Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds

The post Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 174 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. This episode is part of our ongoing series focusing […] The post Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds appeared first on and was written by Craig Iskowitz.