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

Power Your Advice

English - January 04, 2023 17:46 - 12 minutes - 22.7 MB
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Previous Episode: Episode 140 – Sanctuary Wealth Oasis: Passion Under the Hood of Portfolios – With EJ Kahn

Next Episode: Episode 142 – Building Upon the Foundation of Axos Clearing – With Michael Scaplen

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 … Continue reading Episode 141 – Sanctuary Wealth Oasis: Connecting the Technology to the Advisor – With Ainslie Simmonds →