Dec 9, 2013
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
Person
David Loeper
7 articles
Articles tagged "David Loeper"
Jan 7, 2013
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
Nov 9, 2012
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
Apr 23, 2012
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
Jan 5, 2012
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
Aug 11, 2011
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
Aug 11, 2011
Legal analysis: The chances that Wealthcare beats UBS or upends the financial planning community
The patent lawsuit could have real consequences for financial advisors
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