Financial Advisers - Publications - Faculty & Research

24 Apr 2013
Research & Ideas

Who Sets Your Benchmarks?

in the Midwest, and my mother was a real estate agent who took on other work as money needs arose. They both hoped that I wouldn't have to deal with the financial stresses they had faced. They wanted me to have a nest egg. They hoped I... View Details

10 Sep 2024
Research & Ideas

What Happens When Business Owners Turn to ChatBots for Advice

of the study. "Already we’re seeing how generative AI can change people's lives." Businesses that were already financially stable used the AI-generated advice to produce measurable improvements, while struggling businesses ran into... View Details

Keywords: by Ben Rand

05 Dec 2005
Research & Ideas

VCs Survey Post-Bubble Opportunities

the lottery business—but we know we're in the lottery business. Mike Hirshland, general partner at Polaris Ventures, advised MBAs in the audience to think long and hard about why they want to be in venture capital. "It's a different,... View Details

Keywords: by Julie Hanna; Financial Services

31 Jul 2018
First Look

New Research and Ideas, July 31, 2018

Goldman Sachs: Making an Imprint in Impact Investing Goldman Sachs acquired Imprint Capital Advisors, a small firm that specialized in advising clients on environmental/social/governance (ESG) and impact investments. The founders sold... View Details

Keywords: Dina Gerdeman

03 Dec 2018
Research & Ideas

How Companies Can Increase Market Rewards for Sustainability Efforts

flavijus For the first time, a link has been drawn between public sentiment about a company’s sustainability practices and how that company is valued in the market. The results are important both for investors searching for under-valued, socially responsible companies,... View Details

Keywords: by Rachel Layne

02 Feb 2012
Op-Ed

Once a Castle, Home is Now a Debtors’ Prison

textbooks. First, lenders can recognize the wisdom of short sales, accepting less than the face value of the mortgage. Currently banks do accept short sales but only after protracted negotiations. One advice columnist recently advised... View Details

Keywords: by Nicolas P. Retsinas; Financial Services; Financial Services; Financial Services

06 Sep 2005
Research & Ideas

The Best Place for Retirement Funds

individuals who control household investments do to make sure their holdings are in financial alignment with their goals, and who can they turn to for advice? Are traditional investment advisers equipped to... View Details

Keywords: by Ann Cullen

15 Jun 2016
Research & Ideas

These VC Partners May Make Your Firm Less Innovative

competitor Picplz (a poor bet, as was proven by history). In both these cases, the startups stood to benefit not only from the monetary investment, but also from the knowledge the VCs obtained in advising their direct competitor. As it... View Details

Keywords: by Michael Blanding; Financial Services; Financial Services

17 Feb 2003
Research & Ideas

Tales of the Newly-minted MBA

failing," he said. "Begin with the end in mind, and remember that faith is power—you have to believe in something, whether it's fruit flies or God." Beverly Anderson (HBS MBA '97) had ten years of experience in financial... View Details

Keywords: by Julia Hanna

04 Dec 2006
Research & Ideas

The Money Connection—Understanding VC Networks

from a distance because they have reliable, local partners to advise and monitor the new venture." In their paper, Stuart and Sorenson posit that these ties are more likely to form between VC firms in the context of certain events,... View Details

Keywords: by Julia Hanna; Financial Services

25 May 2016
Research & Ideas

How Consumers and Businesses are Reshaping Public Health

conditions. In this case, Western consumers were taking responsibility not for their own health but for the health and safety of workers in a foreign land thousands of miles away. Consumer power has not been that evident as a criterion in shaping the View Details

Keywords: by John A. Quelch; Health

23 Jan 2018
First Look

First Look at New Research and Ideas, January 23, 2018

Review of Financial Studies Structural GARCH: The Volatility-Leverage Connection By: Engle, Robert F., and Emil N. Siriwardane Abstract—During the financial crisis, financial... View Details

Keywords: Sean Silverthorne

10 Feb 2003
Research & Ideas

Women at Work

the temp agency advised her to take a temporary job at Continental, just to get her foot in the door. She began as a temporary secretary. Having studied finance, this was not her ideal position, but she was at the company she loved. One... View Details

Keywords: by Wendy Guild

16 Jul 2024
Op-Ed

Corporate Boards Are Failing in Their No. 1 Duty

the enterprise and repeatedly tried short-term fixes, all while depending too heavily on financial earnings, rather than innovation. Boeing: The world leader in aviation for 100 years, Boeing lost sight of its purpose to produce safe,... View Details

Keywords: by Bill George

12 Nov 2008
First Look

First Look: November 12, 2008

problems in the renovation of the 27-floor, 60,000 square meter complex. The WTC owners, two Dutch financial institutions, had hired TvT in 1995 to advise how to best handle their property's... View Details

Keywords: Martha Lagace

12 Oct 1999
Research & Ideas

Paid for Success: Options for Compensating CEOs

When large public companies perform poorly, do the CEOs running them share the financial pain? That question, according to HBS associate professor Brian Hall, is not answered by looking at their salary and bonus but rather by a careful... View Details

Keywords: by Judith A. Ross

22 Sep 2020
Research & Ideas

Recessions Push Some Entrepreneurs to Launch Too Soon

Entrepreneurial success may depend on more than a great idea, plenty of connections, and financial backing, new research suggests. The entrepreneur’s job security may also play a significant role. Uncertain job prospects, such as those... View Details

Keywords: by Sean Silverthorne

07 Nov 2016
Research & Ideas

Corporate Tax Strategies Mirror Personal Returns of Top Execs

financial advisers and accountants. It boils down to personal preference, according to Harvard Business School Assistant Professor Gerardo Pérez Cavazos. “High net worth individuals have a wide range of... View Details

Keywords: by Roberta Holland

03 Nov 2022
Op-Ed

Feeling Separation Anxiety at Your Startup? 5 Tips to Soothe These Growing Pains

many early employees will adjust to the scale of the business and the founders letting go of the details, some can become frustrated. They no longer feel “in the know” or recognized as the CEO’s trusted adviser on particular decisions for... View Details

Keywords: by Julia Austin

07 Sep 2020
Research & Ideas

How to Help Small Businesses Survive COVID's Next Phase

hours reduce electricity bills? Perhaps for the first time, small-business owners accustomed to monthly accounting might need to track day-to-day spending so they can react quickly to changing economic conditions. Free and low-cost tools from banks and fintech firms... View Details

Keywords: by Danielle Kost; Food & Beverage; Service

Publications