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- All HBS Web
(909)
- News (214)
- Research (541)
- Multimedia (1)
- Faculty Publications (195)
- July 2024
- Case
Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones
By: Lauren Cohen, Richard Ryffel, Grace Headinger and Sophia Pan
Edward Jones, a wealth management advisory firm that prided itself on its interpersonal connections and face-to-face interactions, was eager to augment their services with AI capabilities. Built on 1-to-1 close-knit relationships, the firm had more than 15,000 offices... View Details
Keywords: Fintech; Innovation And Strategy; Financial Advisors; Big Data; Artificial Intelligence; Digitization; Financial Institutions; Business Strategy; Competitive Advantage; Technology Adoption; Business Plan; Technological Innovation; Interpersonal Communication; Communication Intention and Meaning; Communication Strategy; Transformation; Employee Stock Ownership Plan; Disruptive Innovation; Innovation Strategy; Innovation and Management; Innovation Leadership; Knowledge Acquisition; Knowledge Use and Leverage; Customer Relationship Management; AI and Machine Learning; Digital Strategy; Financial Services Industry; St. Louis; Missouri; United States; Canada
Cohen, Lauren, Richard Ryffel, Grace Headinger, and Sophia Pan. "Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones." Harvard Business School Case 225-009, July 2024.
- Web
A New Vision – The Human Relations Movement – Baker Library | Bloomberg Center, Historical Collections
incentive plans because they felt they would be competing against people whose good will and companionship they valued. To take another example of the broader conception of human beings uncovered by the researchers, consider, for... View Details
- 16 Nov 2016
- Research & Ideas
Turning One Thousand Customers into One Million
Few companies in the past few years have rocketed to success faster than Uber, Airbnb, and Etsy, which together have transformed the way we hail a cab, plan a vacation, and shop for handmade gifts, respectively. In a previous HBS Working... View Details
- Web
Policies, Rules & Guidelines | About
1970 and recognizes the right of every member of the University Community to press for action on matters of concern by any appropriate means. Digital Millennium Copyright Act Harvard Business School is committed to maintaining the View Details
- Web
Technology & Operations Management Curriculum - Faculty & Research
contribution of a firm's operations to its competitive position. It helps them to understand the complex processes underlying the development and manufacture of products as well as the creation and delivery of services. Topics encompass: Process analysis... View Details
- 03 Feb 2021
- Blog Post
Faculty Spotlight: Professor Jurgen Weiss
to join HBS, his plans for the classroom, and the major changes he anticipates across the energy industry to confront climate change. Emanuel is Director of Social Entrepreneurship at Harvard’s Innovation Lab and the host of the third... View Details
- Web
About - Business & Environment
development to practice, integrate climate in the core of the management curriculum, and drive new course development on a range of topics from climate finance to adaptation and resilience, to accelerating climate solutions. She leads an... View Details
- September 2011
- Supplement
TopCoder (B)
By: Karim R. Lakhani, Eric Lonstein and Stephanie Pokrywa
Metrology plays a key role in the manufacture of mechanical components. Traditionally it is used extensively in a pre-process stage where a manufacturer does process planning, design, and ramp-up, and in post-process off-line inspection to establish proof of quality.... View Details
Keywords: Industry Growth; Forecasting and Prediction; Change Management; Production; Machinery and Machining; Planning; Quality; Competition; Diversification; Technology Adoption; Measurement and Metrics; Product Design; Manufacturing Industry
Lakhani, Karim R., Eric Lonstein, and Stephanie Pokrywa. "TopCoder (B)." Harvard Business School Supplement 612-044, September 2011.
- Web
Topics - HBS Working Knowledge
Model (23) Business Offices (4) Business Plan (2) Business Processes (4) Business Startups (39) Business Strategy (31) Business Units (1) Business Ventures (153) Business and Community Relations (8) Business and Government Relations (44)... View Details
- 15 Oct 2008
- First Look
First Look: October 15, 2008
specialties; integrates standard and custom care processes; and surrounds them with specifically configured information and business systems. Such organizational designs imply new roles for physicians. The Price Is (Almost) Right... View Details
Keywords: Martha Lagace
- Web
Europe - Global
Impact Investing Goes to Sea By: Vikram S Gandhi and David Allen Teaching Plan for HBS Case No. 325-013 June 2025 Case (Family) Size Matters: Nico Oprée and the Decreasing Power of Family Unity over Time By: Lauren Cohen , Octavian Graf... View Details
- Web
2023 Reunion Presentations - Alumni
leaders that integrates knowledge from the two schools and is delivered via HBS Online. In this session, participants will learn how the team is adapting business concepts for the education environment that are not typically taught to... View Details
- 27 Jun 2005
- Research & Ideas
Asian and American Leadership Styles: How Are They Unique?
holding group], for example, runs his companies closely and is planning to pass the leadership of his firms to his two sons. Similarly, the heads of some of America's largest firms, both publicly held and private, are the scions of the... View Details
Keywords: by D. Quinn Mills
- 14 May 2018
- Research & Ideas
Amazon vs. Whole Foods: When Cultures Collide
best yet to come? Campbell stresses that the ideas in their case are speculative, based on second-hand reports in the press. They can’t be sure how much Amazon tried to integrate its culture with that of Whole Foods, or what its ultimate... View Details
- 24 Oct 2018
- Sharpening Your Skills
Startup or Established Company? Which Is Best for You?
company you may start yourself. Which comes first in your journey? For those doing early career path planning and knowing they want to do both a startup and a mature company at some point, there’s always the question of which should come... View Details
Keywords: by Julia B. Austin
- Web
Business & Environment - Faculty & Research
Integrated Reporting and Investor Clientele By: George Serafeim In this paper, I examine the relation between Integrated Reporting (IR) and the composition of a firm's investor base. I hypothesize and find... View Details
- 01 Dec 2023
- News
Thinking Ahead
data, while still ensuring the integrity and accuracy of the model, is one of many paths Neel is pursuing: “This will continue to be a tricky area for companies that want to harness generative AI tools based on customer data,” he says.... View Details
- Web
Measure Outcomes & Cost for Every Patient - Institute For Strategy And Competitiveness
Measure Outcomes & Cost for Every Patient Aligning Reimbursement with Value Systems Integration Geography of Care Information Technology Measure Outcomes & Cost ... Measure Outcomes & Cost for Every Patient Measurement of outcomes and... View Details
- Web
Technology & Innovation - Faculty & Research
subscription fee customers. By December 2024, TagHive was cash flow positive and planning to scale. Pankaj and his leadership team were considering whether to extend the pilot to all customers and what the effects on other parts of the... View Details
- 07 Jul 2008
- Research & Ideas
Innovation Corrupted: How Managers Can Avoid Another Enron
noticeably lacking at Enron. These processes include: Liberating evaluation processes by adding qualitative judgment to whatever standard quantitative measures of performance that business plans may require Designing and implementing... View Details