Tag: Advisor Tools
Cutting Through WealthTech Noise with Chip Kispert (Ep. 30)

Cutting Through WealthTech Noise with Chip Kispert (Ep. 30)

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Wealth management firms are drowning in technology, but which tools truly matter?

In this episode of In The Money, host Rusty Sommer talks with Chip Kispert, Managing Partner of Beacon Strategies, about separating hype from value in AI, compliance, and alternatives. They explore how firms can scale effectively, adopt tech without fatigue, and prepare for the next wave of client expectations.

Key Points:

  • How advisors face tech overload and why plug-and-play solutions that simplify workflows are gaining traction
  • Real AI use cases like estate planning, compliance surveillance, and portfolio monitoring versus “AI noise”
  • The challenges of Rep-as-PM, the role of benchmarks, and how tech supports customized portfolios
  • Compliance concerns around AI, the urgent need for firm-level AI policies, and regulatory expectations
  • The growing demand for alternative investments, hurdles in adoption, and why scalability is the ultimate catalyst for firm-wide change
  • And more!

Connect with Rusty Sommer:

Connect with Chip Kispert:

About Our Guest: 

Chip Kispert is the Founder and Managing Partner of Beacon Strategies, LLC. He has over 20 years of experience in the broker-dealer and asset management industries. Chip specializes in developing and implementing data management-centric supply strategies, focusing on infrastructure evolution. Before founding Beacon, he was the Vice President of Sales at Trust Company of America and held senior sales and business development roles at Fidelity Investments for four years.

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Your Guide to Optimizing Portfolio Management with Advanced Reporting with Bill McFadden of GreenHill Investment Reporting (Ep. 25)

Your Guide to Optimizing Portfolio Management with Advanced Reporting with Bill McFadden of GreenHill Investment Reporting (Ep. 25)

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How is cutting-edge technology reshaping portfolio management with advanced reporting?

Join Rusty Sommer as he sits down with Bill McFadden, President and CEO of GreenHill Investment Reporting, to explore the evolving intersection of portfolio management and performance reporting, and its pivotal role in client trust and decision-making.

Bill McFadden explores how investment reporting has evolved from a basic compliance requirement into a strategic asset, enabling deeper client engagement, clearer insights, and more informed wealth management decisions. With a key focus on leveraging data visualization and tech partnerships, the duo discusses the importance of customized, clear communication to tell compelling investment stories.

Rusty and Bill discuss: 

  • The balance of automation with personalized client services for investment professionals
  • Flexibility and customization in investment performance measurement
  • AI’s potential influence on generating insights and enhancing advisory roles
  • Greenhill’s innovative initiatives, including a unique partnership with Drexel
  • The shift in client expectations and more sophisticated reporting needs
  • How enhanced data, combined with sophisticated portfolio management and reporting solutions, can address alternative investment needs.

Connect with Rusty Sommer:

Connect with Bill McFadden:

About Our Guest: 

Bill McFadden is the President at GreenHill Investment Reporting in the Greater Tampa Bay Area. He has over 25 years of experience as a Financial Services Executive and Entrepreneur. Bill is also the owner of Sixline, an investment advisory consulting firm. Bill McFadden was formerly the lead of Business Development for CGI.

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