Publications

September 1999 (Revised July 2001)
Case

Charles Schwab Corporation (B)

By: F. Warren McFarlan and Nicole Tempest

Catches the situation facing Charles Schwab Corp. in late August 1999 in the dramatically changing brokerage industry. Their bold moves in January 1998 have created a new industry competitive pattern and provoked aggressive response by companies like Merrill Lynch. View Details

Keywords: Information Technology; Business Strategy; Situation or Environment; Competition; Financial Services Industry

August 2008
Supplement

Becky Saeger, CMO, Charles Schwab & Co., Inc., Interviewed by Professor John Quelch

By: John A. Quelch

Professor John Quelch interviewed Becky Saeger, Chief Marketing Officer of Charles Schwab and Co., Inc., with regard to the background and success of the "Talk to Chuck" advertising campaign. View Details

Keywords: Success; Advertising Campaigns; Financial Services Industry

September 1999 (Revised March 2001)
Case

Charles Schwab Corporation (A)

By: F. Warren McFarlan and Nicole Tempest

A look at the industrial restructuring in the brokerage industry made possible by e-commerce. Focuses the student's attention on the decision alternatives facing Charles Schwab, one of the industry leaders in January 1998. In a word, the challenge is "Do they slash... View Details

Keywords: Restructuring; Internet and the Web; Price; Decision Choices and Conditions; Business Strategy; Competitive Strategy; Financial Services Industry

Winter 2002
Article

Discussion of 'Open Source Genomics' by Dan Burk

By: Josh Lerner

July 2005 (Revised January 2011)
Case

Understanding Customer Profitability at Charles Schwab

By: Francisco de Asis Martinez-Jerez

Charles Schwab is transforming into a customer-centric organization. Central to this cultural and organizational change is the utilization of customer profitability at different decision-making levels. Examines several technical aspects of the ABC cost system, as well... View Details

Keywords: Organizational Change and Adaptation; Motivation and Incentives; Customer Relationship Management; Customer Value and Value Chain; Activity Based Costing and Management; Decision Making; Organizational Culture; Profit; Performance Evaluation; Budgets and Budgeting

02 May 2014
Working Paper Summaries

Profits and Economic Development

Keywords: by Dan Schwab & Eric Werker

June 2023
Case

Dan McCrum - Unmasking Wirecard

By: Jonas Heese, Charles C.Y. Wang, Tonia Labruyere and Carlota Moniz

Dan McCrum, an investigative journalist for the Financial Times, had spent the past six years fighting to expose German payment processing firm Wirecard. The company had enjoyed years of exponential growth and was viewed by several investors as the poster child of... View Details

Keywords: Crime and Corruption; Accounting; Financial Services Industry; Journalism and News Industry; Europe; United Kingdom; Germany

02 Jun 2022
Research & Ideas

Blissful Thinking: When It Comes to Finding Happiness, 'Your Dreams Are Liars'

and a former professional French-horn player, Brooks came to the subject of happiness by way of art. His early research focused on why people produce and consume art and beauty as well as the motives behind human generosity. He discovered... View Details

Keywords: by Dan Morrell

10 Feb 2011
Working Paper Summaries

The Dark Side of Creativity: Original Thinkers Can Be More Dishonest

Keywords: by Francesca Gino & Dan Ariely

29 Jul 2002
Research & Ideas

Get Off the Dime!

Using real-life stories, John Kotter and Dan Cohen have identified eight steps toward making large-scale change in organizations. The first step: Create a sense of urgency among the relevant people.In successful change efforts, the first... View Details

Keywords: by John P. Kotter & Dan S. Cohen

30 Nov 2015
Research & Ideas

Donors Are Turned Off by Overhead Costs. Here’s What Charities Can Do

showed that participants were turned off by overhead. The higher the level of overhead associated with a donation to charity: water, the lower the percentage of participants who chose to donate to it. When they learned that donations to... View Details

Keywords: by Carmen Nobel

28 Sep 2012
Working Paper Summaries

Self-Serving Altruism? When Unethical Actions That Benefit Others Do Not Trigger Guilt

Keywords: by Francesca Gino, Shahar Ayal & Dan Ariely

12 Oct 1999
Research & Ideas

Right from the Start: Common Traps for the New Leader

In this excerpt from Chapter 1 of the their book, Dan Ciampa and HBS Professor Michael D. Watkins describe some of the common traps into which new leaders can fall. Falling Behind The Learning Curve Not using the time before entry... View Details

Keywords: by Dan Ciampa & Michael D. Watkins

13 Apr 2011
Working Paper Summaries

The ‘IKEA Effect’: When Labor Leads to Love

Keywords: by Michael I. Norton, Daniel Mochon & Dan Ariely; Consumer Products

05 Jul 2006
Working Paper Summaries

Schumpeter’s Plea: Rediscovering History and Relevance in the Study of Entrepreneurship

Keywords: by Geoffrey G. Jones & Dan Wadhwani

17 Feb 2012
Working Paper Summaries

Breaking Them In or Revealing Their Best? Reframing Socialization around Newcomer Self-Expression

Keywords: by Dan Cable, Francesca Gino & Brad Staats

23 Apr 2009
Working Paper Summaries

Does Public Ownership of Equity Improve Earnings Quality?

Keywords: by Dan Givoly, Carla Hayn & Sharon P. Katz

09 Mar 2017
Working Paper Summaries

Exploring the Relationship Between Architecture Coupling and Software Vulnerabilities: A Google Chrome Case

Keywords: by Robert Lagerström, Carliss Y. Baldwin, Alan MacCormack, Dan Sturtevant, and Lee Doolan

October 2018 (Revised July 2019)
Case

Sidewalk Labs: Privacy in a City Built from the Internet Up

By: Leslie K. John, Mitchell Weiss and Julia Kelley

Email mking@hbs.edu for a courtesy copy.

By the time Dan Doctoroff, CEO of Sidewalk Labs, began hosting a Reddit “Ask Me Anything” session in January 2018, he had only nine months remaining to convince the people... View Details