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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Roughly two-fifths of US adults are using AI for their finances
FINTECH JUL 29, 2024
Roughly two-fifths of US adults are using AI for their finances

New survey reveals a growing reliance on artificial intelligence, with Gen Z Americans leading the way.

JPMorgan taps UBS alum to lead private banking in Tennessee
RIA NEWS JUL 29, 2024
JPMorgan taps UBS alum to lead private banking in Tennessee

The appointment marks a full circle moment for the banking giant’s new hire as he raises the firm’s profile in Nashville.

Raymond James adds three to employee advisor unit
RIA NEWS JUL 29, 2024
Raymond James adds three to employee advisor unit

The firm’s new hires in Arkansas, Ohio, and Michigan, including a defector from Edward Jones, collectively managed more than $380M.

Vanilla boosts advisor support with education platform reboot
FINTECH JUL 29, 2024
Vanilla boosts advisor support with education platform reboot

The fintech firm is doubling down on its mission to raise estate planning awareness with the relaunch of its learning program.

LPL extends NY footprint with ex-minor league baseball pro from Osaic
INDEPENDENT BROKER DEALERS JUL 29, 2024
LPL extends NY footprint with ex-minor league baseball pro from Osaic

The broker-dealer giant’s latest addition brings 31 years of industry experience and reportedly managed $250M in assets.

Elevation Point bolsters leadership with two UBS execs
RIA NEWS JUL 29, 2024
Elevation Point bolsters leadership with two UBS execs

The newly added founding partners at Jim Dickson's firm also both bring significant experience from Merrill Lynch.

Plans, value props, and personas make the difference for top RIA firms
RIA NEWS JUL 18, 2024
Plans, value props, and personas make the difference for top RIA firms

Firms that lead the pack in new clients and AUM growth are more likely to have clear marketing plans and directions, Schwab says.

Managed accounts consolidation is inevitable, says Cerulli
RIA NEWS JUL 18, 2024
Managed accounts consolidation is inevitable, says Cerulli

With three-fifths of survey respondents expecting a unified environment in at least two years, platform providers have to work hard to win advisors over.

CW Advisors snaps up Mercadien Asset Management
RIA NEWS JUL 18, 2024
CW Advisors snaps up Mercadien Asset Management

The Audax-backed RIA’s latest acquisition vaults it to the $8.8B AUM mark while expanding its presence in New Jersey.

iCapital deepens Arax partnership with Ashton Thomas deal
ALTERNATIVES JUL 18, 2024
iCapital deepens Arax partnership with Ashton Thomas deal

The global fintech firm is helping more advisors and high-net-worth clients access opportunities in the alternative investment space.