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