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Articles tagged "David Loeper"


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Michael Askker: Of course, we're going to defend it.

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 at 7:53 PM

Zohar Swaine: InStream does not intend to limit an advisor's choice of which financial provider to use -- this key point may have been misreported or not understood by others.

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 at 4:20 AM

David Loeper: We're not a litigious firm.

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 at 5:56 PM

Sandi Bragar: I don't know how they can invest that portfolio without knowing what it's supposed to do.

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 at 4:00 AM

Terrence Morgan: It wouldn't surprise me if people are stalling and hoping that Phyllis Borzi is fired.

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 at 3:57 PM

Dave Loeper: If advisors are using our process, they need to make sure they have the appropriate rights to it.

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 at 3:02 PM

Ron Rhoades: Public policy concerns may well influence the outcome of the Wealthcare vs. UBS litigation.

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 at 3:01 PM

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