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.

LinkedIn | Email

Leo Almazora
Displaying 3266 results
REIT index returns show continued pain in real estate
RIA NEWS JUL 12, 2024
REIT index returns show continued pain in real estate

Q2 performance figures show losses in the REIT space, led by casualties in the industrial and hotel sectors.

With no “blue oceans” left, asset managers are banking on distribution
ETFS JUL 12, 2024
With no “blue oceans” left, asset managers are banking on distribution

Cerulli research finds asset management firms are paying greater heed to RIAs, with active ETFs and separate accounts going on the front burner.

Inflation has hit hard for nearly half of older adults
RETIREMENT PLANNING JUL 12, 2024
Inflation has hit hard for nearly half of older adults

New research finds nine-tenths of adults aged 50 and older have felt its impact in the past year, with some cohorts reporting an outsized burden.

RBC Wealth Management expands with $640M Merrill Lynch team
RIA NEWS JUL 12, 2024
RBC Wealth Management expands with $640M Merrill Lynch team

The firm’s latest additions, led by a veteran with more than three decades’ experience, come during a pivotal transition for its broader organization.

Arete tightens its ties with BNY Pershing
FINTECH JUL 12, 2024
Arete tightens its ties with BNY Pershing

The $6B IBD and RIA is expanding its partnership with new long-term agreements, including access to an integrated wealth management platform.

Nitrogen unveils hat trick of tech launches
FINTECH JUL 12, 2024
Nitrogen unveils hat trick of tech launches

The wealth tech giant's new client engagement platform includes three core products aimed at both individual advisors and home offices.

Wealth Enhancement Group gains first foothold in Utah
RIA NEWS JUL 12, 2024
Wealth Enhancement Group gains first foothold in Utah

The national independent wealth firm has acquired a $272M planning team in Farmington, pushing its client assets past $85.7B.

RIAs’ economic optimism holds steady, but concerns are brewing
LIFE INSURANCE AND ANNUITIES JUL 11, 2024
RIAs’ economic optimism holds steady, but concerns are brewing

Quarterly index research reveals heightened worries over inflation, politics, and market turbulence in the next 12 months.

US retirement confidence rises, but some groups less upbeat
RETIREMENT PLANNING JUL 11, 2024
US retirement confidence rises, but some groups less upbeat

BlackRock survey exposes gender and generation gaps even as six-tenths of workplace savers feel financially on track.

Former investment advisor to pay $669k penalty over Grail Movement fraud
REGULATION, LEGAL & COMPLIANCE JUL 11, 2024
Former investment advisor to pay $669k penalty over Grail Movement fraud

The ex-advisor repeatedly lied to members of his religious community and fabricated statements to conceal near-total losses, according to the SEC.