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 3543 results
Retire by 65? Get real, say one in two Americans
RETIREMENT PLANNING AUG 08, 2024
Retire by 65? Get real, say one in two Americans

Poll of 1,000 adults reveals more than two-thirds concerned over living expenses, savings shortfalls, and a lack of guaranteed retirement income.

For many US athletes, the road to the Olympics is paved with debt
RIA NEWS AUG 08, 2024
For many US athletes, the road to the Olympics is paved with debt

With no financial backing and limited incentives, aspiring Olympians are literally locked in a winner-take-all competition.

RBC bags Merrill Lynch exec to lead Southern California recruitment
RIA NEWS AUG 08, 2024
RBC bags Merrill Lynch exec to lead Southern California recruitment

The wealth giant’s latest hire comes with over a decade of experience developing key markets in the Western US.

Healthcare costs continue to rise for retired seniors
RETIREMENT PLANNING AUG 08, 2024
Healthcare costs continue to rise for retired seniors

Fidelity says a 65-year-old retiring today will face $165k in health care and medical expenses – more than twice what the average American expects.

Private Advisor Group teams up with succession tech platform
FINTECH AUG 08, 2024
Private Advisor Group teams up with succession tech platform

The $31.5B RIA and New Jersey-based branch office is helping its advisor community navigate the journey of continuity and succession planning.

LPL welcomes back $535M boomerang team from Wells Fargo
RIA NEWS AUG 08, 2024
LPL welcomes back $535M boomerang team from Wells Fargo

The broker-dealer giant has extended its reach again in New Jersey as a trio of veteran advisors make their return.

CV Advisors bolsters its bench with $800M UHNW family office veteran
RIA NEWS AUG 08, 2024
CV Advisors bolsters its bench with $800M UHNW family office veteran

The $11B RIA's latest hire from Valor Advisors comes with 18 years of experience, including tenures at JPMorgan and UBS.

The shadow of debt is creeping further into retirement, EBRI says
RETIREMENT PLANNING AUG 07, 2024
The shadow of debt is creeping further into retirement, EBRI says

Analysis of Federal Reserve data shows how the continuing burden of debt and debt payments impact older households.

SEI beefs up its managed accounts shelf again
RIA NEWS AUG 07, 2024
SEI beefs up its managed accounts shelf again

The asset manager has added direct index and factor investment offerings, including fixed income and dividend-focused options, to its SMAs and UMAs.

Why firms must invest in their rookie advisors' success
PRACTICE MANAGEMENT (GORIA) AUG 07, 2024
Why firms must invest in their rookie advisors' success

With nearly two-fifths of advisors set to retire in 10 years, the industry has to help new advisors address a key challenge, says Cerulli.