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Focus Financial Partners and the U.S. RIA Industry in 2014
Viceira, Luis M.; Chien, Emily A.Caso HBS-214103-EFinanzasIn the Spring of 2014, Rudy Adolf, CEO and founder of Focus Financial, and the two other co-founders of the firm are considering alternative growth strategies to solidify Focus Financial position as a leading aggregator of independent wealth management firms in the U.S. Focus has grown from $3.5B in client assets at its inception in 2006 to over $70B in and it has acquired more than 30 RIA (Registered Investment Advisor) firms, capitalizing on a ...Desde 8,20 €
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The Wealthfront Generation
Viceira, Luis M.; Ciechanover, Allison M.Caso HBS-216085-EFinanzasThis case features Wealthfront, a Palo Alto California-based financial technology startup. Wealthfront created a fully-automated, low-cost online investment platform targeting the millennial generation. The founders positioned Wealthfront as a disruptiveDesde 8,20 €
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LOYAL3: Own What You Love
Viceira, Luis M.; Ciechanover, Allison M.Caso HBS-215075-EFinanzasThis case features San Francisco-based financial technology startup, LOYAL3. Founded in 2008, the company seeks to disrupt the capital markets and democratize access to those markets for retail investors. By the fall of 2014, LOYAL3 had three products. In the first, the Social IPO Platform , LOYAL3 acted as co-manager of an issuing company's initial public offering (IPO), enabling individual investors to purchase IPO shares at the same price-an...Desde 8,20 €
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The Vanguard Group, Inc. in 2015: Celebrating 40
Sunderam, Adi; Viceira, Luis M.; Ciechanover, Allison M.Caso HBS-216026-EFinanzasDesde 8,20 €
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Zillow Offers: Winning Online Real Estate 2.0
Viceira, Luis M.; Di Maggio, Marco; Ciechanover, Allison M.Caso HBS-220021-EFinanzasZillow Group launches an ibuyer program to buy and sell physical homes. Founded in 2005, Zillow had become the leading online real estate and home-related marketplace. The brand was recognized as a trusted resource for players in the real estate market,Desde 8,20 €
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U.S. Retirement Savings Market and the Pension Protection Act of 2006
Viceira, Luis M.Caso HBS-207130-EFinanzasProvides an overview of the evolution of the private retirement savings market in the U.S. since 1990; the management and administration of defined-contribution (DC) plans; the existing evidence about the investment and savings decisions of participants in DC plans; and the Pension Protection Act of 2006.Desde 8,20 €
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Vanguard Group, Inc., in 2006 and Target Retirement Funds
Viceira, Luis M.Caso HBS-207129-EFinanzasThe Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for low-cost investing and high-quality customer service which always does what it thinks is best for its clients. Vanguard has recently launched a family of life-cycle funds called Ta...Desde 8,20 €
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El Vanguard Group, Inc. en 2006 y los Target Retirement Funds
Viceira, Luis M.Caso HBS-218S13FinanzasEl Vanguard Group es uno de los mayores gestores de activos en los EE.UU., con más de $ 1 billón en activos, el noventa por ciento de los cuales son activos de los fondos mutuos, y más de 12.000 empleados al cierre del ejercicio 2006. Vanguard ha construido una sólida reputación como el gerente de referencia de bajo costo de inversión y el servicio al cliente de alta calidad que siempre hace lo que piensa que es mejor para sus clientes. Vanguard ...Desde 8,20 €
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The Long and Short of Apollo Group and the University of Phoenix (A)
Viceira, Luis M.; Heilprin, Joel L.; Holmes, Andrew S.; Zajac, Damian M.Caso HBS-212045-EFinanzasTo maximize their effectiveness, color cases should be printed in color. A hedge fund is deciding whether to liquidate its position in Apollo Group, a for-profit education firm, in light of significant political and macro-economic uncertainty facing the industry. As part of the investment analysis a complete discounted cash flow analysis must be performed.Desde 8,20 €
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APG Group: Managing Pensions for the Future
Viceira, Luis M.; Corsi, ElenaCaso HBS-214087-EFinanzasDesde 8,20 €