Patrick McCarthy has been named managing director
The new division will be named Raymond James Trust (Canada)
Scale is vital to the success of smaller investment dealers
Despite overall record results, some small firms struggle
The advisory firm announced a “strategic arrangement” with INFOR
The industry's top-line growth has continued steadily since 2014
Investors shouldn't be left to bring individual claims, court rules
The rating agency notes the industry's "progress in diversifying and adapting business models"
Thomas Miller and McCarthy Taylor acquisitions contribute to U.K. and Europe results
The acquisition brings more than 100 investment advisors with approximately $13.5 billion in assets