Articles tagged "Wealthcare Capital Management"


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Advisor Tested: Arkovi expands and archives a firm's online footprint

Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call

November 11, 2011 — 5:09 AM UTC

Why exactly Dave Loeper and a Smith Barney/E.F Hutton legend are teaming up

Leonard Reinhart has ideas about how to market the Richmond, Va.-based firm's patented technology - and alleviate strain

October 26, 2011 — 4:55 AM 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
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