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Articles tagged "WealthCare"


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

David Loeper: The '68 convertible wasn't [the biggest] priority for the client but when he was overfunded, we told him to go buy it. Then we found one for him.

Four on the floor: Items of interest to RIAs this week

Russell defines the RIA-client gap, the latest from Loeper's Wealthcare, Vanguard halves a fund fee and FOX announces a make-your-own-family-office seminar

December 8, 2011 at 6:05 AM

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