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 ...

Clients are changing in unprecedented ways. What they need, what they value and what it takes to help them is all very different than it was just a handful of years ago. Financial advisors are ...

When working with elderly clients or dealing with aging family members, it can be challenging to balance their wishes and their desire for autonomy with the very real need to keep them safe from ...

The rise of technology in wealth management has allowed advisory clients ever-greater online access to their account information. But it's also given rise to fears that increased digital autonomy may ...

Managed by Rula Health. Your call or email may go to a representative. I hold an MSW from the University of Alabama. I have been a clinical social worker since 2018, embracing social work ideals of ...