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 3545 results
Fifth Third to acquire Comerica in $10.9B all-stock deal
RIA NEWS OCT 06, 2025
Fifth Third to acquire Comerica in $10.9B all-stock deal

The merger between Fifth Third and Comerica aims to accelerate growth, diversify revenue streams, and strengthen the combined bank’s presence in the Southeast, Texas, and California.

Holistiplan, Hamachi.ai join AI-powered fight for advisor efficiency
FINTECH OCT 03, 2025
Holistiplan, Hamachi.ai join AI-powered fight for advisor efficiency

The team behind the newly launched Hamachi communication platform includes veteran fintech innovators from Orion and Redtail.

Hackers claim 1 billion record mega-breach in Salesforce attack
FINTECH OCT 03, 2025
Hackers claim 1 billion record mega-breach in Salesforce attack

Experts say the cyber-criminal coalition's latest threat, which names Alllianz Life and other giant firms, marks a tactical shift from traditional ransomware to public extortion.

Advisor moves: Women-led Edward Jones team jumps to Ameriprise with $300M
INDEPENDENT BROKER DEALERS OCT 03, 2025
Advisor moves: Women-led Edward Jones team jumps to Ameriprise with $300M

Raymond James' indie channel also added a veteran planner from Osaic, while a group of Morgan Stanley breakaways joins a Commonwealth-affiliated firm in Pennsylvania.

RIA moves: Allworth extends reach in Massachusetts with $850M Shorepoint
RIA NEWS OCT 03, 2025
RIA moves: Allworth extends reach in Massachusetts with $850M Shorepoint

Meanwhile, Alera Group has extended its reach in Kansas with two retirement-focused advisors.

SEC investigating exchange over alleged Scientology ties, fund misuse
REGULATION, LEGAL & COMPLIANCE OCT 03, 2025
SEC investigating exchange over alleged Scientology ties, fund misuse

Startup under the microscope following whistleblower reports and revelations by former employees, according to the Wall Street Journal.

'Financial vortex' of priorities squeezing workers' retirement prospects, Goldman says
RETIREMENT PLANNING OCT 02, 2025
'Financial vortex' of priorities squeezing workers' retirement prospects, Goldman says

Rising living costs and life events are forcing more to pause retirement savings, but new research highlights how early planning, access to 401(k)s, and income strategies like annuities can help.

Independent broker-dealers outgrowing RIAs, captive BDs amid industry consolidation
INDEPENDENT BROKER DEALERS OCT 02, 2025
Independent broker-dealers outgrowing RIAs, captive BDs amid industry consolidation

Cerulli research sees major acquisitions and mergers drive growth in the IBD channel, with advisors increasingly drawn to independence and scale.

Leadership moves: Cetera taps ex-Schwab, Fidelity veteran to lead RIA Blueprint
INDEPENDENT BROKER DEALERS OCT 02, 2025
Leadership moves: Cetera taps ex-Schwab, Fidelity veteran to lead RIA Blueprint

Also, Raymond James transitions its asset management leadership, while US Bank names president of affluent wealth division.

BlackRock debuts AI-powered commentary tool for advisors, lands Morgan Stanley as first client
ALTERNATIVES OCT 02, 2025
BlackRock debuts AI-powered commentary tool for advisors, lands Morgan Stanley as first client

Wall Street giant becomes the first to adopt BlackRock’s new AI-powered Auto Commentary, designed to help advisors deliver more personalized portfolio insights.