Melissa Motyka

Recent Posts

Can Traditional and Robo Advisers Co-exist?

by Melissa Motyka Last updated on July 25, 2017

Image: Kait Loggins

In some parts of the world like the U.S. and the U.K., robo-advisers have been around for almost a decade; in Canada, the digital addition to the financial services industry has been more recent, withh the first few robo players launching their services in late 2014. 

While there is no shortage of robo companies in North America and abroad, there is still some uncertainty when it comes to how they can form meaningful partnerships with existing traditional advisers. Before we can tackle how the two can co-exist - and thrive together - it's important to understand how robo-advisers serve clients. 

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Millennial Vs. [Insert Financial Service]: There's An App For That

by Melissa Motyka Last updated on August 17, 2016

There are a lot of firsts that come with being a millennial. These firsts may include securing the first job in your career, or taking your first big job risk; the first move out of your college town and into the city, or maybe traveling across an ocean to explore what another country can offer you; or your first major house purchase, whether it be an apartment or a bungalow. Whatever you’ll be experiencing for the first time in your twenties, this new landscape comes with a new set of financial responsibilities and decisions to make. 

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