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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Female CEOs have flipped the script on the gender pay gap
RIA NEWS OCT 14, 2024
Female CEOs have flipped the script on the gender pay gap

Conference Board analysis finds female chief executives at public firms have passed their male counterparts, but still lag in other ways.

B. Riley confirms Oaktree deal for Great American Group
RIA NEWS OCT 14, 2024
B. Riley confirms Oaktree deal for Great American Group

The embattled financial services giant's agreement with the $193B alts giant marks a crucial step in its ongoing debt struggles.

LPL extends Florida presence with former Synovus advisor
INDEPENDENT BROKER DEALERS OCT 14, 2024
LPL extends Florida presence with former Synovus advisor

The wealth giant's latest addition is joining the firm's Miami operation through an existing affiliate.

IRS announces relief for taxpayers hit by Helene and Milton
RIA NEWS OCT 14, 2024
IRS announces relief for taxpayers hit by Helene and Milton

Those impacted by the devastating hurricanes may be eligible for extensions, special deductions and other forms of assistance.

More Americans are invested in the elections than the stock market
RIA NEWS OCT 11, 2024
More Americans are invested in the elections than the stock market

A substantial number of people in a new 2,200-person survey believe their wealth, their "wallet power" and their retirement timelines are at stake.

iCapital launches multi-investment workflow advisor tool
ALTERNATIVES OCT 11, 2024
iCapital launches multi-investment workflow advisor tool

The alts-focused global fintech's latest enhancement aims to further streamline the investment process for financial professionals.

Could auto-IRAs help households handle emergency expenses?
RETIREMENT PLANNING OCT 11, 2024
Could auto-IRAs help households handle emergency expenses?

New research suggests low- and moderate-income households facing sudden financial setbacks aren't maximizing their access to those savings.

Trump issues new tax cut pledges as presidential election draws closer
RIA NEWS OCT 11, 2024
Trump issues new tax cut pledges as presidential election draws closer

Deductions for auto loan holders and a proposal against double taxation for expats are the latest appeals from the former president seeking a second term.

Wealth tech trailblazer Docupace rolls out revamped platform
FINTECH OCT 11, 2024
Wealth tech trailblazer Docupace rolls out revamped platform

The firm says its redesign, covering a host of UI and UX features, is its "most audacious transformation in two decades."

High-net-worth giving splits along generational and gender lines, BofA survey finds
RIA NEWS OCT 11, 2024
High-net-worth giving splits along generational and gender lines, BofA survey finds

More than nine in 10 HNWIs prioritize charitable giving, but demographics help shape the whys and the hows.