News

D.A. Davidson has added financial advisors and opened new offices in both Colorado and Ohio. The firm’s growth has been highlighted in “D.A. Davidson expands with hires from Merrill Lynch,” an InvestmentNews article written by Sarah Min.Read the full article here.

Ecommerce giant Amazon may be affected more than most observers realize by the recent Supreme Court ruling on sales tax collections. Tom Forte, Institutional Analyst for D.A. Davidson, reveals why he believes Amazon may be vulnerable in “Amazon’s Big Weakness in the Supreme Court Sales Tax Ruling,” an article by Michelle Lodge for TheStreet.Read the full article here.

Andrew Crowell, Vice Chairman of Wealth Management for D.A. Davidson, offers two books for Financial Planning magazine’s annual list of executives’ summer reading recommendations.Read the full article here.

D.A. Davidson & Co. announced that two of its transactions, both in the technology space, have been honored with four prestigious, global M&A awards.

Portfolio Manager and municipal bond analyst Tim Iltz of D.A. Davidson has strong insights about Oregon’s local governments, their liabilities and what makes them differ. Iltz discusses bonds in the state’s Public Employees Retirement System in “How PERS liabilities vary widely across state,” an Oregon Business magazine article by Kim Moore.Read the full article here.

Financial Services Firm Adds Advisors in Three States and New Offices in Colorado, OhioD.A. Davidson & Co. today announced the addition of a new financial advisor to its wealth management office in Seattle, continuing a recent expansion by welcoming the eighth new advisor to the firm in the last 45 days. The growth also has included the opening of new offices in Colorado and Ohio.Newly joining the firm is Aron Thompson, Senior Vice President, Financial Advisor, in D.A. Davidson’s Seatt...

First Mid-Illinois Bancshare, Inc. has announced the pricing of a public offering of 947,368 shares of First Mid’s common stock at a price of $38.00 per share for anticipated gross proceeds of approximately $36 million.

D.A. Davidson & Co. announced today that municipal investment banking veterans Joe Bosch and Dan Froehlich have joined the firm’s public finance team as senior vice presidents.With more than 30 years of experience, Bosch provides investment banking services to states, municipalities, public benefit corporations and nonprofit corporations. His focus is on the capital finance requirements of public and independent sector clients in the Northeast, concentrating on services to higher ...

Changes included in the major overhaul passed by Congress in 2017 allow use of a “backdoor” approach that can benefit some high income earners as they fund Roth IRAs. Andrew Crowell, Vice Chairman of Wealth Management for D.A. Davidson, describes the strategy in “What is a backdoor Roth IRA?” written by Casey Dowd for Fox Business.Read the full article here.

Even the approval of an AT&T and Time Warner deal may not halt the strong growth and momentum of Netflix. Gil Luria, D.A. Davidson’s Director of Institutional Research, addresses Netflix’s lead in the sector in “Not Even AT&T-Time Warner Merger Approval Can Slow Netflix’s Roll,” written by Francesca Fontana for TheStreet.com.Read the full article here.