Unprecedented: How New SCOTUS Decisions Affect Financial Planners

The U.S. Supreme Court decided two historic cases that overturned many decades of precedent, with ramifications for the DOL fiduciary rule, tax rules, noncompete contracts, and more
By
Peter Parlapiano, CFP®, AEP, EA

Journal of Financial Planning: October 2024

 

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Journal: October 2024

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