Leo Almazora

InvestmentNews

Leo Francis Almazora

Senior Journalist

10 years experience1,025,285 Total views on InvestmentNews in 2025

Leo's specialty topics

RIAs Alternative investments Fintech Mutual funds Practice management

Leo Almazora is the resident US news writer at InvestmentNews, a role he has held since February 2024. He covers a broad range of topics central to the financial advisory industry, including broker-dealer news, registered investment advisor (RIA) activity, advisor recruitment and moves, retirement planning, elder fraud, and wealth technology across the United States. Leo brings nearly a decade of financial journalism experience to his reporting, having developed deep expertise in equities, fixed income, mutual funds, exchange-traded funds (ETFs), alternative investments, and wealthtech through extensive conversations with portfolio managers, financial advisors, and industry executives.

How I think about writing for this industry…

“After a decade of covering wealth management from the Canadian and US perspectives, I've chosen to see this space as a rich industry filled with motivated individuals working against forces that go against their clients' best interest. It's been encouraging to watch the industry from purely focusing on investment products to a more holistic approach that includes financial planning, risk management, retirement planning, charitable giving, and legacy conversations.”

Also published by

Wealth Professional Canada

Featured content from Leo

Pontera cries 'anticompetitive,' Fidelity cites cyber safety in credential sharing standoff 'This came out of the blue': Why firms are pushing back against New Jersey's proposed independent contractor rule From breakaways to breakouts: How Altruist's Jason Wenk sees next-gen RIAs moving forward

Previous experience

  • Key Media — US News Writer
  • Key Meda — Canada editor
  • Key Media — News editor
  • Key Meda — Business journalist

Education

  • Masters in Applied Business Economics, University of Asia and the Pacific
  • Bachelor of Science in Molecular Biology and Biotechnology, University of the Philippines

Read the latest stories by Leo

Leo Almazora
Displaying 3544 results
Ex-UBS trader Tom Hayes sues bank for $400M after conviction overturned
WIREHOUSES OCT 27, 2025
Ex-UBS trader Tom Hayes sues bank for $400M after conviction overturned

Hayes claims the Swiss banking giant made him a "handpicked scapegoat" to shield executives during the notorious multibillion-dollar Libor scandal.

Vanguard extends fixed income reach with new model portfolios for advisors
ETFS OCT 27, 2025
Vanguard extends fixed income reach with new model portfolios for advisors

Vanguard's latest launches, focused on after-tax returns and higher yields for clients, reflect a broader industry shift as advisors seek streamlined, diversified bond strategies.

HSBC braces for $1.1 billion Madoff hit after court setback
REGULATION, LEGAL & COMPLIANCE OCT 27, 2025
HSBC braces for $1.1 billion Madoff hit after court setback

17 years on, fallout from notorious Ponzi scheme scandal continues.

Big Tech earnings incoming as investors weigh risks of an AI bubble
EQUITIES OCT 27, 2025
Big Tech earnings incoming as investors weigh risks of an AI bubble

With record spending on AI infrastructure and rising valuations, market observers weigh parallels to the dot-com era and the possibility of overhyped expectations.

Dynasty takes minority stake in Grantd, expands equity compensation focus
RETIREMENT PLANNING OCT 27, 2025
Dynasty takes minority stake in Grantd, expands equity compensation focus

Dynasty Financial Partners CEO Shirl Penney says investment in stock plan platform will be "of enormous value to the evolution of the independent RIA space."

Survey finds women’s philanthropy shifts toward local, personal giving
PRACTICE MANAGEMENT OCT 24, 2025
Survey finds women’s philanthropy shifts toward local, personal giving

Affluent women investors agree financial giving is essential, but they're focusing more on addressing urgent causes and priorities close to home.

Advisor moves: Raymond James loses $1.3B advisor team to Concurrent
INDEPENDENT BROKER DEALERS OCT 24, 2025
Advisor moves: Raymond James loses $1.3B advisor team to Concurrent

Osaic also attracted an experienced Fidelity advisor to an OSJ in New York, while Raymond James reeled in breakaways from Wells Fargo, UBS, and Northwestern Mutual.

Nitrogen, FP Alpha roll out new AI-powered tax planning tools for advisors
FINTECH OCT 24, 2025
Nitrogen, FP Alpha roll out new AI-powered tax planning tools for advisors

The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex tax planning needs.

Social Security COLA for 2026 set at 2.8% as inflation persists
RETIREMENT PLANNING OCT 24, 2025
Social Security COLA for 2026 set at 2.8% as inflation persists

Annual cost-of-living adjustment will boost average monthly benefits, yet concerns remain about the adequacy of payments and the program’s long-term funding.

Much-awaited September CPI comes in above Fed target, below forecasts
FIXED INCOME OCT 24, 2025
Much-awaited September CPI comes in above Fed target, below forecasts

Softer-than-expected CPI data eases concerns about price pressures, but policymakers remain cautious ahead of the Fed’s meeting.