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Show Results For
- All HBS Web
(2,677)
- People (1)
- News (525)
- Research (1,922)
- Events (11)
- Multimedia (3)
- Faculty Publications (983)
- 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.
- 20 Sep 2004
- Research & Ideas
How Consumers Value Global Brands
serves as a rationale for global brands to charge premiums. Global brands "are expensive, but the price is reasonable when you think of the quality," pointed out a Thai participant. Consumers also believe that transnational... View Details
- 31 Jan 2012
- First Look
First Look: Jan. 31
has a positive and significant effect on rainfall insurance adoption, increasing take-up from 8% to 16%. Only one marketing intervention, the money-back guarantee, has a consistent and large effect on farmers' purchase decisions. This guarantee, comparable to a View Details
Keywords: Sean Silverthorne & Carmen Nobel
- 30 Jan 2017
- Research & Ideas
Vanguard, Trian And The Problem With 'Passive' Index Funds
On August 31, 2016, many investors celebrated the 40th birthday of one of the world’s most successful financial instruments: the mutual index fund, created by Vanguard founder John C. Bogle. Index funds, which automatically track an index of View Details
- 09 Jul 2001
- Research & Ideas
Does Misery Love Companies? How Social Performance Pays Off
Africa. Even more broadly, one is left with aggregate statistics that both inform and numb. . . . Living in the United States, we may be shocked to learn that so many people in the world live on less than $2.00 per day, or that a quarter... View Details
Keywords: by Joshua D. Margolis & James P. Walsh
- 12 Jun 2019
- Research & Ideas
Investors Have More Than Money to Offer Entrepreneurs
informal Twitter pollI recently conducted, 56 percent of entrepreneurs who responded said their most common ask of their investors is for hiring help. Second to that (31 percent) are asks for introductions to potential partners or... View Details
Keywords: by Julia Austin
- 03 Oct 2017
- First Look
First Look at Research and Ideas, October 3, 2017
industries. Extreme Teaming provides new insights into the world of complex, cross-industry projects and the ways they must be managed. The authors analyze contemporary cases that expose the complex demands of cross-boundary collaboration on management and View Details
Keywords: by Sean Silverthorne
- 27 Mar 2012
- First Look
First Look: March 27
joint evaluation, making joint evaluation the money-maximizing evaluation procedure. Our findings are compatible with a behavioral model of information processing and with the System 1/System 2 distinction in behavioral decision research... View Details
Keywords: Carmen Nobel
- 23 Jan 2019
- News
The Promise of Personalized Medicine
instance, would be something to bridge the gap, to try and upregulate, to make use of the silenced part of the gene. To use those, you have to be very specific and very targeted. Knowing where the mutations are in the gene, knowing is he producing any dystrophin, how... View Details
- 02 Sep 2014
- First Look
First Look: September 2
neuroscience, strong progress has been made in understanding how neuroscience can inform consumer decision making. Here, we sketch the development of this discipline and compare it to that of the adjacent field of neuroeconomics. We... View Details
Keywords: Sean Silverthorne
- 20 Dec 2011
- First Look
First Look: December 20
Thought Theory (UTT); namely, that unconscious thought is a bottom-up process, whereas conscious thought is a top-down process. In two experiments on impression formation, participants read behavioral information about a fictitious person... View Details
Keywords: Carmen Nobel
- 14 Dec 2011
- Research & Ideas
The New Measures for Improving Nonprofit Performance
today in the nonprofit sector. Back then, our clients were being asked to make significant investments in IT, so of course they asked, what's my return? As a result I got very engaged in how one collects and presents information to show... View Details
Keywords: by Julia Hanna
- 14 Nov 2024
- News
How the Insurance Industry Can Weather the Storms
Subscribe on iTunes Subscribe on Spotify More Skydeck episodes Hi, this is Dan Morrell, host of Skydeck. Liberty Mutual CEO Tim Sweeney (MBA 1991) says that 2012 was the year that climate change started really showing up on the balance sheet. “This is a horrible... View Details
- 18 Nov 2014
- First Look
First Look: November 18
wisdom of the crowd, with each product being reviewed many times (some with more than 1,000 reviews). Because of this, the way in which information is aggregated is a central decision faced by consumer review websites. Given a set of... View Details
Keywords: Sean Silverthorne
- Blog
Two-Year Action Plan Update: Q+A with Terrill Drake, Chief Diversity and Inclusion Officer at Harvard Business School
overview of the services, which will give everyone more concrete information and clarity about what we do and where to go for resources. With these foundational pieces in place, people will have clarity about who we are, what we do, how... View Details
- 20 Sep 2016
- First Look
September 20, 2016
of traditional U.S. public companies by more R&D-intensive firms is key to understanding the secular trend in average cash holdings. Over the last 35 years, an increasing share of R&D-intensive firms has entered the stock market... View Details
Keywords: Sean Silverthorne
- 14 Sep 2010
- First Look
First Look: September 14, 2010
of lighter labor market regulations and more human capital specialize relatively more in people management. There is evidence for complementarities between information and communication technology, decentralization, and management, but... View Details
Keywords: Sean Silverthorne
- 26 Jul 2006
- Research & Ideas
The Strategic Way to Go to Market
Is there any distribution system more poorly conceived than the one used by most U.S. car manufacturers and dealers? In the prevailing system, car prices are initially jacked up by locked-in labor concessions. Manufacturers pit dealers... View Details
Keywords: by Sean Silverthorne
- 12 Aug 2008
- First Look
First Look: August 12, 2008
in addition to the already competitive mobile communication segment where the company's once dominant market share was heavily eroded. Mao had to decide on the pricing strategies for the company's various product lines, including fixed... View Details
Keywords: Sean Silverthorne
- 19 Dec 2024
- News
The Musts of 2024
Subscribe on iTunes Subscribe on Spotify More Skydeck episodes Hi, this is Dan Morrell, host of Skydeck. I love these end-of-the-year lists where you can get recommendations from smart people about things that are worth your time and money. It always sets me up really... View Details