Context: The rise of AI-driven fraud has significantly impacted the financial sector, with cybercrime losses reaching a record $20.9 billion in 2025, and cryptocurrency being the most common payment channel. Financial advisors are under pressure to secure client assets against sophisticated impersonation tactics. In response, experts are advocating for the implementation of rigorous financial controls, such as verification, separation of duties, and reconciliation, to protect against AI-facilitated fraud.