Supporting a client's desire for independence and autonomy raises myriad ethical challenges when family members disagree or when there are serious questions about the clients' capacity. This session ...
Mental capacity is an area spoken about frequently among lawyers, with modern litigators becoming better acquainted with capacity issues in litigation and how to navigate them. However, there is ...
A few months ago, I facilitated a training group that included a mix of hypnotherapists and counselors. When the subject of autism came up, as it often does when discussing some of the issues our ...
This is the year of “peak 65,” with a record 4.1 million Americans poised to turn 65 in 2024 and every year through 2027. As Americans in this record surge hit retirement age, they and their advisors ...
Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...
What Issues Do Clients Bring to Advisors? What Issues Do Clients Bring to Advisors? What May Clients Not Think to Ask About? Tactics for Advisors to Use Better Manage Market Volatility No advisor ...
ProAssisting's business model for providing fractional, remote executive assistant (EA) support services was developed from more than 34 combined years of top-level EA experience by co-founders, ...
One of the biggest challenges clients face in retirement is not running out of money, it is learning how to spend it. After decades of saving and investing, many people struggle to shift gears from ...
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