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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Empower defends private market access in 401(k)s in response to Warren scrutiny
RETIREMENT PLANNING JUL 09, 2025
Empower defends private market access in 401(k)s in response to Warren scrutiny

Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.

Advisor moves: Father-son duo leaves Raymond James for LPL, RayJay adds Merrill Lynch alum in Florida
INDEPENDENT BROKER DEALERS JUL 08, 2025
Advisor moves: Father-son duo leaves Raymond James for LPL, RayJay adds Merrill Lynch alum in Florida

Meanwhile, Osaic lures a high-net-worth advisor from Commonwealth in the Pacific Northwest.

Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B
RIA NEWS JUL 08, 2025
Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B

The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.

Bernstein gears up for inorganic growth with new UHNW leadership
RIA NEWS JUL 08, 2025
Bernstein gears up for inorganic growth with new UHNW leadership

Alliance Bernstein's private wealth unit has brought on executives from Envestnet and Wells Fargo while promoting a 25-year veteran from its ranks.

RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint
RIA NEWS JUL 08, 2025
RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

Cetera names Richard Vogel to lead Cetera Advisors community
INDEPENDENT BROKER DEALERS JUL 08, 2025
Cetera names Richard Vogel to lead Cetera Advisors community

The giant broker dealer and RIA overseeing roughly $554 billion in AUA has appointed a Merrill and BofA alum to support advisor growth.

Five-person Raymond James team jumps to Janney in Maryland
INDEPENDENT BROKER DEALERS JUL 07, 2025
Five-person Raymond James team jumps to Janney in Maryland

The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.

After One Big Beautiful Bill saga, business exit planning still mostly 'business as usual'
RIA NEWS JUL 07, 2025
After One Big Beautiful Bill saga, business exit planning still mostly 'business as usual'

Advisors to business owners see no drastic tax changes, with some interesting opportunities to explore in their estate and succession planning playbooks.

$20B Merit looks to next phase as Constellation takes minority stake
RIA NEWS JUL 07, 2025
$20B Merit looks to next phase as Constellation takes minority stake

The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC's Aspire Holdings exited their investments.

$350M father-son duo hops from Osaic to Equitable Advisors
INDEPENDENT BROKER DEALERS JUL 07, 2025
$350M father-son duo hops from Osaic to Equitable Advisors

The latest departures in Ohio mark another setback for the hybrid RIA, which is looking to "expanding its presence across all models and segments of the wealth management industry."