Announced
Financials
Tags
Private
Friendly
Acquisition
Pending
Majority
Single Bidder
retirement planning
accounting services
Business Process Outsourcing
United States
Domestic
Synopsis
Raymond James, a diversified financial services holding company, agreed to acquire NWPS, an independent provider of retirement plan administration, consulting, actuarial and administration services based in Seattle. Financial terms were not disclosed. “As one of the architects of modern financial planning more than 55 years ago, we are excited to add this important capability to our broad suite of advisor and client-centric retirement services. We’re confident our advisors will benefit from NWPS’s excellence in this area, and that advisors considering Raymond James will find the capability compelling. Along with our industry leading technology solutions, focus on service and financial planning expertise, Raymond James continues to set a high bar,” Scott Curtis, Raymond James’ Private Client Group president.
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