Industry Perspectives

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

Financial Services Recruiting & Staffing

The Difference Between Hiring a Wealth Advisor and Hiring a Wealth Advisory Practice. What Firms and Advisors Both Get Wrong.

September 16, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

Why Boutique Recruiting Firms Outperform the Big Names in Financial Services

September 10, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

How Confidential Searches Actually Work — And How Candidates Get Found Without Applying

September 3, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

Deputy CCO. The Most Underrated Star in a Fund.

June 30, 2026by Peter Tannenbaum1

Financial Services Recruiting & Staffing

The Year Is Half Over. Did You Hit The Hiring Goals You Set In January?

June 23, 2026by Peter Tannenbaum0

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

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 Tannenbaum1

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 Tannenbaum1