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Hiring Manager Resources
Resources for Employers
Last checked July 2026
Resources you might find helpful.
Wherever you are in the process, setting a compensation range, verifying a license, or just getting a read on where the market stands, we hope these are useful. Bookmark what you need, share it with your team, come back anytime.
Every link goes straight to the source. Provided as a courtesy by Ramax. No sign up. No paywall.
Federal Data
Labor market and wage data
Before you set a compensation range or a hiring budget, this is where the actual numbers live. All free, all updated on a public schedule.
BLS Occupational Employment & Wage Statistics
National and state wage data by role, the closest thing to a government-verified salary benchmark.
bls.gov/oes
BLS Occupational Outlook Handbook
Plain-language role profiles: what the job actually involves, typical entry paths, and projected demand.
bls.gov/ooh
BLS JOLTS
Monthly openings, hires, and separations. The number the Fed itself watches to gauge how tight the labor market is.
bls.gov/jlt
Federal Reserve Board Data
Bank balance sheets, money supply, and the underlying data behind most macro reporting on financial services.
federalreserve.gov/data.htm
FRED (Federal Reserve Bank of St. Louis)
The easiest interface for charting almost any economic series the government publishes, going back decades.
fred.stlouisfed.org
NBER Business Cycle Dating
The official, non-partisan word on when a recession actually started and ended, from the committee that has called it since 1978.
nber.org/business-cycle-dating
Verification
Regulatory verification and compliance
The tools we use to check a firm's or a candidate's regulatory standing before a search moves forward.
Also useful to candidates
SEC Investment Adviser Public Disclosure
Look up any RIA's Form ADV, including Part 3 (the client relationship summary): ownership structure, AUM, fee disclosures, and disciplinary history, straight from the filing.
adviserinfo.sec.gov
Also useful to candidates
FINRA BrokerCheck
Registration, exam history, and disciplinary record for any FINRA-registered broker or firm.
brokercheck.finra.org
FINRA Qualification Exams
The current rules on the SIE, Series 7, Series 24, and every other licensing requirement, straight from the regulator.
finra.org/registration-exams-ce
Also useful to candidates
NFA BASIC
The equivalent of BrokerCheck for the futures and derivatives world. Registration and disciplinary history for CPOs and CTAs.
nfa.futures.org
FinCEN
The Treasury's official guidance on AML and beneficial ownership rules. Reference material, not a public lookup tool.
fincen.gov
IRS Tax Exempt Organization Search
Confirm the tax-exempt status of a foundation, endowment, or other institutional LP before a search goes further.
irs.gov/charities-non-profits
DOL Form 5500 Search
The federal database of employee benefit plan filings. Useful for sizing up a competitor's retirement plan or benefits structure.
efast.dol.gov
NY State DOL Pay Transparency
The state's own guidance on Section 194-B, for anyone posting roles that touch New York.
dol.ny.gov/pay-transparency
NWLC Salary Range Transparency Tracker
A free, nonpartisan, continuously updated map of which states require pay range disclosure.
nwlc.org
NSCP
The compliance officer's own professional association. Benchmarking surveys on compliance staffing and workload.
nscp.org
ACAMS
The professional body for AML and financial crime specialists, and the best source on the compliance talent shortage.
acams.org
Sector Data
Industry and sector research
Where the capital markets, hedge fund, private equity, and wealth management associations publish their own numbers.
SIFMA Research & Statistics
The securities industry's own Fact Book and quarterly research on the health of the broker-dealer and asset management world.
sifma.org/research/statistics
CFA Institute Insights
Compensation studies and market research drawn from a member base of over 190,000 charterholders worldwide.
cfainstitute.org/insights
AIMA
The global hedge fund and private credit trade body. Operational, regulatory, and talent research from inside the industry.
aima.org/educate/aima-research
ICI Research
The Investment Company Institute's data on mutual funds, ETFs, and the broader asset management industry.
ici.org/research
MFA Research
Research from the trade association representing the alternative asset management industry.
mfaalts.org/research
American Investment Council
Quarterly and annual private equity investment data by sector and by state.
investmentcouncil.org/research
ILPA
Industry-standard reporting templates and benchmarks used across the private equity limited partner world.
ilpa.org
NAPA Net
Retirement plan and ERISA news for anyone hiring into the plan advisory or fiduciary side of wealth management.
napa-net.org
OFR Hedge Fund Monitor
The U.S. Treasury's own aggregated charts on hedge fund size, leverage, and liquidity.
financialresearch.gov
Institutional Investor
The trade press of record for asset managers and institutional allocators.
institutionalinvestor.com
Pensions & Investments
Money management and institutional investing news, including its well-known Best Places to Work ranking.
pionline.com
RBC Wealth Management Insights
Research on family offices and private wealth, including hard data on how difficult recruiting has become in that world.
rbcwealthmanagement.com/insights
Bank of America Institute
BofA's think tank research, including its recurring study of family offices and wealthy households.
institute.bankofamerica.com
Strategic Context
Consulting and strategy research
What the major consultancies are telling their own financial services clients right now.
McKinsey Financial Services Insights
Ongoing coverage of banking, wealth management, and private equity, including the annual Global Banking Review.
mckinsey.com/financial-services
Bain Global Private Equity Report
The industry-standard annual read on fundraising, dealmaking, and exits in private equity.
bain.com/global-private-equity-report
Deloitte Center for Financial Services
Annual outlooks on banking, capital markets, and investment management, written by named research leads.
deloitte.com/financial-services
PwC Financial Services
Deal activity and M&A outlooks for banking and capital markets.
pwc.com/financial-services
Beyond Finance
Leadership, hiring, and workplace research
How to lead and hire well is not a financial services problem. This is the research every good manager reads, regardless of industry.
SHRM Research
Recruiting benchmarks, cost-per-hire data, and the annual Talent Trends report, from the largest HR professional body in the country.
shrm.org/topics-tools/research
SHRM State of the Workplace
SHRM's recurring report on employee experience, HR priorities, and where hiring is actually headed.
shrm.org/state-of-the-workplace
Gallup Workplace
Home of the Q12 engagement survey and the annual State of the Global Workplace report. The most cited employee engagement research that exists.
gallup.com/workplace
Harvard Business Review, Leadership
HBR's ongoing coverage of what actually makes someone a good leader.
hbr.org/topic/subject/leadership
Harvard Business Review, Hiring and Recruitment
HBR's coverage of the hiring process itself, from interviewing to onboarding.
hbr.org/hiring-and-recruitment
MIT Sloan Management Review, Leadership
Research-driven coverage of leadership, culture, and the future of work from one of the country's top business schools.
sloanreview.mit.edu/leadership
Coverage
Where else this conversation is happening
The financial press sections most worth reading if you are thinking about talent and comp right now.
Forbes, Wealth Management
Ongoing coverage of the wealth management industry.
forbes.com/wealth-management
Forbes, Hedge Funds & Private Equity
Forbes' dedicated section for the alternative investment world.
forbes.com/hedge-funds-private-equity
Barron's Advisor
A Dow Jones property built specifically for wealth management professionals.
barrons-advisor.com
Why these sources? Over thirty years in this industry, these are the ones we have found most useful, with the most up to date information. Our ongoing client and candidate interactions confirm the utility of these sources, but this list is by no means complete. As you come across additional sources that you think could benefit others in our space, please let us know.
Need more than a list of sources?
These links will get you most of the way. When you need someone who already knows this market, knows who is actually available, and knows who is not, that is the conversation we have.
Discuss a SearchHiring is only half the equation. See our resources for candidates.
Want our own read on the market? See our quarterly Market Intelligence report.
