Background Note | HBS Case Collection | December 1998

Retail Financial Services in 1998

by Stephen P. Bradley and Takia Mahmood


Provides an overview of the current restructuring that is taking place in the retail financial services industry. Provides a brief overview of the structural changes in banking, brokerage, insurance, and mutual funds. Used as background for examining the strategies of several firms competing in this space.

Keywords: Economic Sectors; Economy; Financial Institutions; Financial Markets; Industry Growth; Strategy; Competitive Strategy; Banking Industry; Financial Services Industry;


Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998." Harvard Business School Background Note 799-051, December 1998.