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  • 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
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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.
  • 03 Oct 2017
  • First Look

First Look at Research and Ideas, October 3, 2017

overstaffed, corrupt, rife with subsidies, and losing money. Finally, in 2012, President Enrique Peña Nieto announced his intent to drastically reform both. Over the next two years, the Mexican constitution was amended, and a dozen... View Details
Keywords: by Sean Silverthorne
  • 24 Jan 2012
  • First Look

First Look: Jan. 24

of those networks, influencing both word-of-mouth intentions and consumption. Consumers were exposed to friend- or family-related products (e.g., game consoles or refrigerators); when asked to list the first people they knew who came to... View Details
Keywords: Sean Silverthorne
  • 30 Jun 2009
  • First Look

First Look: June 30

increase in domestic investment, employment or R@amp;D—even for the firms that lobbied for the tax holiday stating these intentions and for firms that appeared to be financially constrained. Instead, a $1 increase in repatriations was... View Details
Keywords: Martha Lagace
  • 20 Jan 2017
  • Research & Ideas

Here’s How Businessman Trump Is Likely to Approach the Presidency

Some of this perception was likely a result of his public confidence. Some may have resulted from his bluntness and his stated intent to cut through the red tape of Washington, along with its perceived stagnation, dominance by big money,... View Details
Keywords: by Christina Pazzanese
  • 07 Sep 2011
  • First Look

First Look: Sept. 7

margin market? Purchase this case:http://cb.hbsp.harvard.edu/cb/product/811047-PDF-ENG Just an MOU or a Real Deal? Lena G. Goldberg and Mary Beth FindlayHarvard Business School Note 312-018 Notwithstanding the professed intention of a... View Details
Keywords: Sean Silverthorne
  • 04 Jan 2012
  • First Look

First Look: January 4

Siegel, and Xi Li Abstract Using a natural experiment to overcome the empirical challenges facing the debate over the bonding hypothesis, we analyze markets' reaction to a sudden radical change in the law governing U.S.-listed foreign firms. In March 2010, the U.S.... View Details
Keywords: Carmen Nobel
  • April 2024 (Revised July 2024)
  • Case

Unleashing Human Magic at Best Buy

By: Leonard A. Schlesinger, Sunil Gupta and Amram Migdal
The case examines the transformation of Best Buy under CEO Hubert Joly's leadership from 2012. Facing significant business challenges, including competition from online and physical retailers, Joly implemented the "Renew Blue" turnaround strategy, which focused on... View Details
Keywords: Change Management; Transformation; Transition; Communication Intention and Meaning; Communication Strategy; Customer Focus and Relationships; Health Care and Treatment; Digital Transformation; Digital Strategy; Job Cuts and Outsourcing; Labor; Leadership Development; Leadership Style; Leading Change; Management Practices and Processes; Management Style; Business or Company Management; Crisis Management; Mission and Purpose; Organizational Change and Adaptation; Organizational Culture; Failure; Success; Personal Development and Career; Strategic Planning; Adaptation; Competition; Alignment; Business Strategy; Retail Industry; Minneapolis; Minnesota; United States
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Schlesinger, Leonard A., Sunil Gupta, and Amram Migdal. "Unleashing Human Magic at Best Buy." Harvard Business School Case 524-072, April 2024. (Revised July 2024.)
  • March 2022 (Revised November 2022)
  • Case

When Should CEOs Speak Out Publicly? The 2021 Georgia Voting Law

By: William W. George, Hubert Joly and Amram Migdal
This case describes the March 2021 passage of a voting and elections law in the U.S. state of Georgia and reactions by corporations and corporate leaders to the law. Included are a brief history of voting rights in the United States and Georgia and an overview of the... View Details
Keywords: Voting Rights; CEO Activism; Communication; Communication Intention and Meaning; Communication Strategy; Forms of Communication; Announcements; Spoken Communication; Decision Making; Judgments; Voting; Demographics; Nationality; Race; Geography; Geographic Location; Geopolitical Units; Country; Government and Politics; Government Administration; Government Legislation; Political Elections; History; Law; Laws and Statutes; Rights; Leadership; Leadership Style; Management; Management Skills; Relationships; Business and Community Relations; Business and Government Relations; Business and Stakeholder Relations; Social Psychology; Status and Position; Society; Civil Society or Community; Culture; Public Opinion; Social Issues; Societal Protocols; United States; Georgia (state, US)
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George, William W., Hubert Joly, and Amram Migdal. "When Should CEOs Speak Out Publicly? The 2021 Georgia Voting Law." Harvard Business School Case 322-015, March 2022. (Revised November 2022.)
  • 17 Dec 2013
  • First Look

First Look: December 17

facial tracking to explore how marketers can best use entertainment in ads to increase their effectiveness in increasing intent to purchase. The findings suggest that the optimal amount of entertainment differs by type of entertainment... View Details
Keywords: Carmen Nobel
  • 12 Jan 2010
  • First Look

First Look: Jan. 12

BartlettHarvard Business School Case 910-410 Describes the development of the global strategies and organizations of two major competitors in the consumer electronics industry. Over four decades, both companies adapt their strategic View Details
Keywords: Martha Lagace
  • 10 Jan 2005
  • Research & Ideas

Motivation and the Cross-Sector Alliance

business holdings. The traditional Argentine newspaper La Nación provides an example of such a shift, when in 1996 a change in ownership of the controlling stake led to the appointment of Julio Saguier as board chairman. Saguier was View Details
Keywords: by James Austin, Ezequiel Reficco & SEKN research team
  • 19 Jun 2007
  • First Look

First Look: June 19, 2007

School Case 807-033 Part of a 3-case series in which students get to see the unfolding of due diligence on private equity (buy out) deal. In this, the A case, the deal team has negotiated a letter of intent with FleetCor, a firm that... View Details
Keywords: Martha Lagace
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