News

D.A. Davidson & Co. announced today that it has served as exclusive financial advisor to Convergence Training in its sale to Vector Solutions.

Expansion in Colorado Continues with Addition of Experienced Financial AdvisorsD.A. Davidson & Co. announced today the opening of a new wealth management office in Colorado Springs, welcoming a team that has served the local community for more than 35 years.The McCarty, Brown & Eden Financial Advisor Group, comprised of five experienced financial advisors and their support staff members, has been entrusted with approximately $380 million in client assets. We are pleased to strengthe...

Springfield, Missouri-based Springfield Bancshares, Inc. and its wholly owned subsidiary, SFC Bank, have announced the signing of a definitive agreement to merge with QCR Holding, Inc. (NASDAQ: QCRH).

Amazon continues to strengthen its own shipping processes, making it less reliant on the U.S. Postal Service, D.A. Davidson Institutional Analyst Tom Forte said. Forte outlines his beliefs in “Amazon is ‘more prepared than ever’ to deliver packages without the post office,” an article written by Graham Rapier for Business Insider.Read the full article here.

The U.S. Supreme Court has begun hearing arguments in a key case affecting online purchases and major online retailers. Tom Forte, Institutional Analyst with D.A. Davidson, weighs in on the potential impacts of the case in “As Supreme Court Hears Key Online-Tax Case, Wayfair and Overstock Trade Up,” an article by Michelle Lodge for TheStreet.com.Read the full article here.

Although investing fads come and go, they seem to be particularly prevalent when markets are bullish. James Ragan, Head of Wealth Management Research for D.A. Davidson, reviewed a few examples in “Fad Investments Come In Good Times But Are Bad News,” written by Karen DeMasters for Financial Advisor magazine.Read the full article here.

D.A. Davidson & Co. announced today that it served as exclusive financial advisor to both Setpoint Systems, a leading provider of automation solutions, and Setpoint, Inc., a designer and implementer of custom rides and attractions to the world’s top amusement and theme parks, in their separate sales to JR Automation Technologies, a provider of intelligent automated manufacturing and technology solutions that solve operational and productivity challenges.

D.A. Davidson’s Student Investment Program offers students more than just classroom learning. The program, provided at 20 colleges and universities, is highlighted in “D.A. Davidson Program Throws Students Into The Investing Pits,” a Financial Advisor magazine article written by Asia Martin.Read the full article here.

Sellers of handmade wares have noticed online marketplace Etsy curbing its support for Etsy Wholesale, the division helping sellers gain access to retail stores. However, D.A. Davidson Analyst Tom Forte said the move may be in line with the company’s long-term strategy. Forte’s comments on the change can be found in “Etsy Is Reining In Brick-and-Mortar Ambitions, Alienating Sellers,” a Bloomberg article by Gerrit De Vynck.Read the full article here.

Mark Andrews, an experienced financial professional, has joined D.A. Davidson Trust Company as Vice President, Trust Officer in Great Falls.Andrews is responsible for assisting clients with the development and implementation of trusts and estate plans, including goal identification, long-term plan administration and integrating wealth management strategies. He specializes in investment-driven estate planning, business succession and retirement planning.“Mark brings exceptional knowledge an...