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.

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Leo Almazora
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Pension funds push once again for private equity transparency
ALTERNATIVES JAN 22, 2025
Pension funds push once again for private equity transparency

A coalition of pension managers and other institutional investors have issued a fresh call for PE fund managers to clearly report their fees and returns.

How the California wildfires have sparked charitable conversations
PRACTICE MANAGEMENT JAN 22, 2025
How the California wildfires have sparked charitable conversations

With clients willing and eager to help, advisors are offering guidance on giving strategies and how to make the most meaningful impact.

Revealed: the fastest-growing fee-only RIAs of 2024
RIA NEWS JAN 22, 2025
Revealed: the fastest-growing fee-only RIAs of 2024

InvestmentNews turns the spotlight on 74 independent firms that are making their mark with remarkable growth.

Bogart Wealth eyes more growth with minority staking deal
RIA NEWS JAN 22, 2025
Bogart Wealth eyes more growth with minority staking deal

After quadrupling its assets, the independent firm overseeing $3 billion has struck a strategic PE partnership with Constellation Wealth Capital.

Kingswood, CG Financial announce leadership appointments
RIA NEWS JAN 22, 2025
Kingswood, CG Financial announce leadership appointments

The wealth firms are looking forward to the next phases of their growth stories with C-suite updates.

LPL doubles down on advisor growth with digital platform boost
FINTECH JAN 21, 2025
LPL doubles down on advisor growth with digital platform boost

The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.

Mark Uyeda-led SEC launches crypto task force
ALTERNATIVES JAN 21, 2025
Mark Uyeda-led SEC launches crypto task force

The group led by Commissioner Hester Peirce will take input from within and outside the agency to create a clear regulatory framework for crypto assets.

Envestnet taps tech veteran Chris Todd as new CEO
FINTECH JAN 21, 2025
Envestnet taps tech veteran Chris Todd as new CEO

The wealth tech giant's new chief executive brings nearly two decades of experience, most recently at the helm of a privately held software firm.

Hedge fund investors have lost over half their gains to fees, finds study
ALTERNATIVES JAN 21, 2025
Hedge fund investors have lost over half their gains to fees, finds study

Research raises fresh questions as data show a larger chunk of gross profits eaten up than the previous historical average.

Mark Uyeda appointed acting SEC chair as Gary Gensler steps down
REGULATION, LEGAL & COMPLIANCE JAN 21, 2025
Mark Uyeda appointed acting SEC chair as Gary Gensler steps down

The newly inaugurated Trump White House taps the contrarian commissioner as temporary head amid a slew of walk-outs from the agency.