Northstar Financial Advisors v. Schwab Investments

Core Citations

OVERRULES OTHER CASE

• Scheuer v. Rhodes Krause v. Rhodes 8212 914, 72 8212 1318

REVERSED BY OTHER CASE in

• Oaktree Capital Mgmt., L.P. v. KPMG
• Cohen v. TNP 2008 Participating Notes Program, LLC
• Voss ex rel. Situated ex rel. Marvell Tech. Grp., Ltd. v. Sutardja

[See more]

• Rieckborn v. Velti PLC
• Greenwich Inv. Mgmt. v. Aegis Capital Corp.

This document cites

• Federal Cases - Orkin v. Taylor
• Federal Cases - Lopez v. Smith
• Federal Cases - 45 26 Cort v. Ash 8212 1908
• Federal Cases - Mckesson Hboc v. New York State Common Retirement
• Federal Cases - Opera Plaza Residential Parcel v. Hoang



See all quotations

• Federal Cases - Betz v. Trainer Wortham & Co., Inc.
• California - Friese v. Superior Court
• Federal Cases - Blatt v. Merrill Lynch, Pierce, Fenner & Smith Inc.
• Federal Cases - Davis & Cox v. Summa Corp.
• Federal Cases - Hunt v. Alliance North American Government Income Trust, Inc.
• Federal Cases - Lapidus v. Hecht
• Federal Cases - Olmsted v. Pruco Life Ins. Co. of New Jersey
• Federal Cases - Boise Cascade Corp. v. U.S. E.P.A.
• Federal Cases - Takeda v. Turbodyne Technologies, Inc.
• Federal Cases - W.R. Huff Asset Mgt. Co. v. Deloitte & Touche Llp
• Federal Cases - POTOMAC CAPITAL MARKETS v. Prudential-Bache, 89 Civ. 2350 (RPP).
• Federal Cases - Davis v. Scherer, 83-490
• US - Reference Stubs - Registration of investment companies
• US - Reference Stubs - Unit investment trusts
• US - Reference Stubs - Periodic payment plans
• US - Reference Stubs - Definitions; applicability; rulemaking considerations
• US - Reference Stubs - Subclassification of management companies
• US - Reference Stubs - 15 U.S.C. § 80a-13 Changes In Investment Policy