Leo Almazora

Leo Almazora has been the resident US News Writer for InvestmentNews since February 2024. 

An experienced journalist, he honed his understanding of stocks, bonds, mutual funds, ETFs, alternative investments, and wealth technology over seven years of conversations with portfolio managers, advisors and other industry experts and insiders over the course of nearly a decade. 

In his spare time, he enjoys running (he's run a full mary once, and is hoping to make it twice), singing, biking, listening to audiobooks, or doing some combination thereof.

Email him at [email protected].

Leo Almazora
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Why Hawaii may be a blue ocean for advisor AUM growth
PRACTICE MANAGEMENT JUL 10, 2025
Why Hawaii may be a blue ocean for advisor AUM growth

Research shows advisors in the Aloha State could see more than $900 million in client assets on average, while fierce competition places New York near the bottom in state rankings.

Advisor moves: RBC swipes $1.7B UBS team, Baird duo departs for LPL's Linsco channel
INDEPENDENT BROKER DEALERS JUL 10, 2025
Advisor moves: RBC swipes $1.7B UBS team, Baird duo departs for LPL's Linsco channel

RBC Wealth Management's latest move in New York adds an elite eight-member team to its recently opened Westchester office.

LinePoint and Washington Trust Wealth Management add new leadership and advisory talent
RIA NEWS JUL 10, 2025
LinePoint and Washington Trust Wealth Management add new leadership and advisory talent

LinePoint's leadership hire from Rockefeller, who's taking a COO and CCO role at the firm, brings more than 20 years of industry experience.

$42B Carson Group acquires Aveo Capital, expanding Rocky Mountain footprint
RIA NEWS JUL 10, 2025
$42B Carson Group acquires Aveo Capital, expanding Rocky Mountain footprint

The latest firm to adopt the Carson Wealth brand in Colorado marks the RIA's 15th deal in 2025 while adding $608 million in assets.

iCapital secures $820M in latest funding, hits $7.5B
FINTECH JUL 10, 2025
iCapital secures $820M in latest funding, hits $7.5B

The giant alt investments platform's latest financing led by T. Rowe Price and SurgoCap Partners, along with State Street, UBS, and BNY, will fuel additional growth on multiple fronts.

How is tariff uncertainty impacting business owners? Advisors weigh in
RIA NEWS JUL 09, 2025
How is tariff uncertainty impacting business owners? Advisors weigh in

With another three weeks of tariff threats and negotiations ahead, small business clients will have to respond depending on exit timelines and specific industries, among other factors.

Retirement delays, Social Security fears prompt advisors to rethink income strategies
RETIREMENT PLANNING JUL 09, 2025
Retirement delays, Social Security fears prompt advisors to rethink income strategies

Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.

Can leveraged ETFs continue to excite investors?
EQUITIES JUL 09, 2025
Can leveraged ETFs continue to excite investors?

Launches of new ride-or-die strategies, featuring exposure to CLOs and single stocks, are set to test the retail crowd's appetite for risk.

Advisor moves: $25B Homrich Berg adds Bernstein alum, Carnegie strengthens Cincinatti office
RIA NEWS JUL 09, 2025
Advisor moves: $25B Homrich Berg adds Bernstein alum, Carnegie strengthens Cincinatti office

Homrich Berg announces latest hire as it expands into South Carolina.

RIA moves: Modern Wealth tops $8.5B AUM as Aspen expands in Connecticut
RIA NEWS JUL 09, 2025
RIA moves: Modern Wealth tops $8.5B AUM as Aspen expands in Connecticut

Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.