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How Merrill Lynch Is Planning for Its Customers to Live to 100
Business and society Digital ArticleIt’s a shift that many companies will need to make in the coming years. -
The Dark Side of CEO Succession
Succession planning Magazine ArticleMost CEOs and most board members manage the CEO’s succession well. In many companies, CEOs are bound by tradition or policy to step down at a certain age, and plan accordingly. Many have enough vision and insight to overcome any momentary desire to stay on, and indeed take pleasure in training and developing the next […] -
How to Launch a Successful Portfolio Career
Career planning Digital ArticleHaving a medley of part-time roles sounds great, but it can be a hard transition. -
You’re Likely to Live Longer If You Retire After 65
Retirement planning Magazine ArticleWorking an extra year decreases mortality rates by 11%, a new analysis shows. -
It’s Time to Replace the Public Corporation
Business models SpotlightWe need a model that truly focuses on the long term. -
The Right Way to Manage Your Pension Fund
Accounting Magazine ArticleThe way we deal with risk depends on how we define it. This is often a more complicated task than appears. Risk is such a many-headed monster that selecting the right head to strike at can be a big challenge. Corporate executives have traditionally defined pension fund risk in terms of the trade-off between risk […] -
Retirement-Proof Your Company
Consumer behavior Big IdeaDon’t let older employees leave without passing down the skills, connections, and institutional knowledge they’ve spent years accumulating. -
The Crisis in Retirement Planning
Finance and investing Magazine ArticleOur approach to saving is all wrong: We need to think about monthly income, not net worth. -
Americans Haven’t Saved Enough for Retirement. What Are We Going to Do About It?
Retirement planning Digital ArticleHow we got here — and one potential solution. -
3 Tips for a Smooth Transition into Retirement
Management VideoExecutives often struggle with life after retirement, and enter this phase of their lives ill-prepared. To avoid this happening to you, make sure you... -
Finding Direction When You're Feeling Lost
Leadership & Managing People Digital ArticleA five-part framework to help you navigate. -
Too Many Employees Cash Out Their 401(k)s When Leaving a Job
Leadership & Managing People Digital ArticleCompanies can make small changes that could dramatically increase retirement readiness. -
Reckoning with the Pension Fund Revolution
Finance and investing Magazine ArticleFifteen years after it was first chronicled, the “unseen revolution” transforming corporate ownership in the United States is now visible to all. The 20 largest pension funds (13 of them funds of state, municipal, or nonprofit employees) hold around one-tenth of the equity capital of America’s publicly owned companies. All told, institutional investors—that is, primarily […] -
Design a Retirement That Excites You
Management VideoAs many Baby Booms approach so-called retirement age, they are somewhat anxious about what's next. Their concerns are less financial than identity- and... -
Why Retirement Is a Flawed Concept
Retirement planning Digital ArticleNo one really wants to sit around and do nothing. -
When No One Retires
Consumer behavior Big IdeaYou can see the graying of your workforce as a crisis — or an opportunity. -
The Best-Performing CEOs in the World, 2019
Leadership SpotlightThe latest edition of HBR’s annual list
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Multigenerational Workplace: Tools for Preparing Your Team for the Future
Management BookThe workforce is changing. Will you adapt or be left behind? Generational distrust and ageism are seeping into organizations worldwide. Differences over... -
Diogenes-FG: Heralding Responsible Innovation in Fiduciary Services for Retirement and Nonprofit Trustees
Innovation & Entrepreneurship Case Study8.95View Details Diogenes pioneered the use of technology to support trustees and boards in their role as fiduciaries of employee retirement funds. Typically, a multinational... -
Krishna's Retirement Plan
Finance & Accounting Case Study8.95View Details Retirement planning is gaining importance for India's growing middle class. Like many young professionals, Krishna Chaitanya, a recent MBA graduate, questioned... -
Searching for a Retirement Plan
