UBS taps Refinitiv data for adviser workstation

The partnership builds on the $3.5 billion the wirehouse spends annually on technology investments
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Adviser managing $300 million goes indie with Raymond James

Roark Head spins off his practice from Wedbush in Fairbanks, Alaska
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Wells Fargo said to discuss sale of asset management unit

Selling the business could bring in more than $3 billion
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Are free trades next for digital advice?

Prominent digital providers have added zero-commission brokerage features in recent months — and billions in new assets
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Fundamentals of behavioral finance: Loss aversion bias

Why clients value avoiding losses more than winning gains.
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