Articles from InspereX

InspereX, the tech-driven fixed income and structured investments distribution and trading firm, today announced Ira Lehrman has been appointed Chief Technology Officer. Lehrman will report to Scott Mitchell, Chief Executive Officer of InspereX.

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.

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:

InspereX, the tech-driven fixed income and structured products distribution and trading firm founded by Tom Ricketts, today announced the firm has been selected by Krane Funds Advisors, LLC (“KraneShares”) as a strategic distribution partner for KraneShares ETFs.

Firm has added eleven new senior professionals to its fixed income division since July 2021

Industry Veteran to Support Flourishing Fixed Income Sales & Trading Desk

InspereX, the tech-driven fixed income and structured products distribution and trading firm founded by Tom Ricketts, today announced Scott Mitchell has been appointed Chief Executive Officer, effective immediately. He succeeds John DesPrez III, who is retiring after serving as the firm’s CEO since his appointment in January 2015.

According to the InspereX Pulse 2025 Outlook Survey of 682 financial advisors released today, the vast majority 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 November 6-13, 2024 (a low of 5929.04 and a high of 6001.35). More specifically:

According to the latest InspereX Pulse Survey of 487 financial advisors, there continues to be a strong focus on older clients; they report that just 18% of their clients are under the age of 50. The majority (59%) of their clients are at least in their 60s.

According to the latest InspereX Pulse Survey of 487 financial advisors, the majority (78%) of advisors are bullish about the S&P 500 and expect it will deliver more upside by the end of 2024. Specifically, 43% of advisors expect additional gains of 5%; 30% forecast a 10% upside; and 5% see gains of 20% or more (based on the S&P 500 performance between July 8 – July 15).

According to the latest InspereX Pulse Survey of 384 financial advisors, the majority (62%) believe rates on the 2-year U.S. Treasury are at peak now, while 26% believe rates will hit 6%, and 12% say between 7-9% over the next 18 months.

According to the latest Pulse survey of 705 financial advisors by InspereX, more than half (53%) expect the S&P 500 to gain at least 10% by the end of the year. Only 11% expect 2023 market returns to be negative, while 36% said the stock market will be flat from where it was in late February.

According to the new InspereX 2023 Advisor Outlook Survey, financial advisors see improved performance for stocks next year: almost half (49%) said they expect the stock market to rise at least 10% in 2023, including 13% seeing it up 20% or more. Another 25% expect the market to be flat, while 26% expect the market will be down at least 10%.

InspereX, the technology company transforming how fixed income and market-linked products are accessed, evaluated, and traded, announced today that BondNav®, the firm’s pioneering fixed income data aggregation technology, is adding new issue offerings for brokered certificates of deposit (CDs), select rate-linked notes, and InterNotes® corporate debt designed for individual investors. This expands the universe of diverse fixed income securities that financial advisors can access, evaluate, and trade on BondNav®.

According to the latest survey of 799 financial advisors by InspereX, the vast majority expect markets to rebound in the second half of the year, despite waning confidence in the US economy.

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Former Board Executive Director of NatWest Markets Securities joins InspereX Capital Markets DELRAY BEACH, FL / ACCESSWIRE / March 29, 2022 / InspereX, the tech-driven fixed income and market-linked products distribution and trading firm, today announced that Mark Kotasek has joined the firm's Capital Markets Division as a Managing Director to work with InspereX issuer clients. Mr. Kotasek will report to InspereX's Co-Heads of Fixed Income,

Mortgage-backed Securities Expert to Support Rapidly Expanding Fixed Income Sales & Trading Desk DELRAY BEACH, FL / ACCESSWIRE / January 4, 2022 / InspereXSM, the new tech-driven fixed income and market-linked product distribution and trading firm, today announced that Sandeep Bangar has joined the firm's Fixed Income Division as Mortgage Sales & Credit Analyst. Mr. Bangar will report to Jeffrey Stanley, Chief Operating Officer of the

According to the latest survey of 260 financial advisors by InspereX, just 5% of advisors expect a repeat of 2021 with the equity market up 20% or more. The majority (54%) expect the equity market to be up 10% in 2022. Another 28% said they expect a flat market, while 13% are calling for markets to be down 10% or more.

InspereX announced today that it has licensed its pioneering BondNav® fixed income market technology to the Goldman Sachs Advisor Solutions platform providing custody solutions to independent registered investment advisors (RIAs). InspereX is granting this exclusive license to Goldman Sachs to be the only custodian with a white-labeled version of BondNav® providing the front-end user experience for fixed income.

InspereXSM, the new tech-driven fixed income and market-linked product distribution and trading firm, today announced that Jared Photis has joined the firm as Senior Vice President, Municipal Bonds. Mr. Photis will report to Jason Ware, Head of Municipal Trading. InspereX was recently formed by the merger of Incapital and 280 CapMarkets.

InspereX℠, the new tech-driven fixed income and market-linked product distribution and trading firm, today announced that John Marone, formerly Regional Vice President, has been promoted to Senior Vice President, National Accounts, Bank Channel. Mr. Marone will report to Chris Mee, Head of Distribution, Market-Linked Products. His promotion is effective immediately. InspereX was recently formed by the merger of Incapital and 280 CapMarkets.

InspereX announced today that it has merged the broker/dealers of Incapital and 280 CapMarkets, which completes the merger of the two firms and officially launches InspereX.

InspereXSM, the new tech-driven fixed income market distribution and trading firm formed by the merger of Incapital Holdings LLC and 280 CapMarkets LLC, today announced two appointments in its Wealth Management Solutions Division: the hiring of Nicholas Whiteley as Managing Director, Market-Linked Products Origination and Alternative Distribution, and the promotion of Bob McDermott to Managing Director, National Sales Manager.