Firm Acknowledged for Thought Leadership & Education Platform
Delray Beach, FL – October 26, 2021 – InspereXSM, the new tech-driven fixed income and market-linked product distribution and trading firm, has been recognized in ThinkAdvisor’s inaugural LUMINARIES Class of 2021. The honor celebrates top advisors, industry executives, teams, RIAs, broker-dealers, asset/investment/portfolio managers and other firms by showcasing their achievements in four key areas: Diversity & Inclusion, Thought Leadership & Education, Executive Leadership and Dealmaking/Growth.
“This recognition is a testament to our team’s tireless devotion to our clients and commitment to helping financial professionals grow their business by better serving their investors,” said Chris Mee, Managing Director and Head of Market-Linked Products Distribution at InspereX. “We’re proud to be included in the inaugural class of LUMINARIES and, on behalf of the firm, I would like to congratulate all of this year’s honorees and thank the panel for their nomination.”
Thought Leadership & Education
InspereX partnered with Red Zone Marketing to conduct new iterations of its Pulse Survey series to uncover how some of the most successful financial professionals have been changing their business operations, communications, and marketing through the uncertain times of 2020-2021.
The surveys were completed by more than 2,000 financial professionals and the results were presented to more than 500 advisors in several live webinars.
Separate from the live survey events, InspereX introduced regularly scheduled monthly webinars via Zoom and WebEx during the pandemic, hosting more than 2,300 financial professionals. These timely webinars were focused on market-linked product offerings, up-to-the minute market trends, and value-add themes, and featured distinguished industry specialists and leading issuers.
Finally, InspereX continues to provide new insights in its industry-leading suite of educational materials. These resources help financial professionals and their clients better understand investment concepts, risks, benefits, and portfolio applications of market-linked products.
“We are pleased to honor InspereX as part of our new industry recognition program, the LUMINARIES, in the Thought Leadership & Education category. InspereX stands out for the innovative ways it is driving the financial services industry forward — such as through its Pulse Survey of financial professionals during the pandemic, as well as through its monthly value-add webinars and its suite of educational materials focused on investment solutions,” states ThinkAdvisor and Investment Advisor Magazine Editor-in-Chief, Janet Levaux. “An evolution of our Broker-Dealers of the Year awards, the LUMINARIES program aims to shine a spotlight on how top-performing industry participants like InspereX are producing meaningful results in the areas that matter most to advisors.”
About the ThinkAdvisor LUMINARIES
ThinkAdvisor’s LUMINARIES program recognizes firms making outstanding efforts to better understand and train new and existing industry participants – including advisors, as well as their investor clients. Unlike other programs in the market, which are rankings-based, the awards and coverage of the winners highlight how top-performing industry participants are producing meaningful results in the areas that matter most to advisors. Honorees are selected by a distinguished and diverse panel of judges from across the advice industry, as well by the ThinkAdvisor editorial team.
InspereX is transforming how fixed income securities and market-linked products are accessed, evaluated, and traded. Home to the pioneering BondNav® platform – one of the first cloud-native bond aggregation platforms – InspereX provides financial advisors, institutional investors, issuers, and risk managers deep access to fixed income markets across asset classes, as well as industry-leading origination, distribution, and education