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
One in two voters worried about retirement and finances, finds BlackRock
RETIREMENT PLANNING FEB 24, 2025
One in two voters worried about retirement and finances, finds BlackRock

One-third of poll respondents report no retirement savings and expect to need $2 million on average, highlighting bipartisan importance of financial security.

Robinhood says SEC has dropped investigation, declares bigger crypto ambitions
ALTERNATIVES FEB 24, 2025
Robinhood says SEC has dropped investigation, declares bigger crypto ambitions

With looser regulations in the offing, the digital trading platform is looking forward to expanding its trading business further beyond traditional brokerage services.

Healthcare shocks could cost retirees dearly, warns study
RETIREMENT PLANNING FEB 21, 2025
Healthcare shocks could cost retirees dearly, warns study

Data analysis reveals how long-term care and medical shocks impact Medicaid enrolment, household wealth, and out-of-pocket medical expenses among retirees.

Government efficiency effort set to hit more than 6,000 jobs at IRS
RIA NEWS FEB 21, 2025
Government efficiency effort set to hit more than 6,000 jobs at IRS

The plan to downsize the federal tax agency's workforce will largely impact Biden-era hires, according to an inside source.

Texas gives thumbs up for state-registered RIAs to use online reviews
PRACTICE MANAGEMENT FEB 21, 2025
Texas gives thumbs up for state-registered RIAs to use online reviews

The decision fixes a longstanding inequality between local advisors and their federally registered counterparts, according to one advocate.

Coinbase says SEC is ready to drop enforcement case
ALTERNATIVES FEB 21, 2025
Coinbase says SEC is ready to drop enforcement case

The crypto exchange giant says the dismissal, which is still pending approval, would "right a major wrong" and pave the way for constructive rulemaking.

Wealth firms eye tech, AI to drive growth in 2025
PRACTICE MANAGEMENT FEB 21, 2025
Wealth firms eye tech, AI to drive growth in 2025

Report finds three-fifths of leading executives prioritize improving data analytics and customer engagement, but costs and data security pose concerns.

Vermont selects Vestwell to administer 529 savings program
RIA NEWS FEB 20, 2025
Vermont selects Vestwell to administer 529 savings program

Building on existing partnerships in auto-IRA and disability savings, the deal solidifies the fintech platform's role supporting investors in the state.

LPL amps up alts capabilities with new centralized platform
ALTERNATIVES FEB 20, 2025
LPL amps up alts capabilities with new centralized platform

The broker-dealer behemoth is addressing demand from high-net-worth advisors and investors with a new partnership, while deepening its collaboration with SS&C and iCapital.

Fidelity strengthens ETF portfolio focus with new suites
ETFS FEB 20, 2025
Fidelity strengthens ETF portfolio focus with new suites

The investing giant's newest model portfolio offerings blend active, passive, and third-party ETFs to target a range of risk and asset allocation profiles.