Articles tagged "Dan Barry"
Headline
Publish 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 at 3:02 PM
Advisory factions steel for end game as SEC's verdict on FINRA SRO comes down
As action moves to Congress, a flurry of meetings and Schwab's appearance
January 14, 2011 at 3:05 PM
Daniel Barry takes on two big challenges: fighting for financial advisors and filling the size 15E shoes of Duane Thompson
Barry says he'll fight hard for financial planners and RIAs, but half of FPA's members hold a Series 7