News

The final wave of 1099 statements has been mailed to clients of D.A. Davidson & Co. In the Client Access area of D.A. Davidson’s website, you can find your 1099 statements in the Taxes section of Online Documents. If you have questions about your tax documents, please contact your Financial Advisor. 

Davidson Investment Advisors, a provider of asset management for corporations, employee benefit plans, foundations, trusts and individuals, today announced key promotions for three professionals. Bryn Hagfors has been promoted in his role on the Business Development team, working with financial advisors within the D.A. Davidson Companies to cultivate and service client relationships. Hagfors joined Davidson Investment Advisors in 2013 after working in several support roles, including for the U.S...

It’s a gathering of institutional investors, D.A. Davidson & Co. professionals, and other prominent members of the financial services industry. With a focus on what to expect for 2016 and beyond, D.A. Davidson & Co.’s Financial Institutions Conference offers deep industry perspective for banking industry representatives and major investors.The 18th Annual Financial Services Conference will be May 9-11 at the Denver Marriott City Center in Denver, Colorado. For informatio...

The year has been marked by volatility in the U.S. markets. However, the first weeks of uncertainty have been followed by three subsequent weeks of much stronger performance, to the delight of investors.Bloomberg Business spoke recently with Ed Crotty, Chief Investment Officer and Co-Portfolio Manager for Davidson Investment Advisors, about his views regarding the market climate and investors’ perspectives.Last Friday’s jobs report helped to solidify investors’ comfort with the...

D.A. Davidson to Merge With SMITH HAYES CompaniesCrowell, Weedon & Co. to Re-Brand Under D.A. Davidson NameD.A. Davidson to Name Vice Chairs to Individual Investor GroupD.A. Davidson & Co., an employee-owned full-service investment firm, today announced it has agreed to merge with SMITH HAYES Companies, a Lincoln, Neb. based firm with roughly $4 billion in assets under management and administration and additional offices in Omaha and Columbus. This merger broadens D.A. Davidson’s s...

Brokerages believe higher costs, more complex rules, and overlapping regulations will be the results of a new, tighter fiduciary standard by the U.S. Department of Labor. As companies such as D.A. Davidson & Co. determine just how the new regulations will affect them, Executive Chairman Bill Johnstone said clients may face more hurdles in how they obtain investment and retirement advice.In fact, middle-class savers are likely to suffer the most effects under the proposed new rule, he said.Jo...

Sam Doyle, left, spends much of his free time as a volunteer fishing instructor.By day, you’ll most likely find Sam Doyle, President of Fixed Income Capital Markets at D.A. Davidson & Co., hard at work in his Denver office. By evenings and weekends, you’re just as likely to find him on the river with a fly rod in his hand and a novice fly-fisherman by his side. Sam is a volunteer instructor and guide for Reel Recovery, a non-profit fly-fishing instruction and support group for me...

TigerLogic Corporation (OTCQX: TIGR) has announced that it has reached a definitive agreement to sell its assets associated with its Postano business to Sprinklr, Inc., the world’s most complete enterprise social technology company. The transaction is expected to close in March.D.A. Davidson & Co., the largest full-service investment firm based in the Northwest, served as exclusive financial advisor to TigerLogic Corporation in the sale.D.A. Davidson provides full-service advisory and ...

State Bank Corp. (OTCQB: SBAZ), the holding company for Mohave State Bank, has announced that it has signed a definitive merger agreement whereby Country Bank will merge into Mohave State Bank in a transaction valued at approximately $29.6 million. The transaction combines two of the leading community bank franchises headquartered in Arizona with approximately $530 million in combined assets.D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, served ...

Acquisition of world-leading specialty mineral innovator to create a broader nutritional platform of an international specialty chemical providerD.A. Davidson & Co., a full-service investment firm with a nationwide investment banking practice, served as exclusive financial advisor to Albion International, the category-leading provider of specialty mineral nutrition solutions for the global human and plant nutrition markets, on its $111.5 million sale to Balchem Corporation (NasdaqGS: BCPC), ...