Has anyone had difficulty from a financial advisor? My husband is still able to make overall decisions, but his financial advisor refused to change a beneficiary form for 6 weeks for him after he spoke to an attorney and changed his will, etc. The financial advisor has overstepped in the past in my opinion and then reported possible fraud on his account because I was involved in a phone conversation (I have POA). This is very frustrating when others make judgement involved in care and capacity… read more