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
LPL plants a major stake in Arizona
INDEPENDENT BROKER DEALERS SEP 17, 2024
LPL plants a major stake in Arizona

The broker-dealer giant's new 43,000-square foot home office in Tempe will serve as a base to support even more advisors.

Raymond James welcomes $1B Utah advisory team
INDEPENDENT BROKER DEALERS SEP 17, 2024
Raymond James welcomes $1B Utah advisory team

The trio of professionals joining Raymond James Financial Services in the mountain state come with experience from LPL and Zion Bank.

Nearly half of "sandwich generation" women are bending under financial pressure
RIA NEWS SEP 16, 2024
Nearly half of "sandwich generation" women are bending under financial pressure

Edward Jones research reveals caregiving duties and being the family CFO has left two-thirds financially off-balance.

$2.2B Snowden Lane team takes off with Sanctuary
RIA NEWS SEP 16, 2024
$2.2B Snowden Lane team takes off with Sanctuary

The advisor trio with more than six decades of combined experience has launched their own firm in Connecticut.

JPMorgan snags $600M Washington, DC advisor from Bernstein
WIREHOUSES SEP 16, 2024
JPMorgan snags $600M Washington, DC advisor from Bernstein

The firm's latest wealth management hire in the Pacific Northwest comes with 10 years of experience

UBS makes headway in Maryland with $650M team
WIREHOUSES SEP 16, 2024
UBS makes headway in Maryland with $650M team

The five-person group is led by three financial advisors from Morgan Stanley with more than half a century of collective experience.

wealth.com eyes next growth phase with Series A raise
FINTECH SEP 16, 2024
wealth.com eyes next growth phase with Series A raise

The $30M capital infusion from a Google-led consortium will fuel the estate fintech provider's continued expansion and innovation.

LPL entices $300M next-gen duo to employee advisor channel
INDEPENDENT BROKER DEALERS SEP 16, 2024
LPL entices $300M next-gen duo to employee advisor channel

The pair formerly with Truist Financial, including one best-in-state awardee, are expanding LPL's footprint in Florida as they seek more flexibility and control for their practice.

$1.8B Morgan Stanley team goes indie with Wells Fargo
WIREHOUSES SEP 16, 2024
$1.8B Morgan Stanley team goes indie with Wells Fargo

The Wall Street bank's latest additions to its independent advisor channel, FiNet, in Illinois bring more than 40 years of collective experience.

3iQ, CoinDesk launch global digital asset fund partnership
ALTERNATIVES SEP 16, 2024
3iQ, CoinDesk launch global digital asset fund partnership

The two crypto-focused firms' new venture gives advisors an onramp to expand portfolio exposures gradually beyond Bitcoin.