"2023-10-11T18:26:58","slug":"client-risk-prevention","status":"publish","type":"rbcwm_solutions","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/client-risk-prevention","title":{"rendered":"Client risk prevention"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm  rbc-hero-overlap rbc-hero-overlap-mobile rbc-overlap-zindex-1\"><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-12\"><div class=\"rbc-card rbc-hero-card rbc-hero\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>Client risk prevention<\/span><\/h1><span class=\"rbc-hero-category\"><span>Wealth planning and protection<\/span><\/span><div class=\"rbc-hero-breadcrumb link-chev-left\"><div class=\"rbc-icon mr-half\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\" style=\"color:#006ac3\"><\/i><\/div><span style=\"color:#006ac3\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/\" data-type=\"URL\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/\">Solutions<\/a><\/span><\/div><hr class=\"rbc-hero-hr hr-mini bdr-accent\"\/>\n<p>As financial fraud becomes increasingly persistent, we work alongside our clients to help protect them from further losses and future scams.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-grey rbc-block-flush-bottom rbc-block-image-bleed rbc-block-image-mobile-top content-detail has-block-grey-background-color has-background\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<p>Financial security affects everyone, and potential risks take many forms. Older and vulnerable Americans are often   targeted for fraud and exploitation. Financial exploitation costs Americans almost $3 billion each year, according to   SIMFA, the national securities trade organization.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\" id=\"h-continuously-enhancing-our-efforts-to-help-protect-and-safeguard-senior-and-vulnerable-clients-from-fraud-and-exploitation\">Continuously enhancing our efforts to help protect and safeguard senior and vulnerable clients from fraud and exploitation<\/h2>\n\n\n\n<p>At RBC Wealth Management, we\u2019re in a unique position to spot suspicious activity and red flags associated with   identity theft, fraud, scams and more. It\u2019s alarming how many ways seniors and vulnerable adults may be   victimized. Our team helps make sure you\u2019re prepared and protected.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\" id=\"h-dementia-related-financial-risk-management\">Dementia-related financial risk management<\/h2>\n\n\n\n<p>Dementia may cause adults to make costly financial mistakes, and isolated seniors may be especially vulnerable to   potential financial abuse. Have a plan, just in case, to prepare and protect your wealth and your loved ones. Our   financial advisors can work with you and your family to develop wealth plans to help manage the financial conflicts   of cognitive decline. <a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/campaign\/managing-the-financial-risk-of-dementia\" data-gc-link=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/campaign\/managing-the-financial-risk-of-dementia\">Learn more about managing      the financial risks of dementia<\/a>.<\/p>\n\n\n\n<p>RBC Wealth Management financial advisors receive training and support to identify and act quickly to help block   potential fraud or financial abuse threats. During your wealth planning process, your financial advisor may address   the following to help protect your family:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ask you to provide a trusted contact\u2014if your financial      advisor suspects you may be a victim of fraud and can\u2019t reach you, they\u2019ll contact this person<\/li>\n\n\n\n<li>Address the topic of developing an estate plan<\/li>\n\n\n\n<li>Explain the importance of identifying a power of attorney<\/li>\n\n\n\n<li>Discuss your concerns about how incapacity and cognitive      decline may affect your family<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\" id=\"h-financial-fraud-protection\">Financial fraud protection<\/h2>\n\n\n\n<p>Financial fraud ranges from stealing to improperly repurposing finances to money laundering and terrorist financing.   Anyone can be targeted by financial scams, and aging seniors and vulnerable adults are frequently targeted. With   proactive outreach, teamwork and education for your entire family, we&#8217;re committed to protecting your finances.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\" id=\"h-identity-theft-protection\">Identity theft protection<\/h2>\n\n\n\n<p>Identity theft ranges from a single fraudulent transaction to creating and accessing new accounts in the   victim\u2019s name. As the volume of these threats increases, so does the potential risk to your financial security.   That&#8217;s why RBC Wealth Management makes cybersecurity a top priority. We update and adapt our technology to combat   identity theft and promote online security. Our financial advisors can also help you take actions to safeguard your   information. <a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/cybersecurity\/\" data-gc-link=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/cybersecurity\/\">Learn more about cybersecurity<\/a>.