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
Why financial honesty is key to harmonious relationships
RIA NEWS FEB 06, 2025
Why financial honesty is key to harmonious relationships

Nearly half of single Americans think their net worth shapes their fate in dating, but the biggest financial green flags tell a different story.

Osaic hit with class action over cash sweep payments
INDEPENDENT BROKER DEALERS FEB 06, 2025
Osaic hit with class action over cash sweep payments

The hybrid RIA is the latest firm to face allegations that it enriched itself at customers' expense by paying unfairly low interest rates in its cash sweep programs.

LPL, Raymond James boost advisor ranks anew
INDEPENDENT BROKER DEALERS FEB 06, 2025
LPL, Raymond James boost advisor ranks anew

LPL Financial welcomes a $345 million investment and planning team from Ameriprise as RayJay's employee advisor arm adds a seasoned Well Fargo breakaway.

Wealth Enhancement, Corient announce new acquisitions
RIA NEWS FEB 06, 2025
Wealth Enhancement, Corient announce new acquisitions

Wealth Enhancement Group officially kicks off its 2025 deal season in the Pacific Northwest while Corient extends its reach in Pennsylvania

Mercer taps LPL veteran Alisa Maute to lead advisor-client matchmaking
RIA NEWS FEB 06, 2025
Mercer taps LPL veteran Alisa Maute to lead advisor-client matchmaking

Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 billion RIA.

Vanguard scores strategic wins with latest fee cuts
ETFS FEB 05, 2025
Vanguard scores strategic wins with latest fee cuts

The Pennsylvania-based fund giant stands to gain ground against rivals such as BlackRock while earning more goodwill from retail investors.

SEC reassigns top litigator behind crypto lawsuits
ALTERNATIVES FEB 05, 2025
SEC reassigns top litigator behind crypto lawsuits

The agency moved its key man driving actions under former chair Gary Gensler as new leadership works toward more constructive crypto regulation.

How putting families first can help advisors retain next-gen clients
PRACTICE MANAGEMENT FEB 05, 2025
How putting families first can help advisors retain next-gen clients

With $46 trillion set to land in millennial heirs' hands, high-net-worth advisors must keep education and purpose in mind as they navigate multigenerational relationships.

Cetera, Commonwealth make moves in New York
INDEPENDENT BROKER DEALERS FEB 05, 2025
Cetera, Commonwealth make moves in New York

Cetera welcomes a veteran retirement advisory team while Commonwealth adds an independent-minded advisory in Manhattan.

Enterprise OSJ TAG Advisors welcomes Krempa Associates
INDEPENDENT BROKER DEALERS FEB 05, 2025
Enterprise OSJ TAG Advisors welcomes Krempa Associates

The Virginia-based firm adds the team from The Investment Center as it hails a record year of growth and advisor additions.