InspereX is digitally transforming how
fixed income and market-linked products
are accessed, evaluated, and traded.
InspereX Appoints Managing Director of Private Market Solutions
Delray Beach, FL – JULY 15, 2025 – InspereX, the tech-driven fixed income and structured products distribution and trading firm, today announced Mark Whyman has been appointed Managing Director, RIA and Private Market Solutions. Mr. Whyman will report to Deryk Rhodes, Managing Director and Head of Wealth Management Solutions. Mr. Whyman will build the firm’s private markets platform in partnership with asset managers and technology providers. In addition, Mr. Whyman
INSPEREX SURVEY: REFERRALS DRIVING BUSINESS, JUST NOT WITH NEXT GEN INVESTORS
JUNE 30, 2025 – Delray Beach, FL – According to the InspereX 2025 Advisor Pulse Outlook Survey of 829 financial advisors, the top three sources for new clients in 2025 are all referral-based, with unsolicited referrals leading the way by a significant margin. More than three-quarters of financial advisors (76%) report that receiving referrals without asking has resulted in attracting new clients in 2025. The next most effective sources of
SURVEY: FINANCIAL ADVISORS BULLISH ON 2H 2025
JUNE 9, 2025 – Delray Beach, FL – According to the InspereX 2025 Advisor Pulse Outlook Survey of 829 financial advisors released today, more than two thirds (67%) of advisors said they expect the S&P 500 to be up 10% or more by year-end 2025 compared to where it was between May 12-19, 2025 (a low of 5786.08 and a high of 5968.61). More specifically: 60% expect the S&P 500