Advisor Applications

The Description Of The Method Of Financial Advising Patented By David Loeper And Wealthcare

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U.S patent 7,765,138, filed by David Loeper in 2004 and approved a year ago, claims to have invented a new method of financial advising.  Can Loeper sue you for using this method? Yes, you bet. But instead he sued UBS, MoneyGuide Pro’s biggest customer.

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Financeware v. MoneyGuide Pro: Legal Case Isn't Going Away Anytime Too Soon

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Los Angeles patent attorney Ken Ohriner says the fact that Financeware’s patents were approved recently is a big plus in its favor.

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MoneyGuidePro "Vehemently Denies" Patent Infringement In Response To Financeware Lawsuit

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MoneyGuidePro this afternoon has issued the following statement to its users in response to Financeware lawsuit.  

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RIM BlackBerry's QNX-Based Phones Expected To Underwhelm Users

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If you were keeping your hopes up for a BlackBerry superphone running the QNX OS, you will be disappointed.

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Financeware, Alleging Patent Infringement, Sues UBS To Go After MoneyGuide Pro

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  Financeware, a wealth management system for financial advisors, yesterday issued a press release announcing it had sued UBS for patent infringement stemming from UBS’s use of MoneyGuide Pro, a financial planning software application for advisors.

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