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
Advisor moves: Osaic welcomes Valic veteran in Arizona, Janney hails $3.3B recruiting haul
INDEPENDENT BROKER DEALERS JUL 28, 2025
Advisor moves: Osaic welcomes Valic veteran in Arizona, Janney hails $3.3B recruiting haul

Meanwhile, a father-son pair of advisors and ex-marines from ex-Edward Jones gives Kingsview its newest location in Arkansas.

Hulk Hogan’s $25M estate at stake with widow poised to claim 30% spousal share
PRACTICE MANAGEMENT JUL 28, 2025
Hulk Hogan’s $25M estate at stake with widow poised to claim 30% spousal share

Depending on the state of his will or trust, the former wrestling icon's assets could also face claims from creditors and his estranged daughter.

Why more Americans are raiding their retirement savings for emergencies
RETIREMENT PLANNING JUL 28, 2025
Why more Americans are raiding their retirement savings for emergencies

New Vanguard and FINRA data show Americans increasingly vulnerable to financial shocks, with hardship withdrawals and cash-outs reaching a new high.

Married retirees could be in for an $18,100 Social Security cut by 2032, CRFB says
RETIREMENT PLANNING JUL 25, 2025
Married retirees could be in for an $18,100 Social Security cut by 2032, CRFB says

A new analysis finds long-running fiscal woes coupled with impacts from the One Big Beautiful Bill Act stand to erode the major pillar for retirement income planning.

SEC bars New Jersey advisor after $9.9M fraud against Gold Star families
REGULATION, LEGAL & COMPLIANCE JUL 25, 2025
SEC bars New Jersey advisor after $9.9M fraud against Gold Star families

Caz Craffy, whom the Department of Justice hit with a 12-year prison term last year for defrauding grieving military families, has been officially exiled from the securities agency.

Trump's one big beautiful bill reshapes charitable giving for donors and advisors
RETIREMENT PLANNING JUL 25, 2025
Trump's one big beautiful bill reshapes charitable giving for donors and advisors

An expansion to a 2017 TCJA provision, a permanent increase to the standard deduction, and additional incentives for non-itemizers add new twists to the donate-or-wait decision.

Jackson, Nationwide expand advisor-focused offerings amid shifting distribution landscape
RETIREMENT PLANNING JUL 25, 2025
Jackson, Nationwide expand advisor-focused offerings amid shifting distribution landscape

The insurance and annuity giants' latest updates for financial professionals underscore the growing importance of third-party distributors.

RIA moves: $2.3B Ameriprise team launches own RIA firm in New Jersey
RIA NEWS JUL 25, 2025
RIA moves: $2.3B Ameriprise team launches own RIA firm in New Jersey

Elsewhere, $1.5 billion 49 Financial added an Ameriprise exec to its leadership, while Centurion Wealth Management announces a merger in Virginia.

Vanilla locks in US patent for estate planning tech, strengthening advisor reach
FINTECH JUL 24, 2025
Vanilla locks in US patent for estate planning tech, strengthening advisor reach

The wealth tech platform says its newly secured patent represents crucial advances in digitizing outdated manual processes.

Advisor moves: LPL swipes veteran advisors from Wells Fargo, Lincoln Investment
INDEPENDENT BROKER DEALERS JUL 24, 2025
Advisor moves: LPL swipes veteran advisors from Wells Fargo, Lincoln Investment

Meanwhile, Cetera has boosted its own recruitment numbers with new additions from LPL and Osaic.