Financial Services

The financial industry and its institutions have been through an extreme amount of turmoil over the last few years. WPA has been helping companies and professionals alike better understand the ramifications of the changing business climate and new legislation. We have assisted retail banks penetrate new markets, commercial banks acquire complementary holdings, accountants regain their credibility, insurance companies make better investment decisions, and investors better understand their portfolio mix.

WPA calls upon a proprietary panel of investment bankers, portfolio managers, and analysts in New York to gauge stakeholder opinions on issues and predict willingness to adapt to evolving regulation.