<\/p>\n\n\n\n<p>Our <a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/legal\/fraud-scam-recovery-guide.pdf\" data-type=\"URL\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/legal\/fraud-scam-recovery-guide.pdf\" class=\"link-icon\" target=\"_blank\" rel=\"noreferrer noopener\">fraud and scam recovery guide<\/a> provides guidance on recovering from fraud, scams and identity theft. Let&#8217;s work together to help reduce your risk and give you peace of mind. <\/p>\n\n\n\n<div class=\"wp-block-rbcwm-disclaimer\"><div class=\"my-1\"><div class=\"disclaimer\">\n<p><\/p>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/04\/grandfather-with-young-grandson-on-shoulders.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div>\n<div class=\"wp-block-rbcwm-card rbc-card rbc-block-image-bleed-content rbc-block-image-bleed-content-desktop\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-card-icon c-white d-none d-lg-flex b-primary\" style=\"\"><span aria-hidden=\"true\" class=\"georgia rbc-card-icon-quote\">\u201c<\/span><\/div><div>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"rbc-display mb-1\">Anyone can become the target of financial fraud. We encourage open dialogue with our clients and arm our employees with the knowledge to recognize signs of fraud.<\/blockquote><figcaption class=\"regular\">\n<p class=\"regular\"><a href=\"\/people\/michael-armstrong\">Michael Armstrong<br><\/a>CEO of RBC Wealth Management\u2013U.S.<\/p>\n<\/figcaption><\/figure>\n<\/div><\/div><\/div><\/div>\n<\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-flush-bottom rbc-block-grey rbc-block-has-overlap rbc-block-small has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-rbc-button alignfull rbc-button-block row no-gutters align-items-end b-white blockId-f9da41cb-c73d-4532-88b5-9617141a3d9f blockId-1d6600fe-e112-4594-b1fa-5522524f984e blockId-a5fcf637-3398-43fc-a2cd-d2966a341a06 blockId-9e26292b-ba79-48f3-b44e-5a864bb979cd overlap-bottom\"><div class=\"rbc-card\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col-lg-8\"><h3 class=\"mb-0 rbc-button-block-title\"><span>Be prepared and protected<\/span><\/h3><hr class=\"hr-mini my-1-half bdr-warm-grey\"\/>\n<p class=\"paragraph-intro\">Speak with an RBC Wealth Management financial advisor about ways you can protect your wealth.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"col-lg-7\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/contact\/\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-warm-grey rbc-button-block\"><div class=\"rbc-icon rbc-button-icon-right\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-fal fa-angle-right\"><\/i><\/div><span>Contact us<\/span><\/a><\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\t\t\t<section class=\"rbc-block rbc-block-featured b-primary\" data-location_id=\"Related solutions - Article two column card list\">\n\t\t\t\t<div class=\"container\">\n\t\t\t\t\t<div>\n\t\t\t\t\t\t<header class=\"row rbc-block-header\">\n\t\t\t\t\t\t\t<div class=\"col-12\">\n\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t<h2 class=\"rbc-block-header-title col-lg-8\">Related solutions<\/h2>\n\t\t\t\t\t\t\t\t\t<div class=\"col-lg-4 rbc-block-header-cta-wrap text-lg-right text-left mb-half mb-lg-0\">\n\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\" class=\"link-chev rbc-block-header-cta wp-block-rbcwm-related-solutions-link\"><span>All solutions<\/span><div class=\"rbc-icon\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/header>\n\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t<div class=\"col-lg-12\">\n\t\t\t\t\t\t\t\t<div class=\"wrap\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card rbc-card-cta rbc-card-mb rbc-card-hover rbc-card-cta-translucent ani-card-up\">\n\t\t\t\t\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col d-flex\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row w-100 align-items-center\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"rbc-card-cta-title h5\">Wealth protection solutions<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7 rbc-card-cta-seperator\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>A customized wealth protection plan is important to help manage the risks that concern investors the most.<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/wealth-protection-solutions\" class=\"col-auto align-self-lg-center rbc-card-link-full position-static\"><span class=\"sr-only\">Wealth protection solutions<\/span><div class=\"rbc-icon rbc-card-cta-arrow fa-3x\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card rbc-card-cta rbc-card-mb rbc-card-hover rbc-card-cta-translucent ani-card-up\">\n\t\t\t\t\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col d-flex\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row w-100 align-items-center\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"rbc-card-cta-title h5\">Professional trustee services<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7 rbc-card-cta-seperator\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Access professional trustees and flexible trust capabilities to help accomplish your and your family&#8217;s estate planning and wealth transfer goals.