Articles tagged "Financeware"


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

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
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