In 1999 Loeper, CIMA,CIMC, established Financeware, Inc. (Wealthcare Capital Management is a DBA ... managing director of strategic planning for the retail brokerage division. Drawing on these years of experience in financial services, including serving.
Launched in 1999, Financeware ... Founded in 1999, Wealthcare Capital Management is the creator of the original goals-based investment methodology invented more than 15 years ago and holds 12 patents on this proven financial planning process.
RICHMOND, Va.--(BUSINESS WIRE)--To better reflect the significant expansion of the firm’s financial advisory and wealth management services, Financeware, Inc., doing business as Wealthcare Capital Management, today announced that it has changed its name.
RICHMOND, VA and PHILADELPHIA, PA--(Marketwired - Nov 19, 2015) - Wealthcare Capital Management (www.wealthcarecapital.com), a nationally recognized wealth management firm, today introduced Financeware ... on this proven financial planning process.
UBS Financial Services Inc. is being sued for two patent infringements in a case some experts say could affect the entire financial planning industry ... investment officer of Wealthcare Capital Management. Loeper is chairman of Financeware Inc., the.
Downtown-based Wealthcare Capital Management said Thursday that it had settled its lawsuit with Powhatan competitor PIEtech and banking giant UBS Financial in a patent infringement case that questioned the definition of the act of financial planning.
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NewSpring Holdings, a private equity firm in Radnor, Pennsylvania, has inked an agreement to acquire Wealthcare Capital Management ... financial advisors or third-party financial advisory firms. Wealthcare’s businesses feature: Financeware financial.
Financeware Inc., doing business as Wealthcare Capital Management, and its intellectual property licensing arm, Wealthcare Capital Management IP LLC, argue that UBS has utilized the two patents without permission. “UBS' financial planning advice and.
Financeware Inc., the parent of Wealthcare Capital Management IP LLC ... an injunction against UBS’ use of Wealthcare’s financial advice system, which incorporates MoneyGuidePro, a financial planning program from PIE Technologies Inc. UBS spokeswoman.