Articles tagged "Dan Barry"


HeadlinePublish date

David Loeper is taking on UBS but his patent lawsuit is raising alarms in the RIA business

A pitched battle over the uniqueness of a financial planning process could result in thousands of advisors paying royalties

August 11, 2011 — 3:02 PM UTC

Advisory factions steel for end game as SEC's verdict on FINRA SRO comes down

As action moves to Congress, a flurry of meetings and Schwab's appearance

January 14, 2011 — 3:05 PM UTC

Daniel Barry takes on two big challenges: fighting for financial advisors and filling the size 15E shoes of Duane Thompson

Barry says he'll fight hard for financial planners and RIAs, but half of FPA's members hold a Series 7

July 28, 2010 — 3:12 AM UTC
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