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
Displaying 2329 results
RayJay snaps up ex-Citi muni execs to bolster growth efforts
INDEPENDENT BROKER DEALERS MAR 11, 2024
RayJay snaps up ex-Citi muni execs to bolster growth efforts

The brokerage giant is strengthening its public finance division’s presence in key markets including Seattle and Los Angeles.

Just Futures takes social justice to retirement plans
RETIREMENT PLANNING MAR 10, 2024
Just Futures takes social justice to retirement plans

In partnership with fintech platform Vestwell, the public benefit firm is bringing its values-driven 401(k) and 403(b) plans to market.

K-12 financial education has grown stronger
RIA NEWS MAR 10, 2024
K-12 financial education has grown stronger

Biennial research reveals ‘banner two years’ as wave of legislation drives personal finance and economics courses in high schools.

What trends are driving the global high-net-worth and ultra-high-net-worth space?
PRACTICE MANAGEMENT MAR 10, 2024
What trends are driving the global high-net-worth and ultra-high-net-worth space?

Report reveals generational and gender divides in wealth outlook, ESG considerations, and appetite for property investment.

OneAmerica unveils active target-date suite
RETIREMENT PLANNING MAR 08, 2024
OneAmerica unveils active target-date suite

Firm’s latest retirement plan products, structured as CITs, provide asset-allocation option for retirement plan participants.

NewEdge Securities fined over bond pricing shortfalls
INDEPENDENT BROKER DEALERS MAR 08, 2024
NewEdge Securities fined over bond pricing shortfalls

The brokerage firm violated Finra rules by failing to ensure fair pricing in corporate and muni bond transactions.

Sanctuary lands $1B team from Stifel
RIA NEWS MAR 08, 2024
Sanctuary lands $1B team from Stifel

The Indianapolis advisory practice, which includes a five-decade industry veteran, is Sanctuary's third big firm in the area.

Orion forges alternatives partnership with CAIS
ALTERNATIVES MAR 08, 2024
Orion forges alternatives partnership with CAIS

The integration will give Orion’s advisor users more access to alts products, services and resources.

Moneta adds to Colorado footprint with latest merger
RIA NEWS MAR 08, 2024
Moneta adds to Colorado footprint with latest merger

The partner-owned national RIA’s merger with a $279M advisor duo marks its first expansion into Boulder.

Modern Wealth enters Eastern US with $1.2B deal
RIA NEWS MAR 07, 2024
Modern Wealth enters Eastern US with $1.2B deal

The RIA is expanding its capabilities in retirement planning by buying with a Rochester, New York-based practice formerly with LPL.