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- All HBS Web (220)
- Faculty Publications (103)
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- All HBS Web (220)
- Faculty Publications (103)
- 15 Jun 2021
- News
In My Humble Opinion: Building Blocks
Ric Lewis (PMD 69, 1995) was studying economics at Dartmouth in the 1980s when he interviewed for a summer internship at Meredith & Grew, an old-line Boston brokerage and real estate development firm. “If you wanted to say, ‘one of these... View Details
- 11 Apr 2000
- Research & Ideas
Financial Services 24/7
customers to take their business elsewhere. With new Internet-only banks and brokerages popping up regularly, established firms must find innovative ways to hold onto their customers. "Traditionally, strategy was institutionally... View Details
Keywords: by Susan Young
- 01 Feb 2000
- News
Financial Services 24/7
dissatisfied customers to take their business elsewhere. With new Internet-only banks and brokerages popping up regularly, established firms must find innovative ways to hold onto their customers. "Traditionally, strategy was... View Details
Keywords: Susan Young
- 16 Jul 2001
- Research & Ideas
How to Compete Like a Judo Strategist
"If you're going to have to face the music eventually, why wait?" Pottruck and his team made the tough decision to cannibalize their successful discount brokerage business in favor of Internet trading and ultimately integrated... View Details
Keywords: by David B. Yoffie & Mary Kwak
- 30 Oct 2007
- First Look
First Look: October 30, 2007
individual. We identify the moderators of brokerage and argue for contingent benefits, based on the interaction of structure with the attributes, career experiences, and extended networks of individuals and their collaborators. Using a... View Details
Keywords: Sean Silverthorne
- 08 Jul 2002
- Research & Ideas
How to Fashion Your New E-Business Model
products; these companies are now content aggregators, portals, and media companies. At the same time, non-high-tech businesses, such as Charles Schwab, are becoming technology infrastructure providers. David Pottruck, co-CEO of Charles Schwab, explained:... View Details
Keywords: by Lynda M. Applegate
- Web
Lehman Brothers - Introduction | Baker Library | Bloomberg Center | Harvard Business School
Brothers, stretching over a century and a half, reflects the role of investment banking in the development and growth of the U.S. economy. Founded in the mid-nineteenth century, the family partnership evolved from a general store to a commodities View Details
- 01 Feb 1997
- News
Shaping the Future of Business: Entrepreneurial Evolution at HBS
("The Maniacs") ever to blast live rock-and-roll through Harvard College's hallowed halls. After graduating from the College and then from HBS, however, James settled down at his father's four-year-old St. Petersburg, Florida, brokerage... View Details
- 04 Dec 2000
- What Do You Think?
Have We Overdone Deregulation and Privatization?
industry, and then into areas such as brokerage fees and other professional services. In recent years, the deregulation movement has spread to industries with which consumers interact daily, such as electric power and telephone service,... View Details
Keywords: by James Heskett
- 01 Jun 2001
- News
Merrill Lynch's Stan O'Neal
and knowing that insiders considered the CFO position a thankless assignment. “I’m a sucker for learning opportunities,” he adds, “and this was one I couldn’t pass up.” After two years as CFO, O’Neal rose to his current post, making him the first-ever nonbroker to head... View Details
- Web
Teams | New Venture Competition
clinics and patients, improving access and clinic efficiency. Zyra Sara Kamprad (MBA 2025) Camilla Lopes (MBA 2025) Empowering the U.S. hemp industry with end-to-end brokerage services for sustainable supply chain growth View Details
- 19 Feb 2007
- Research & Ideas
Inexperienced Investors and Market Bubbles
understanding the effects of inexperience more broadly. We are working on a project that looks at individual investors' trading decisions in their brokerage accounts. View Details
- 01 Sep 2008
- News
Reality to News Biz: Drop Dead
vastly overrated. Think about it: How many Web plug-ins do you use to block pop-ups? Don’t you look away, or shift to e-mail, when a news site’s video starts with a 15-second brokerage ad? What did we ever do before we could TiVo past the... View Details
- Profile
Phillip Michael Strazzulla
Phil Strazzulla, the founder and CEO of LifeGuides, learned early in life the value of a wise and experienced advisor. The advisor in this case was his father, an eye doctor, who helped Strazzulla and his younger brother open brokerage... View Details
- 01 Sep 2020
- News
Alumni and Faculty Books for September 2020
Wiley Stock investing is more prevalent than ever, whether directly or indirectly through brokerage accounts, exchange-traded funds, mutual funds, or retirement plans. Despite this, the vast majority of individual investors have no... View Details
- Web
Women's History Month | Baker Library
first woman to purchase a seat on the New York Stock Exchange and was the first woman to own and direct a NYSE-member brokerage firm. Throughout her career, Muriel Siebert was actively involved with a wide range of non-profit, civic and... View Details
- 16 Feb 2021
- Blog Post
The Rise of The Sixes: Interview with CEO and Founder Franci Girard
change, Girard’s next step was off the court and onto Wall Street as a Prime Brokerage Associate at Goldman Sachs. “While at Goldman Sachs, I knew I wanted something more entrepreneurial for my career,” said Girard. “Specifically, I had... View Details
- 01 Jan 2013
- News
Thomas A. James, MBA 1966
investment in people have remained steadfast as he has grown the company into a leading global financial services firm. In the 1970s, RJF expanded into brokerage offices across the country, working with affiliates that acted as... View Details
Keywords: Susan Young
- Web
Demo Day | New Venture Competition
that automates the customs brokerage process end-to-end to improve the efficiency of logistics companies. Kykloris Hande Ilhan (MBA 2025) Kykloris installs modular systems in industrial seafood processing facilities, converting waste into... View Details
- 27 Mar 2018
- First Look
First Look at New Research, March 27, 2018
sell-side analysts employed at state-owned brokerages issued relatively optimistic earnings forecasts and stock recommendations during these periods. This relative optimism is particularly pronounced in earnings forecasts for larger firms... View Details
Keywords: Sean Silverthorne