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  • All HBS Web  (4,589)
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  • 21 Nov 2011
  • Lessons from the Classroom

The New Challenge of Leading Financial Firms

A worldwide economic crisis. Intense scrutiny from board members, customers, and government regulators. Expanding global markets. Public protests aimed squarely at your industry. Running a financial institution, never easy to begin with,... View Details
Keywords: by Carmen Nobel; Financial Services
  • April 1986 (Revised February 1988)
  • Case

Batterymarch Financial Management (B)

By: Andre F. Perold
Keywords: Financial Services Industry
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Perold, Andre F. "Batterymarch Financial Management (B)." Harvard Business School Case 286-115, April 1986. (Revised February 1988.)
  • November 2012 (Revised July 2013)
  • Case

Gerry Pasciucco at AIG Financial Products

By: Gautam Mukunda and Thomas J. DeLong
Gerry Pasciucco was appointed to lead American International Group's Financial Products (AIGFP) group after the government bailout of AIG in 2008 and charged with the task of shutting down the division while minimizing the government's losses. AIGFP's failed trades had... View Details
Keywords: Corporate Accountability; Ethics; Crisis Management; Financial Crisis; Management Teams; Business and Government Relations; Financial Services Industry; United States
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Mukunda, Gautam, and Thomas J. DeLong. "Gerry Pasciucco at AIG Financial Products." Harvard Business School Case 413-059, November 2012. (Revised July 2013.)
  • Fall 2024
  • Article

The Problem of Good Conduct Among Financial Advisers

By: Mark Egan, Gregor Matvos and Amit Seru
Households in the United States often rely on financial advisers for investment and savings decisions, yet there is a widespread perception that many advisers are dishonest. This distrust is not unwarranted: approximately one in fifteen advisers has a history of... View Details
Keywords: Personal Finance; Behavioral Finance; Trust; Financial Services Industry
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Egan, Mark, Gregor Matvos, and Amit Seru. "The Problem of Good Conduct Among Financial Advisers." Journal of Economic Perspectives 38, no. 4 (Fall 2024): 193–210.
  • June 1993 (Revised May 1995)
  • Teaching Note

Roosevelt Financial Group, Inc. TN

By: Mary E. Barth and Krishna G. Palepu
Keywords: Finance; Financial Services Industry
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Barth, Mary E., and Krishna G. Palepu. "Roosevelt Financial Group, Inc. TN." Harvard Business School Teaching Note 193-179, June 1993. (Revised May 1995.)
  • December 2003
  • Teaching Note

Capital One Financial Corporation (TN)

By: Bharat N. Anand and Michael G. Rukstad
Teaching Note to (9-700-124). View Details
Keywords: Customization and Personalization; Industry Structures; Internet and the Web; Competitive Strategy; Information Management; Financial Services Industry
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Anand, Bharat N., and Michael G. Rukstad. "Capital One Financial Corporation (TN)." Harvard Business School Teaching Note 704-467, December 2003.
  • February 2002 (Revised March 2002)
  • Case

Customer Profitability and Customer Relationship Management at RBC Financial Group

By: V.G. Narayanan and Lisa Brem
The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details
Keywords: Competitive Advantage; Price; Customer Relationship Management; Marketing; Customer Value and Value Chain; Financial Services Industry; Financial Services Industry; Canada
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Narayanan, V.G., and Lisa Brem. "Customer Profitability and Customer Relationship Management at RBC Financial Group." Harvard Business School Case 102-043, February 2002. (Revised March 2002.)
  • 12 Aug 2020
  • Research & Ideas

Why Investors Often Lose When They Sue Their Financial Adviser

assistant professor of finance at Harvard Business School. When they do find out, they often want to sue, but they can’t. Financial services companies require customers to waive their right to litigate and... View Details
Keywords: by Danielle Kost; Financial Services
  • December 1998 (Revised December 1999)
  • Case

Morgan Stanley Dean Witter Private Client Services

By: Thomas J. DeLong, David M. Darst, Ann K Rusher and Catherine M. Conneely
The 1997 merger of retail giant Dean Witter and investment bank Morgan Stanley was a year old when Bob Sculthorpe was appointed director of Private Client Services (PCS) at Morgan Stanley Dean Witter (MSDW). The firm was still operating under two separate broker-dealer... View Details
Keywords: Mergers and Acquisitions; Business Divisions; Investment Banking; Brands and Branding; Salesforce Management; Competitive Strategy; Retail Industry
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DeLong, Thomas J., David M. Darst, Ann K Rusher, and Catherine M. Conneely. "Morgan Stanley Dean Witter Private Client Services." Harvard Business School Case 899-107, December 1998. (Revised December 1999.)
  • 2015
  • Working Paper

