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Disclosure Requirements › Fiduciary Duty › Ethics

Goodell, DeVries, Leech & Dann, LLP

Attorneys Must Clarify Their Role to Clients

Goodell, DeVries, Leech & Dann, LLP on

Earlier this year, the ABA Standing Committee on Ethics and Professional Responsibility issued Formal Opinion 514 addressing a lawyer’s obligations for advising an organizational client when the advice might also be relied...more

Fishman Haygood LLP

ABA Issues Formal Opinion for Lawyers Advising Organizational Clients Where Constituents Might Have Conflicts of Interests or Be...

Fishman Haygood LLP on

The American Bar Association (ABA) Standing Committee on Ethics and Professional Responsibility recently issued Formal Opinion 514 regarding a lawyer’s obligations when advising organizational clients. Under such...more

Eversheds Sutherland (US) LLP

Getting the full picture - The emerging best interest and fiduciary duty patchwork

Eversheds Sutherland (US) LLP on

On March 29, 2018, the Certified Financial Planner Board of Standards, Inc. (the CFP Board) adopted a revised Code of Ethics (the Code) and Standards of Conduct (the Standards) that require a certified financial planner (CFP)...more

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