Anna Olejarczyk

Dealing with difficult clients

It happens to the best of us. It’s 8:00 a.m. and a client calls to vent about his portfolio not performing. He hasn’t slept all night, and he wants to start your day with that news. This isn’t a dream. Difficult clients are a reality and chances are you’ve worked with a few. They drive […]

By Anna Olejarczyk |June 2, 2012

9 min read

Industry

Technology changes client interaction

The growing popularity of smart phones is changing the way consumers prefer to communicate with the financial services sector, according to a new study from Telus and IDC Canada. The study, called The Future Consumer, looks into shifting communications expectations of Canadian consumers and the role technology plays in their growing demand for service. As […]

By Anna Olejarczyk |October 14, 2009

4 min read

Industry

Busting active versus passive myths

Investors these days truly have a tough nut to crack, as much has been debated about the merits of active versus passive management. Amid debates, confusion and reports — investors still need to plan and carefully assess the best way to manage their funds. At the first Vanguard Investment Strategy Group Investment Forum, principal Fran […]

By Anna Olejarczyk |October 9, 2009

3 min read