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