Articles tagged "David Loeper"


HeadlinePublish date

Private-equity firm buys the Loeper-Wealthcare financial planning patent and big-time business execs are running with the ball

Here comes a CEO with an IPO under his belt, a Smith Barney legend and the E*TRADE baby-commercial guy

December 9, 2013 — 7:53 PM UTC

Could inStream be the Next Big Thing in RIA technology?

Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation

January 7, 2013 — 4:20 AM UTC

MoneyGuidePro back on a roll after the "blip" of being sued by Wealthcare, PIEtech's CEO says as settlement is signed

David Loeper says he's "extraordinarily pleased" but Bob Curtis echoes that sentiment and says his company's work with UBS is stronger than ever

November 9, 2012 — 5:56 PM UTC

How RIAs like Aspiriant and United Capital are working to put financial planning back at the center of financial planning firms

It's expensive, hard work, hard to charge for, difficult to deliver and adds real value

April 23, 2012 — 4:00 AM UTC

Report of a possible delay in DOL's fee disclosure rule sparks apprehension among advisors and industry observers

Advisors say they can't comply with the rule until they know what's in it but one delay could lead to another

January 5, 2012 — 3:57 PM UTC

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

Legal analysis: The chances that Wealthcare beats UBS or upends the financial planning community

The patent lawsuit could have real consequences for financial advisors

August 11, 2011 — 3:01 PM UTC
— There are no additional results —