Finance & Accounting Case Study8.95View Details -
High-Impact Wealth Management: Tom and Deena Li Plan for Retirement
Finance & Accounting Case Study8.95View Details The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on... -
Krishna's Tax Planning
Finance & Accounting Case Study8.95View Details The case is about Krishna, who has just started his professional career and is wondering what strategy to follow to maximize his after-tax wealth. He... -
Multigenerational Workplace: The Insights You Need from Harvard Business Review
22.95View Details Seize the benefits of the five-generation workforce. Generational distrust and ageism are seeping into organizations worldwide. Differences over communication... -
Krishna's Personal Insurance Plan
Finance & Accounting Case Study8.95View Details Demand for healthcare and insurance is increasing as India's middle income earners seek to reduce risk. As a new MBA graduate, Krishna Chaitanya wondered... -
Nielsonlar Insurance: Replacing a Life Insurance Plan
Finance & Accounting Case Study8.95View Details In 2003, a financial planner in Calgary started working with the owner of Oilfield Welding Limited to provide employee benefits to the owner and his... -
HBR Guide to Designing Your Retirement
21.95View Details Set yourself up for a successful transition. Retirement is perhaps the greatest and most deeply personal career transition you'll ever make. Will you... -
High-Impact Wealth Management: Tom and Deena Li Plan for Retirement - Companion Reading
Finance & Accounting Case Study5.00View Details Supplement to case W16506. -
High-Impact Wealth Management: Andrew Takes Shelter
Finance & Accounting Case Study8.95View Details The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on... -
CalPERS Private Equity 2.0
Management Case Study8.95View Details Yup Kim, the Head of Investments, Private Equity at the California Public Employees' Retirement System (CalPERS), reflected on the pension fund's private... -
The Employees Provident Fund (EPF Malaysia): Modern Retirement Challenges
Management Case Study8.95View Details The Employees Provident Fund (EPF) is Malaysia's national private-sector pension program. It has grown into one of the largest pension funds in the world.... -
High-Impact Wealth Management: Andrew Takes Shelter - Companion Reading
Finance & Accounting Case Study5.00View Details Supplement to case W16513.
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Krishna's Tax Planning, Teaching Note
Finance & Accounting Digital ArticleTeaching Note for Case HK1286 -
Multigenerational Workplace: Tools for Preparing Your Team for the Future
Management BookThe workforce is changing. Will you adapt or be left behind? Generational distrust and ageism are seeping into organizations worldwide. Differences over... -
Diogenes-FG: Heralding Responsible Innovation in Fiduciary Services for Retirement and Nonprofit Trustees
Innovation & Entrepreneurship Case Study8.95View Details Diogenes pioneered the use of technology to support trustees and boards in their role as fiduciaries of employee retirement funds. Typically, a multinational... -
How Merrill Lynch Is Planning for Its Customers to Live to 100
Business and society Digital ArticleIt’s a shift that many companies will need to make in the coming years. -
The Dark Side of CEO Succession
Succession planning Magazine ArticleMost CEOs and most board members manage the CEO’s succession well. In many companies, CEOs are bound by tradition or policy to step down at a certain age, and plan accordingly. Many have enough vision and insight to overcome any momentary desire to stay on, and indeed take pleasure in training and developing the next […] -
Marketing Retirement--or Staying On the Job
Leadership & Managing People Digital ArticleFinancial packages provide the most common incentive to meet the legal requirement that retirement be voluntary. However, managers have other tools to... -
High-Impact Wealth Management: Andrew Takes Shelter, Teaching Note
Finance & Accounting Digital ArticleTeaching note for case W16513. -
How to Launch a Successful Portfolio Career
Career planning Digital ArticleHaving a medley of part-time roles sounds great, but it can be a hard transition. -
Krishna's Retirement Plan
Finance & Accounting Case Study8.95View Details Retirement planning is gaining importance for India's growing middle class. Like many young professionals, Krishna Chaitanya, a recent MBA graduate, questioned...
