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Christine Hurt
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Sorry for the late comment. A useful set of cases might be the H.R. Block cases, where taxpayers sued H.R. Block for refund anticipation loans. I think the theory was that H.R. Block was a fiduciary for the taxpayer, so steering them toward a loan from a lender who was paying H.R. Block was a conflict of interest. But, many states said that H.R. Block wasn't the taxpayers agent, although a few did. Doctors might be seen as more of a fiduciary to the patient, but maybe not for the purpose of arranging credit? Interesting.