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
Displaying 2187 results
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite
RIA NEWS JUL 15, 2025
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.

Inflation comes in higher in June as tariffs, housing trends shape outlook
EQUITIES JUL 15, 2025
Inflation comes in higher in June as tariffs, housing trends shape outlook

The latest federal data show the CPI increasing 2.7% over the previous 12 months, outpacing the 2.4% May figure and raising questions around the impact of trade uncertainty.

RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence
INDEPENDENT BROKER DEALERS JUL 14, 2025
RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence

Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.

Blue Owl Capital, Voya strike private market partnership for retirement plans
RETIREMENT PLANNING JUL 14, 2025
Blue Owl Capital, Voya strike private market partnership for retirement plans

The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.

Why AI notetakers alone can't fix 'broken' advisor meetings
FINTECH JUL 14, 2025
Why AI notetakers alone can't fix 'broken' advisor meetings

Wealth tech veteran Aaron Klein speaks out against the "misery" of client meetings, why advisors' communication skills don't always help, and AI's potential to make bad meetings "100 times better."

Fintech bytes: Envestnet taps Quackenbush for C-suite role, TIFIN unveils global LLM hub
FINTECH JUL 14, 2025
Fintech bytes: Envestnet taps Quackenbush for C-suite role, TIFIN unveils global LLM hub

Sue Quackenbush brings more than 25 years of leadership experience to "align people strategies with a growth-oriented culture" at Envestnet.

Senator Warren presses Empower for more details on PE in 401(k) plans
RETIREMENT PLANNING JUL 14, 2025
Senator Warren presses Empower for more details on PE in 401(k) plans

The Democrat from Massachusetts is pushing the retirement plan giant to explain how it would protect participants from risks linked to private markets.

Small business owners feeling pressure from economy, succession gaps and AI stress
RETIREMENT PLANNING JUL 14, 2025
Small business owners feeling pressure from economy, succession gaps and AI stress

More than one-third of small business owners plan to sell in the next year, as inflation concerns and tariff pressures compound exit planning gaps.

FINRA snapshot shows concentration in largest firms, coastal states
INDEPENDENT BROKER DEALERS JUL 11, 2025
FINRA snapshot shows concentration in largest firms, coastal states

The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.

William Blair taps former Raymond James executive to lead investment management business
INDEPENDENT BROKER DEALERS JUL 11, 2025
William Blair taps former Raymond James executive to lead investment management business

Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.