Roundtable discussion: Covid and the future of financial advice.

The fallout from the COVID-19 pandemic creates the need for a new type of financial advisor who can integrate investment portfolios embracing client-facing automation, dynamic modeling and solutions that make risk more transparent. Clients today care more about risk than reward; the pandemic turned a paradigm on its head. Michael Avery speaks to the founder and CEO of the Collaborative Exchange, Kevin Hinton; Alex Babich, Managing Director of Alex Babich and Associates, an independent wealth, investment, employee benefits and retirement advisory services company; and Elke Brink, Financial Advisor with PSG Wealth, about Covid and future of financial advice