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
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Journey expands to Florida with $200M LPL advisor
RIA NEWS AUG 07, 2024
Journey expands to Florida with $200M LPL advisor

The national RIA’s addition in Tampa, led by a 24-year industry veteran, pushes its AUM up to $3.7B.

LPL nets $725M tennis pro-turned-advisor from Bank of America
RIA NEWS AUG 07, 2024
LPL nets $725M tennis pro-turned-advisor from Bank of America

The broker-dealer giant’s latest addition is breaking away from his private banking roots to join LPL’s HNW employee advisor division.

Fiduciary Trust taps 30-year veteran to New York office
RIA NEWS AUG 07, 2024
Fiduciary Trust taps 30-year veteran to New York office

The $102B global wealth manager and Franklin Templeton subsidiary’s latest hire brings a solid record and expertise in multi-generational relationships to his role.

Just a quarter of Americans expect to leave a financial inheritance, says Northwestern Mutual
RIA NEWS AUG 06, 2024
Just a quarter of Americans expect to leave a financial inheritance, says Northwestern Mutual

Latest annual research offers a glimpse into the expectations, values, and other undercurrents driving the $90T wealth wave across generations.

Optimism reigns among advisors with most betting on further S&P 500 gains
RIA NEWS AUG 06, 2024
Optimism reigns among advisors with most betting on further S&P 500 gains

Polling of nearly 500 advisors from IBDs, RIAs, and other firms finds four-fifths forecasting at least a 5 percent advance this year.

Raymond James extends Ohio presence with veteran Wells Fargo advisor
RIA NEWS AUG 06, 2024
Raymond James extends Ohio presence with veteran Wells Fargo advisor

The latest addition to the independent wealth giant’s employee advisor unit comes after managing a reported $140M at his former firm.

Kestra welcomes Edward Jones alum in Virginia
RIA NEWS AUG 06, 2024
Kestra welcomes Edward Jones alum in Virginia

The tuck-in transaction adds a breakaway advisor to one of the hybrid RIA’s partner firms, bringing it past the $200M AUM mark.

Carson Group expands anew with veteran-led retirement planning firm
RIA NEWS AUG 06, 2024
Carson Group expands anew with veteran-led retirement planning firm

Texas-headquartered Shane Hall Financial adds $169M to the national wealth giant's expansive network.

YieldStreet founder Milind Mehere takes a seat at Advisor360
FINTECH AUG 06, 2024
YieldStreet founder Milind Mehere takes a seat at Advisor360

The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.

Elements elevates financial planning with new Target Scores function
RIA NEWS AUG 06, 2024
Elements elevates financial planning with new Target Scores function

The advisor fintech provider’s latest update helps promote better financial behavior among clients with specific goal-setting functionality.