Articles tagged "Financeware"
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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
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 at 3:01 PM
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