Leo Almazora

InvestmentNews

Leo Francis Almazora

Senior Journalist

10 years experience1,025,285 Total views on InvestmentNews in 2025

Leo's specialty topics

RIAs Alternative investments Fintech Mutual funds Practice management

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.

How I think about writing for this industry…

“After a decade of covering wealth management from the Canadian and US perspectives, I've chosen to see this space as a rich industry filled with motivated individuals working against forces that go against their clients' best interest. It's been encouraging to watch the industry from purely focusing on investment products to a more holistic approach that includes financial planning, risk management, retirement planning, charitable giving, and legacy conversations.”

Also published by

Wealth Professional Canada

Featured content from Leo

Pontera cries 'anticompetitive,' Fidelity cites cyber safety in credential sharing standoff 'This came out of the blue': Why firms are pushing back against New Jersey's proposed independent contractor rule From breakaways to breakouts: How Altruist's Jason Wenk sees next-gen RIAs moving forward

Previous experience

  • Key Media — US News Writer
  • Key Meda — Canada editor
  • Key Media — News editor
  • Key Meda — Business journalist

Education

  • Masters in Applied Business Economics, University of Asia and the Pacific
  • Bachelor of Science in Molecular Biology and Biotechnology, University of the Philippines

Read the latest stories by Leo

Leo Almazora
Displaying 3545 results
Americans' affordability concerns cut across all income levels: Equitable
RIA NEWS MAR 25, 2025
Americans' affordability concerns cut across all income levels: Equitable

Four-fifths of quarterly survey respondents are worried about the costs of living, with inflation emerging as the top financial pain point.

Sen. Elizabeth Warren presses Trump SEC Chair nominee Atkins ahead of confirmation hearing
REGULATION, LEGAL & COMPLIANCE MAR 25, 2025
Sen. Elizabeth Warren presses Trump SEC Chair nominee Atkins ahead of confirmation hearing

Paul Atkins pledges to address potential conflicts as the Democratic firebrand's open letter, along with filings around his financial interests, raises questions.

CW Advisors, Waverly unveil Northeast acquisitions
RIA NEWS MAR 25, 2025
CW Advisors, Waverly unveil Northeast acquisitions

Double deal pushes CW Advisors past the $12 billion barrier as Waverly debuts in the Maryland and Virginia markets.

Majority of polled financial pros agree annuities make client relationships stickier
RETIREMENT PLANNING MAR 25, 2025
Majority of polled financial pros agree annuities make client relationships stickier

Market volatility, product complexity, and rampant misinformation all drive the case for advisors helping clients get much-needed lifetime income.

Wealth firms still going for growth amid market disruption, Natixis finds
PRACTICE MANAGEMENT MAR 25, 2025
Wealth firms still going for growth amid market disruption, Natixis finds

Poll of firms across RIAs, wirehouses, and private banks offers fresh insights around ETFs, alternative investments, and AI adoption.

Best yet to come for ETFs as investors navigate global uncertainty: BBH
ETFS MAR 24, 2025
Best yet to come for ETFs as investors navigate global uncertainty: BBH

Global survey reveals tailwinds for active ETFs and alternative strategies, plus a turning point in cost-conscious investing.

Why these RIA firms are sitting out the M&A trend
RIA NEWS MAR 24, 2025
Why these RIA firms are sitting out the M&A trend

Leaders at Five Eleven Partners and Johnson Investment Counsel speak out on the costs of consolidation, the pros and cons of PE, and how they're planning ahead for clients and advisors.

Northwestern Mutual hangs giant 'help wanted' sign, targets 5,000 new financial pros in 2025
INDEPENDENT BROKER DEALERS MAR 24, 2025
Northwestern Mutual hangs giant 'help wanted' sign, targets 5,000 new financial pros in 2025

The top-ranked IBD giant is looking to bolster its workforce with thousands of new independent advisors, representatives, and interns.

SEC workforce to get decimated as hundreds take buyout offers
REGULATION, LEGAL & COMPLIANCE MAR 24, 2025
SEC workforce to get decimated as hundreds take buyout offers

Up to 700 employees have reportedly accepted the Trump administration's $50,000 incentive, raising questions about the agency's ability to function in the future.

CAIS unveils alts model portfolio marketplace for advisors
ALTERNATIVES MAR 24, 2025
CAIS unveils alts model portfolio marketplace for advisors

The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.