The Anderson Search Group | May 2026 Updates
AI in Banking and What it Means for Your Bank
Artificial intelligence is here, it’s accelerating, and new research from American Banker makes clear that 2026 is shaping up to be another significant year of AI investment across financial institutions of every size.
For bank leaders focused on talent, which is all of them, the implications go well beyond technology budgets.
AI in Banking and What it Means for Your Bank
Artificial intelligence is here, it’s accelerating, and new research from American Banker makes clear that 2026 is shaping up to be another significant year of AI investment across financial institutions of every size.
For bank leaders focused on talent, which is all of them, the implications go well beyond technology budgets.
Private Client Advisors Are Becoming the First Call for Estate Planning
For decades, estate planning started with an attorney. That was the default. Draft the documents, structure the trust, minimize taxes. That model is breaking.
Today, private client advisors are increasingly the first call and the data backs it up.
A recent survey from estate planning platform Vanilla found that 41% of clients now start their estate planning journey with a financial advisor, compared to just 26% who begin with an attorney. That’s not a small shift.
And if you’re a Private Client Advisor, this isn’t a trend to ignore.
How to Get Unstuck in Your Banking Career
Most hiring decisions aren’t made after a thoughtful evaluation.
They’re made in the first five minutes.
And then justified over the next 55.
If you’re in banking, that should concern you. Because the cost of a bad hire isn’t just financial. It’s lost clients, missed revenue, and team disruption.
The problem isn’t that hiring managers are careless.
It’s that they’re human.
Private Client Advisors Are Becoming the First Call for Estate Planning
For decades, estate planning started with an attorney. That was the default. Draft the documents, structure the trust, minimize taxes. That model is breaking.
Today, private client advisors are increasingly the first call and the data backs it up.
A recent survey from estate planning platform Vanilla found that 41% of clients now start their estate planning journey with a financial advisor, compared to just 26% who begin with an attorney. That’s not a small shift.
And if you’re a Private Client Advisor, this isn’t a trend to ignore.
How to Get Unstuck in Your Banking Career
Most hiring decisions aren’t made after a thoughtful evaluation.
They’re made in the first five minutes.
And then justified over the next 55.
If you’re in banking, that should concern you. Because the cost of a bad hire isn’t just financial. It’s lost clients, missed revenue, and team disruption.
The problem isn’t that hiring managers are careless.
It’s that they’re human.
The Anderson Search Group is acknowledged as a top commercial banking & private wealth recruitment firm, catering to the entire United States, with a focus on sourcing essential talent.
To assist Commercial Banking and Private Wealth institutions in remaining competitive and current, The Anderson Search Group has produced this guide, which aids employers in evaluating their compensation rates and implementing adjustments to enhance both retention and hiring efforts. It is essential to provide attractive remuneration packages, and we have compiled the most comprehensive market information on the commercial banking and private wealth industry in this exclusive report, which can be instantly downloaded.
The Anderson Search Group is acknowledged as a top commercial banking & private wealth recruitment firm, catering to the entire United States, with a focus on sourcing essential talent.
To assist Commercial Banking and Private Wealth institutions in remaining competitive and current, The Anderson Search Group has produced this guide, which aids employers in evaluating their compensation rates and implementing adjustments to enhance both retention and hiring efforts. It is essential to provide attractive remuneration packages, and we have compiled the most comprehensive market information on the commercial banking and private wealth industry in this exclusive report, which can be instantly downloaded.
CHALLENGE
In an effort to take their Trust and Wealth Division to the next level through exceptional customer service and enhanced business development, one of the top Super-Community banks in the country, over $25bn in assets and ranked at top of their class in performance, needed to identify an elite Wealth Management Executive to lead this expansion.
SOLUTION
Client engaged The Anderson Search Group because of their extensive network of Private Wealth Management Executives across the country to find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.
RESULTS
Due to an aggressive canvassing of talent and surgical qualifying, The Anderson Search Group was able to identify, qualify and present the ideal candidate well within the desired timeline.
About The Anderson Search Group
We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.
About The Anderson Search Group
We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.
CHALLENGE
In an effort to take their Trust and Wealth Division to the next level through exceptional customer service and enhanced business development, one of the top Super-Community banks in the country, over $25bn in assets and ranked at top of their class in performance, needed to identify an elite Wealth Management Executive to lead this expansion.
SOLUTION
Client engaged The Anderson Search Group because of their extensive network of Private Wealth Management Executives across the country to find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.
RESULTS
Due to an aggressive canvassing of talent and surgical qualifying, The Anderson Search Group was able to identify, qualify and present the ideal candidate well within the desired timeline.
CHALLENGE
In an effort to take their Trust and Wealth Division to the next level through exceptional customer service and enhanced business development, one of the top Super-Community banks in the country, over $25bn in assets and ranked at top of their class in performance, needed to identify an elite Wealth Management Executive to lead this expansion.
SOLUTION
Client engaged The Anderson Search Group because of their extensive network of Private Wealth Management Executives across the country to find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.
RESULTS
Due to an aggressive canvassing of talent and surgical qualifying, The Anderson Search Group was able to identify, qualify and present the ideal candidate well within the desired timeline.
