News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "David Loeper"


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

Monday 12.9.13
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

Monday 1.7.13
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

Friday 11.9.12
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

Monday 4.23.12
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

Thursday 1.5.12
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

Thursday 8.11.11
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

Thursday 8.11.11

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2014


    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Joe Mrak: Envestnet tried to get more into our market and we're going to go right after them.
33 shares
Philly buyer lays down a cool $199 million in cash to buy FolioDynamix, the better to put Envestnet firmly in its sights

Being heedless of competitors is dangerous but crying wolf has its own perils.
30 shares
Why Joe Duran is dead wrong on 2015 marking the end of the Golden Era of the RIA

Greg Friedman: In just the first six weeks of general release, we have over 80 firms and 500 users.
13 shares
At Junxure confab No. 2, Friedman kvells about his 6-week-old Cloud and announces closer ties with Pershing

Ed Murphy: It hasn't led to a pause on the part of our prospects.
9 shares
Bob Reynolds delegates the Great-West 401(k) business to old Fidelity mate after excruciating three-way choice

David J. Dunn: We like fundamental investments that have inherent value.
2 shares
How Bitcoin is penetrating RIA portfolios by looking riskier to ignore than embrace


Get the RIABiz Today
Email Alert »