<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/professional-trustee-services\" class=\"col-auto align-self-lg-center rbc-card-link-full position-static\"><span class=\"sr-only\">Professional trustee services<\/span><div class=\"rbc-icon rbc-card-cta-arrow fa-3x\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card rbc-card-cta rbc-card-mb rbc-card-hover rbc-card-cta-translucent ani-card-up\">\n\t\t\t\t\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col d-flex\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row w-100 align-items-center\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"rbc-card-cta-title h5\">Estate planning services<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7 rbc-card-cta-seperator\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Take control of how your assets and wealth are managed\u2014while establishing and securing your legacy\u2014with estate planning services.<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/estate-planning-services\" class=\"col-auto align-self-lg-center rbc-card-link-full position-static\"><span class=\"sr-only\">Estate planning services<\/span><div class=\"rbc-icon rbc-card-cta-arrow fa-3x\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t\t\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-flush-bottom rbc-block-grey rbc-block-has-overlap has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 class=\"wp-block-heading rbc-block-header-title col-lg-12\" id=\"h-our-insights\">Our insights<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col-lg-12\">\n\t\t\t\t<div class=\"row overlap-bottom\">\n\t\t\t\t\t\n\t\t\t\t\t\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2020\/02\/man-filing-taxes-on-laptop.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Filing your taxes: Protect yourself from fraud during tax season<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tTax strategies\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/filing-your-taxes-protect-yourself-from-fraud-during-tax-season\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t6 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Filing your taxes: Protect yourself from fraud during tax season<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2026\/04\/multi-generational-family-eating-together-3210x2140-1.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Four ways to start the conversation about your financial future<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tWealth transfer\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/four-ways-to-start-the-conversation-about-your-financial-future\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t4 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Four ways to start the conversation about your financial future<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2026\/03\/young-professional-woman-standing-outside-office-building-3210x2140-2.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Women, wealth and legacy: Three generations are redefining financial success<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tWealth planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/women-wealth-and-legacy-three-generations-are-redefining-financial-success\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t7 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Women, wealth and legacy: Three generations are redefining financial success<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-12\">\n\t\t\t\t\t\t\t<div class=\"rbc-button-block row no-gutters align-items-end rbc-block-spacer-t justify-content-end\">\n\t\t\t\t\t\t\t\t<div class=\"col-lg-5 order-1\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-secondary rbc-button-block\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"rbc-icon rbc-button-icon-right\">\n\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tBrowse more insights\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-footer-footnotes rbc-block-small has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"row wrap blockId-15f0b13c-8892-405c-99e1-3e0e98983ef8\">\n<div class=\"wp-block-rbcwm-column col-lg-12\">\n<p class=\"is-style-caption has-dark-grey-color has-text-color\"><strong>Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.<\/strong> <\/p>\n\n\n\n<p class=\"is-style-caption has-dark-grey-color has-text-color\"><strong>RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member <a href=\"https:\/\/www.nyse.com\/index\">NYSE<\/a>\/<a href=\"https:\/\/www.finra.org\/\">FINRA<\/a>\/<a href=\"https:\/\/www.sipc.org\/\">SIPC<\/a>.<\/strong><\/p>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>As risks can take many forms, we continuously enhance our efforts to help protect and safeguard vulnerable clients from fraud and exploitation.<\/p>\n","protected":false},"author":68,"featured_media":5432,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_content_owner":[],"class_list":["post-5431","rbcwm_solutions","type-rbcwm_solutions","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Client risk prevention \u2013 RBC Wealth Management\u2013U.S.<\/title>\n<meta name=\"description\" content=\"As risks can take many forms, we continuously enhance our efforts to help protect and safeguard vulnerable clients from fraud and exploitation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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