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 2084 results
'I emoted a little bit': JPMorgan's Dimon owns remote-work blowup, stands firm on RTO
PRACTICE MANAGEMENT MAY 15, 2025
'I emoted a little bit': JPMorgan's Dimon owns remote-work blowup, stands firm on RTO

The Wall Street giant's CEO defends its office-first policy while others argue for remote flexibility, especially for working mothers.

Five Atria-affiliated credit unions depart to Osaic
RIA NEWS MAY 15, 2025
Five Atria-affiliated credit unions depart to Osaic

The latest defections from CUSO Financial Services, which operates within LPL, add nearly $500 million in client assets to Osaic's institutional platform.

AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
FINTECH MAY 15, 2025
AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform

Meanwhile, AdvisorEngine has announced new partnerships for AI notetaking, client data access, and streamlined workflows.

Clearstead strengthens alts push with expanded GLASfunds partnership
RIA NEWS MAY 15, 2025
Clearstead strengthens alts push with expanded GLASfunds partnership

An extended alliance between the Cleveland-based RIA and GLASfunds is set to deliver expanded private market access and back-office simplification for advisors.

What should RIAs have on their regulatory radar right now?
RIA NEWS MAY 14, 2025
What should RIAs have on their regulatory radar right now?

With a new regime at the SEC, Savvy Wealth's Lisandra Wilmott speaks out on ongoing and unfolding risks around off-channel communications, AI, and private market investments.

Emigrant Bank appoints Mark Rogozinski to lead family office services
RIA NEWS MAY 14, 2025
Emigrant Bank appoints Mark Rogozinski to lead family office services

The veteran leader from Cresset will support Emigrant's network of high-net-worth advisory firms and specialty platforms.

Betterment bolsters pitch to RIAs with Rowboat Advisors deal
FINTECH MAY 14, 2025
Betterment bolsters pitch to RIAs with Rowboat Advisors deal

The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.

Don't forget the downsides of interval funds, Morningstar warns
ALTERNATIVES MAY 14, 2025
Don't forget the downsides of interval funds, Morningstar warns

Easy-to-miss fees and incentives around assets managed could make such alts vehicles a losing proposition for investors.

Empower opens door to private markets in retirement plans
RETIREMENT PLANNING MAY 14, 2025
Empower opens door to private markets in retirement plans

The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at portfolio diversification.

Rothschild Wealth Partners, NBC Securities expand C-suite
RIA NEWS MAY 14, 2025
Rothschild Wealth Partners, NBC Securities expand C-suite

The firms expect their newest C-level hires, one coming from Morningstar and the other with experience from Morgan Stanley and Stifel, to help drive their respective growth efforts.