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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 […] -
The CEO’s Guide to Retirement
Retirement planning Digital ArticleDon’t just golf — become a mentor. -
The Crisis in Retirement Planning
Organizational Development Magazine ArticleCorporate America began to really take notice of the looming retirement crisis in the wake of the dot-com crash, when companies in major industries went... -
Next-Gen Retirement
Retirement planning Magazine ArticlePost-career life has changed, and it demands a new approach. -
Retiring Boomers Should Consider Selling Their Companies to Millennials
Succession planning Digital ArticleThe “search fund” model is particularly well suited to our demographic moment. -
The CEO Life Cycle
Leadership SpotlightA study of performance over time -
Planning Your Post-Retirement Career
Career planning Digital ArticleFour questions to ask yourself. -
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 New World of Work after “Retirement”
Retirement planning Digital ArticleIt’s time to formalize a “deceleration” career phase — one that lets us ease up and step down, without the angst that comes from doing something outside the norm. I know the concerns: What about the loss of prestige? Can we really reduce people’s salaries? How will it affect pensions? All important issues — and […] -
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... -
Pension Roulette: Have You Bet Too Much on Equities?
Accounting Magazine ArticleWith the stock market down, many pension funds are in trouble, and employees and fund managers are scared. Companies should have realized—and had better learn—that they can never get ahead by putting retirement funds in stocks. -
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. -
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 […] -
The CEO’s Guide to Retirement
Leadership SpotlightKnow when to leave—and plan for what’s next. -
3 Tips for a Smooth Transition into Retirement
Retirement planning Digital ArticleLeaving your job behind can be painful. But it doesn’t have to be. -
Finding Direction When You're Feeling Lost
Leadership & Managing People Digital ArticleA five-part framework to help you navigate. -
The Baby Boomer Retirement Fallacy and What It Means to You
Age and generational issues Digital ArticlePundits have been telling corporate America for years that the Baby Boomers will soon create a “retirement tsunami”. But there’s one small problem – the pundits are wrong. As it turns out, there are far fewer than the much-touted “78 million Baby Boomers poised for retirement”. In fact, the growth rate in both the number […] -
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 […]
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High-Impact Wealth Management: Andrew Takes Shelter - Companion Reading
Finance & Accounting Case Study5.00View Details Supplement to case W16513. -
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... -
Searching for a Retirement Plan
Finance & Accounting Case Study8.95View Details -
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... -
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.... -
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... -
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... -
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... -
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: 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... -
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... -
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... -
HBR Guide to Designing Your Retirement
44.00View 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... -
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... -
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...
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High-Impact Wealth Management: Andrew Takes Shelter - Companion Reading
Finance & Accounting Case Study5.00View Details Supplement to case W16513. -
Diogenes-FG: Heralding Responsible Innovation in Fiduciary Services for Retirement and Nonprofit Trustees, Teaching Note
Innovation & Entrepreneurship Digital ArticleTeaching note for case UV7453. -
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 […] -
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... -
The CEO’s Guide to Retirement
Retirement planning Digital ArticleDon’t just golf — become a mentor. -
Money Won’t Make Your Life Meaningful
Early career AdviceDevelop a purpose-driven relationship with personal finance. -
The Crisis in Retirement Planning
Organizational Development Magazine ArticleCorporate America began to really take notice of the looming retirement crisis in the wake of the dot-com crash, when companies in major industries went... -
Searching for a Retirement Plan
Finance & Accounting Case Study8.95View Details -
Next-Gen Retirement
Retirement planning Magazine ArticlePost-career life has changed, and it demands a new approach.