Provides an overview of current strategy at Merrill Lynch financial services for private clients. Financial services for private customers in 1998, should be given to all students as background material. The class should then be divided into groups, each group with one of the following cases: Retail Financial Services in 1998: Charles Schwab, Retail Financial Services in 1998: Fidelity Investments, financial services for consumers in 1998: First Union, Financial Services for private customers in 1998, Merrill Lynch or Retail Financia … Read more »

Provides an overview of current strategy at Merrill Lynch financial services for private clients. Financial services for private customers in 1998, should be given to all students as background material. The class should then be divided into groups, each group with one of the following cases: Retail Financial Services in 1998: Charles Schwab, Retail Financial Services in 1998: Fidelity Investments, financial services for consumers in 1998: First Union, Financial Services for private customers in 1998, Merrill Lynch and Retail Financial Services in 1998. Preparing Travelers to understand how each player tries, value in the converging world of financial services for private clients capture
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Stephen P. Bradley,
Takia Mahmood
Source: Harvard Business School
10 pages.
Publication Date: Dec 16, 1998. Prod #: 799055-PDF-ENG
Financial services for private customers in 1998: Merrill Lynch HBR case solution