Leo Almazora

Leo Almazora is a senior journalist at InvestmentNews. Having been with IN since February 2024, he covers the full spectrum of wealth management — equities, fixed income, mutual funds, ETFs, alternative investments, and wealth technology — drawing on nearly a decade of reporting experience built through direct conversations with portfolio managers, financial advisors, and industry insiders.

Before joining InvestmentNews, Leo spent years developing deep fluency in the language of financial professionals, giving him an instinct for what matters to advisors and their clients alike.

Outside the newsroom, he's a runner (one marathon down, one more on the horizon), a singer, a dance enthusiast, a cyclist, and an audiobook devotee – sometimes all at once.

Connect with Leo on LinkedIn or reach him at [email protected].

Leo Almazora
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'Kerfuffle,' 'downturn,' 'pause': how CEOs' tariff talk dominated earnings calls
RIA NEWS APR 11, 2025
'Kerfuffle,' 'downturn,' 'pause': how CEOs' tariff talk dominated earnings calls

JPMorgan's Jamie Dimon, BlackRock's Larry Fink, and Morgan Stanley's Ted Pick share reactions amid continuing trade uncertainty.

Edward Jones takes second stab at creating its own bank
INDEPENDENT BROKER DEALERS APR 11, 2025
Edward Jones takes second stab at creating its own bank

After a failed 2020 bid, the firm's parent company is once again seeking federal and state approval as it seeks to more fully address clients' needs.

Wealth firms using less tech support than expected in alts push
ALTERNATIVES APR 11, 2025
Wealth firms using less tech support than expected in alts push

Quarterly survey report of finds nearly nine-tenths have alternative asset allocations in client portfolios, but just half use tools to manage those investments.

BlackRock tops $11.5 trillion in assets as deals dent Q1 profit
ALTERNATIVES APR 11, 2025
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit

Inflows top $80 billion as the asset management giant sees the best year start for organic fee growth since 2021.

Raymond James nabs breakaway teams from Wells Fargo, Morgan Stanley
INDEPENDENT BROKER DEALERS APR 10, 2025
Raymond James nabs breakaway teams from Wells Fargo, Morgan Stanley

The broker-dealer giant's latest employee advisor additions in Ohio and Florida collectively managed more than a billion dollars at their former firms.

Flourish, Tifin AG secure new RIA partnerships
FINTECH APR 10, 2025
Flourish, Tifin AG secure new RIA partnerships

Flourish is unlocking more organic growth opportunities for Carson, while Tifin AG announces a tie-up with an LA-headquartered independent.

After ending 2024 with $865B, direct indexing has more room to grow
RIA NEWS APR 10, 2025
After ending 2024 with $865B, direct indexing has more room to grow

With just 18 percent of advisors adopting the strategies, Cerulli research says education is key to bridging the gap.

Schwab, State Street unveil new retail private-market offerings
RETIREMENT PLANNING APR 10, 2025
Schwab, State Street unveil new retail private-market offerings

The trend to democratize alternative investments is heating up with a new high-net-worth offering from Schwab and State Street's latest twist on target-date funds.

Trump SEC pick Atkins gets senate confirmation
REGULATION, LEGAL & COMPLIANCE APR 10, 2025
Trump SEC pick Atkins gets senate confirmation

New SEC chairman vows "appropriately tailored" regulatory approach amid agency overhaul and market volatility.

Stifel seals deal for B.Riley advisors, adding $4B in AUM
INDEPENDENT BROKER DEALERS APR 09, 2025
Stifel seals deal for B.Riley advisors, adding $4B in AUM

The broker-dealer giant is folding in dozens of W2 employee advisors as Bryant Riley continues to steer his besieged firm through financial difficulties.