Industry Perspectives

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

Financial Services Hiring & Recruiting Financial Services Industry Insights

Warren Buffett’s Succession: Judge Leadership by Performance, Not Age

September 21, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

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

September 14, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

Choosing a Financial Services Recruiter: Look Beyond the Firm’s Size

September 12, 2026by Peter Tannenbaum0

Career Advice & Professional Development Financial Services Hiring & Recruiting

Age vs. Experience: Strength vs. Liability

August 30, 2026by Peter Tannenbaum0

Career Advice & Professional Development Financial Services Hiring & Recruiting

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

August 28, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

The Voice You Don’t Hear in This Decision: Outsourced vs. In House?

August 24, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

You Just Never Know Which Hires Are Going to Stick………………

August 10, 2026by Peter Tannenbaum0

Career Advice & Professional Development Financial Services Hiring & Recruiting

Stop Hiding Behind Your Resume

July 22, 2026by Peter Tannenbaum0

Career Advice & Professional Development Financial Services Hiring & Recruiting

Some of the Best Decisions I Have Seen Were Made on a Beach, Not in an Office……….

July 20, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

Why “Risk Manager” Means Something Different at Every Fund

July 10, 2026by Peter Tannenbaum1