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, MD of Alexander Babich and Associates, an independent wealth, investment, employee benefits and retirement advisory services company; and Elke Brink, financial advisor with PSG Wealth.

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