Two Florida planners will reduce the scope of their lawsuit against the CFP Board in a bid to protect client data. But that is not stopping the board from seeking the confidential details.
"That information is highly relevant to claims that still remain before the court," CFP Board spokesman Dan Drummond wrote in an email. "Discovery requests for client lists and related information are common in litigation where, like here, plaintiffs contend that their business relationships have been damaged."
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