Industry Perspectives

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

Financial Services Recruiting & Staffing

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

September 23, 2026by Peter Tannenbaum0

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

Age vs. Experience: Strength vs. Liability

August 30, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

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

August 24, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

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

August 10, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

Stop Hiding Behind Your Resume

July 22, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

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

July 20, 2026by Peter Tannenbaum0

Financial Services Recruiting & Staffing

Why “Risk Manager” Means Something Different at Every Fund

July 10, 2026by Peter Tannenbaum1