Industry Perspectives

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

Financial Services Hiring & Recruiting Wealth Wednesdays

Wealth Wednesdays: Build a Compensation Proposition Candidates Can Understand (Part 1)

July 1, 2026by Peter Tannenbaum

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 Wealth Wednesdays

Wealth Wednesdays: No Book of Business? There May Still Be a Career Path

June 24, 2026by Peter Tannenbaum

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

Financial Services Hiring & Recruiting Wealth Wednesdays

Wealth Wednesdays: Does This Hire Really Need a Book of Business?

June 17, 2026by Peter Tannenbaum

Financial Services Hiring & Recruiting Hiring & Talent Strategy

How Portable Is Your Book. What Wealth Advisors Need to Know Before They Make a Move.

June 15, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Wealth Wednesdays

Wealth Wednesdays: Define What You Want Your Next Move to Change

June 10, 2026by Peter Tannenbaum

Financial Services Hiring & Recruiting Hiring & Talent Strategy

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 Hiring & Recruiting Wealth Wednesdays

Wealth Wednesdays: Define the Advisor Role Before You Search

June 3, 2026by Peter Tannenbaum

Career Advice & Professional Development Financial Services Hiring & Recruiting

The Stigma of Being Unemployed Is Not What It Used to Be. Is That a Good Thing?

May 27, 2026by Peter Tannenbaum0