Customers and Investors: A Framework for Understanding Financial Institutions

By: Robert C. Merton and Robert T. Thakor
Financial institutions have both investors and customers. Investors, such as those who invest in stocks and bonds or private/public-sector guarantors of institutions, expect an appropriate risk-adjusted return in exchange for the financing and risk-bearing that they... View Details
Keywords: Financial Institutions
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Merton, Robert C., and Robert T. Thakor. "Customers and Investors: A Framework for Understanding Financial Institutions." NBER Working Paper Series, No. 21258, June 2015.
  • 07 Apr 2011
  • Working Paper Summaries

The Consequences of Financial Innovation: A Counterfactual Research Agenda

Keywords: by Josh Lerner & Peter Tufano
  • October 1994 (Revised January 1996)
  • Case

Roosevelt Financial Group, Inc. (B)

By: Mary E. Barth and Krishna G. Palepu
Keywords: Financial Institutions; Financial Services Industry
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Barth, Mary E., and Krishna G. Palepu. "Roosevelt Financial Group, Inc. (B)." Harvard Business School Case 195-153, October 1994. (Revised January 1996.)
  • 04 Aug 2017
  • Working Paper Summaries

Private Equity and Financial Fragility During the Crisis

Keywords: by Shai Bernstein, Josh Lerner, and Filippo Mezzanotti; Financial Services
  • 21 Jul 2010
  • Research & Ideas

HBS Faculty Debate Financial Reform Legislation

across the financial system if they failed (think Lehman). Financial institutions that pose such a threat are the financial equivalent of nuclear power plants, providing an... View Details
Keywords: by Staff
  • 12 Sep 2023
  • Research & Ideas

How Can Financial Advisors Thrive in Shifting Markets? Diversify, Diversify, Diversify

more comfortable using technology to make financial decisions. It turns out, Di Maggio says, that “having a broader view of the financial picture of the client helps [advisers] keep their clients and helps... View Details
Keywords: by Ben Rand; Financial Services
  • September 2022
  • Case

BancoSol: Financial Inclusion in the Perfect Storm

By: Michael Chu and Carla Larangeira
In the pandemic, financial inclusion icon BancoSol faces a government-mandated year-long deferral of all loan payments, followed by the sudden Covid death of its CEO. In a Bolivia mired in political turmoil following a failed presidential election, with clients not... View Details
Keywords: Decision Making; Crisis Management; Management Succession; Business Strategy; Innovation Leadership; Risk and Uncertainty; Financing and Loans; Restructuring; Financial Services Industry; Latin America; Bolivia
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Chu, Michael, and Carla Larangeira. "BancoSol: Financial Inclusion in the Perfect Storm." Harvard Business School Case 323-023, September 2022.
  • July 2009 (Revised July 2011)
  • Technical Note

Note on Capital in the U.S. Financial Industry

By: Clayton S. Rose, Scott Waggoner and Sally Canter Ganzfried
This note was created to supplement classroom discussion in the EC course "Managing the Financial Firm" and provides background for exploring issues general managers in financial firms face in considering appropriate capital levels. View Details
Keywords: Capital; Financial Institutions; Management; Financial Services Industry; United States
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Rose, Clayton S., Scott Waggoner, and Sally Canter Ganzfried. "Note on Capital in the U.S. Financial Industry." Harvard Business School Technical Note 310-005, July 2009. (Revised July 2011.)
  • April 1985 (Revised November 1987)
  • Case

American Express Travel Related Services Co.

Describes the company's new focus on entrepreneurship during the era of Lou Gerstner, chairman and CEO since 1982. View Details
Keywords: Change Management; Corporate Entrepreneurship; Financial Services Industry; Financial Services Industry
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Kao, John J. "American Express Travel Related Services Co." Harvard Business School Case 485-174, April 1985. (Revised November 1987.)
  • March 2002 (Revised May 2007)
  • Case

Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)

By: V.G. Narayanan and Lisa Brem
The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details
Keywords: Customers; Customer Relationship Management; Price; Perspective; Marketing; Competitive Advantage; Financial Services Industry; Financial Services Industry; Canada
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Narayanan, V.G., and Lisa Brem. "Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)." Harvard Business School Case 102-072, March 2002. (Revised May 2007.)
  • 1999
  • Chapter

The Global Financial System Project

By: Robert C. Merton and Peter Tufano
Keywords: International Finance; Globalized Markets and Industries; Projects; Financial Services Industry; Financial Services Industry
Citation
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Merton, Robert C., and Peter Tufano. "The Global Financial System Project." In The Intellectual Venture Capitalist: John H. McArthur and the Work of the Harvard Business School, 1980-1995, edited by T. K. McCraw and J. L. Cruikshank. Boston: Harvard Business School Press, 1999.
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