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
Future Capital strikes 401(k) data tie-up with SS&C
FINTECH NOV 12, 2024
Future Capital strikes 401(k) data tie-up with SS&C

The tech-driven RIA's new collaboration will give over 2,700 wealth firms a direct path to manage client assets held away in workplace retirement accounts.

Could the gold rally recover from the Trump speed bump?
ALTERNATIVES NOV 12, 2024
Could the gold rally recover from the Trump speed bump?

The yellow metal has dipped to a near-two month low amid a spike in bond yields, a more bullish economic outlook, and a wider post-election pivot.

Deanna Strable to lead Principal as next president and CEO
RETIREMENT PLANNING NOV 12, 2024
Deanna Strable to lead Principal as next president and CEO

Strable will be the first woman to hold the role at the $20 billion recordkeeping giant, following Dan Houston's decade-long tenure of leadership.

INDEPENDENT BROKER DEALERS NOV 12, 2024
Commonwealth scoops up $550M advisor team in New York

The independent broker-dealer's latest partner firm, formerly with Cadaret Grant and its acquirer LPL, expects substantial benefits as it streamlines its operations.

Mercer Advisors adds nearly $1.675B in major double-deal
RIA NEWS NOV 12, 2024
Mercer Advisors adds nearly $1.675B in major double-deal

The national RIA's latest acquisitions add to its capabilities in the Colorado and Minnesota wealth markets.

PE-backed Waverly strengthens Ohio presence with $900M Buckingham acquisition
RIA NEWS NOV 12, 2024
PE-backed Waverly strengthens Ohio presence with $900M Buckingham acquisition

The RIA aggregator's second transaction in the state in as many months adds 38 professionals to its high-net-worth planning roster.

Creative Planning lands $550M RIA Edmonds Duncan
RIA NEWS NOV 12, 2024
Creative Planning lands $550M RIA Edmonds Duncan

The Kansas-based consolidator with $325 billion in advised and managed assets has inked its ninth acquisition since the start of 2023.

$25B RIA Allworth bolsters Pacific Northwest presence with City Fiduciary deal
RIA NEWS NOV 12, 2024
$25B RIA Allworth bolsters Pacific Northwest presence with City Fiduciary deal

The wealth management and tax planning firm adds $839 million in assets under management as well as new locations in Washington and Oregon.

How Trump's second term could impact the SEC
REGULATION, LEGAL & COMPLIANCE NOV 07, 2024
How Trump's second term could impact the SEC

The president-elect's pledge to dismiss SEC Chair Gary Gensler on "day one" will likely not be enough to undo all his regulatory initiatives immediately.

Fed unveils November rate decision
RIA NEWS NOV 07, 2024
Fed unveils November rate decision

Policymakers at the Federal Reserve opted to lower the benchmark rate by a quarter of a percent.