Industry Perspectives

Market observations, hiring insight, and perspective from more than three decades in financial services search.

Financial Services Recruiting & Staffing

Wealth Wednesdays: Does This Hire Really Need a Book of Business?

June 17, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

How Portable Is Your Book. What Wealth Advisors Need to Know Before They Make a Move.

June 15, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

Wealth Wednesdays: Define What You Want Your Next Move to Change

June 10, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

A CFO and a Controller Sound Like the Same Job. In Financial Services, They Almost Never Are. (And Other Tales Where Generalist Recruiters Just Don’t Get It)

June 5, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

Wealth Wednesdays: Define the Advisor Role Before You Search

June 3, 2026by Peter Tannenbaum

Financial Services Recruiting & Staffing

US Financial Services reports a 350,000 Worker Deficit …………. and Cannot Hire Its Way Out of the Skills Gap

May 29, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

The Stigma of Being Unemployed Is Not What It Used to Be. Is That a Good Thing?

May 27, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

The Counteroffer. The Most Dangerous Word in Financial Services.

May 27, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

What a Family Office Actually Needs in a CFO. And Why the Search Is Harder Than It Looks.

May 22, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

What You Are Actually Getting When You Hire a Staffing Firm. And What You Could Be Getting Instead.

May 15, 2026by Peter Tannenbaum0