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 2190 results
Social Security COLA flattens to 2.5 percent in 2025
RETIREMENT PLANNING OCT 10, 2024
Social Security COLA flattens to 2.5 percent in 2025

The benefit boost announced for next year aligns with historical averages but could still leave inflation-shocked retirees wanting.

Tech-centric RIA Farther gets $72M vote of confidence in latest funding round
RIA NEWS OCT 10, 2024
Tech-centric RIA Farther gets $72M vote of confidence in latest funding round

The $5B firm's latest financial infusion from Alphabet subsidiary CapitalG and other investors will fuel its continued expansion efforts.

$300M Osaic advisor team comes home to Equitable
RIA NEWS OCT 10, 2024
$300M Osaic advisor team comes home to Equitable

The women-led group of advisors with more than 60 years of combined experience are rejoining the firm's supported independence platform in Hawaii.

Envestnet boosts efforts at HNW and UHNW advisor support
FINTECH OCT 10, 2024
Envestnet boosts efforts at HNW and UHNW advisor support

The wealth tech behemoth is expanding its distribution and product suite to address the increasingly important space.

TradePMR puts advisor growth in focus with client onboarding updates
FINTECH OCT 09, 2024
TradePMR puts advisor growth in focus with client onboarding updates

Fintech platform unveils CRM integration, multi-signature capabilities, and other enhancements to help reduce friction points.

Why don't nearly half of Americans have any investments?
RIA NEWS OCT 09, 2024
Why don't nearly half of Americans have any investments?

Janus Henderson survey exposes lack of education, generational divides, and gender gaps in investing behaviors.

Corebridge breaks into the RILA space
RETIREMENT PLANNING OCT 09, 2024
Corebridge breaks into the RILA space

The insurance giant says its latest offering puts it a step ahead against other top-three annuity providers.

Could private-market access boost retirement plan contributions?
RETIREMENT PLANNING OCT 09, 2024
Could private-market access boost retirement plan contributions?

Survey shows just over one-third of workplace plan participants willing to put part of their portfolios in private equity or private debt.

Facet looks further to the future with $35M funding
FINTECH OCT 09, 2024
Facet looks further to the future with $35M funding

The tech-powered financial planning firm is using its latest financing to advance key initiatives and keep supporting its disruptive model.

Raymond James bags advisors from LPL, Edward Jones
INDEPENDENT BROKER DEALERS OCT 09, 2024
Raymond James bags advisors from LPL, Edward Jones

The firm's latest additions in Indiana and South Dakota, including a family-run advisory team, managed more than $500M combined at their previous firms.