Leo Almazora

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.

LinkedIn | Email

Leo Almazora
Displaying 3266 results
Social Security Administration sets record straight on dead people getting benefits
RETIREMENT PLANNING MAR 17, 2025
Social Security Administration sets record straight on dead people getting benefits

Of millions of deaths reported yearly, just a fraction of a percent are "erroneously reported" cases that need to be corrected, the agency said.

Trump eyes no taxes for Americans making less than $150k, says Lutnick
RIA NEWS MAR 14, 2025
Trump eyes no taxes for Americans making less than $150k, says Lutnick

The plan could offer $24,000 in relief for some taxpayers, but experts warn of consequences.

BlackRock-led deal for Panama Ports draws ire from China
RIA NEWS MAR 14, 2025
BlackRock-led deal for Panama Ports draws ire from China

Commentary from state-owned publication blasts sale to investor consortium as "spineless groveling," denting Hong Kong-based firm's stock.

Edward Jones hit with lawsuit claiming discrimination against white advisors
INDEPENDENT BROKER DEALERS MAR 14, 2025
Edward Jones hit with lawsuit claiming discrimination against white advisors

Former advisor alleges an incentive for veteran advisors to give business to women and nonwhite rookies disadvantages straight white male advisors.

Buffer ETFs gain steam among rattled advisors and investors
ETFS MAR 14, 2025
Buffer ETFs gain steam among rattled advisors and investors

Interest has grown in the structured downside-protection strategies, though some advisors and analysts caution against trade-offs.

Tesla's Magnificent Seven status in doubt as EV stock tumbles
EQUITIES MAR 14, 2025
Tesla's Magnificent Seven status in doubt as EV stock tumbles

Declining sales numbers, concerns around Elon Musk, and exposure to tariff risks are casting a shadow over the company's previously unshakable exceptionalism.

Advisors' gen AI adoption lags growing interest
FINTECH MAR 13, 2025
Advisors' gen AI adoption lags growing interest

A pair of surveys shed light on how advisors want to use generative AI – and the biggest barriers holding them back.

JPMorgan's Dimon joins CEO chorus airing tariff concerns
RIA NEWS MAR 13, 2025
JPMorgan's Dimon joins CEO chorus airing tariff concerns

Larry Fink and David Solomon are also warning of potential consequences from President Trump's approach to trade policies.

Citi cutting back on contractors, taking more IT in-house on mounting regulatory pressure
WIREHOUSES MAR 13, 2025
Citi cutting back on contractors, taking more IT in-house on mounting regulatory pressure

The banking giant is undertaking a tech revamp as it addresses longstanding concerns around data risk management.

RIA M&A outlook still strong in 2025 amid market uncertainty
RIA NEWS MAR 13, 2025
RIA M&A outlook still strong in 2025 amid market uncertainty

Report highlights continuing momentum in deal activity, with private equity and minority transactions rising in prominence.