News

New data released today by D.A. Davidson & Co.’s Individual Investor Group suggests that financial advisors are more focused on attracting Baby Boomer clients than any other generation. The survey of more than 100 financial advisors revealed that 59 percent of respondents are most focused on attracting Baby Boomers (age 52 – 70) as future clients. More than half (53 percent) of these respondents believe that Baby Boomers are the most attractive generation because of the advice ne...

Firm Broadens FIG Practice with Expansion Into the East CoastD.A. Davidson & Co., a full-service national investment banking firm, announced today that it has hired a team of veteran investment bankers to expand its Financial Institutions Group (FIG) practice into the East Coast. The team will be responsible for leading and expanding the firm’s FIG footprint in the Mid-Atlantic and Northeast regions and advising clients on mergers and acquisitions, capital market transactions and other...

Have you heard? Congress recently passed a bill that would name the North American bison the first national mammal of the United States.Now the measure is awaiting President Obama's signature to become law.The bill pronounces the bison as a "historical symbol of the United States" and says that it is "integrally linked with the economic and spiritual lives of many Indian tribes through trade and sacred ceremonies."We could not agree more. Not only does the bison adorn two...

Giving, community service, volunteerism―these aren’t one-and-done events at the Kalispell office of D.A. Davidson. They happen every month of the year. The way branch manager Chris Barone and his team see it, giving isn’t a matter of convenience; there’s always a cause that needs support. “We were brainstorming one day and we decided to focus on something different every month.” And so was born, 12 Months of Giving; the beneficiaries of which include the Kalispell ...

D.A. Davidson & Co., a full-service investment firm with a nationwide investment banking practice, today announced  that Tom Hayes has been named a winner of The M&A Advisor 7th Annual Emerging Leaders Awards in the Dealmaker category.Hayes, a Director in Investment Banking, earned the award based on his achievements as an investment banking professional who has reached a significant level of success and made notable contributions to both his industry and community.  We ar...

A new Department of Labor fiduciary rule governing the securities industry casts an unfavorable light on some existing relationships between investors and broker-dealers, says Andrew Crowell, Vice Chairman of D.A. Davidson & Co.'s Individual Investor Group.Crowell has studied the new rule extensively, and writes in Financial Planning magazine that he believes its writers have created unintended consequences that harm both investors and brokerage firms that only follow what is called a su...

D.A. Davidson & Co., an employee-owned full-service investment firm, today announced it has formally completed its merger with Nebraska-based SMITH HAYES Companies. This important milestone marks the beginning of a great partnership under the D.A. Davidson umbrella. We are combining companies that are equally passionate about delivering exceptional service to investors and giving back to our communities, and we will be able to further enhance the depth and breadth of services we provide...

When it comes to his commitment to Special Olympics Montana, Kreg Jones goes above and beyond.As a long-time supporter of Special Olympics Montana, D.A. Davidson has contributed sponsorships, donations, and hundreds of volunteer hours over the years. And, it seems, D.A. Davidson volunteers will do just about anything to raise money for the venerable charity. Recently, Communications Director Jacquie Burchard and D.A. Davidson Senior Vice President Kreg Jones took to Montana’s tallest build...

D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, today announced that Kevin Reevey has joined its institutional equity research team as a vice president, senior research analyst to provide coverage of Midwest banks and thrifts."Kevin brings deep industry expertise and strong experience to D.A. Davidson’s analyst team, and his research broadens our coverage in a core market sector that is important to our entire firm,” said John Ro...

John Clay receives highest award given to a D.A. Davidson Companies employee