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

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

August 28, 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

Career Advice & Professional Development Financial Services Hiring & Recruiting

Nobody Talks About Teamwork Until Somebody Loses……….

July 7, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

Deputy CCO. The Most Underrated Star in a Fund.

June 30, 2026by Peter Tannenbaum1

Financial Services Hiring & Recruiting Hiring & Talent Strategy

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

June 23, 2026by Peter Tannenbaum0