Episode 141 – Sanctuary Wealth Oasis: Connecting the Technology to the Advisor – With Ainslie Simmonds

Ainslie Simmonds is a Managing Director and member of the executive committee at Pershing. She’s also Pershing’s President of Pershing X, a new business unit that designs and builds innovative digital solutions for Pershing’s wealth solutions clients including broker-dealers, RIAs, and trust companies.

Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Ainslie discuss the exciting launch of the Pershing X platform while also diving into the relationship between the digital world and financial advisors.

They also discussed:

• The career shift from consumer products to the financial services industry and the insight Simmonds learned about the consumer 
• How to think about marrying the digital world with financial advisors and both the opportunities and challenges that might ensue
• Some of the gaps that exist with advisor tech that can be seen today
• The launching of Pershing X and what went into the creation of it
• The Pershing X platform and the feedback they have been receiving 

 

Resources: 

Sanctuary Wealth

Pershing

Source