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
Red or blue, US workers love state-facilitated retirement savings
RETIREMENT PLANNING MAY 15, 2024
Red or blue, US workers love state-facilitated retirement savings

Nationwide poll reveals substantial majority support from working Americans across party lines and generations.

DOL fiduciary rule faces pushback in congress
RETIREMENT PLANNING MAY 15, 2024
DOL fiduciary rule faces pushback in congress

A bicameral group of senators and house representatives have launched a joint resolution seeking to quash the rule.

Americans and advisors divided on inflation, finds survey
RETIREMENT PLANNING MAY 15, 2024
Americans and advisors divided on inflation, finds survey

With more widespread concern among consumers, research reveals the value of anti-inflation strategies, including annuities with guarantees.

Most Americans aren't ready for the Boomer wealth wave
RIA NEWS MAY 15, 2024
Most Americans aren't ready for the Boomer wealth wave

Survey exposes lack of financial confidence to handle a large windfall, with over half of Gen Y and Gen Z receiving poor advice in the past.

LPL expands in Texas with ex-Lincoln advisor
RIA NEWS MAY 15, 2024
LPL expands in Texas with ex-Lincoln advisor

The wealth giant’s latest addition in the Lone Star State reportedly managed $215M for affluent individuals, business owners, and executives.

Summit strengthens Southwest presence with $370M UBS team
RIA NEWS MAY 15, 2024
Summit strengthens Southwest presence with $370M UBS team

The RIA is bolstering its partnership model as it helps the breakaway team, led by a 25-year veteran, launch their own high-net-worth firm.

Is planning for age 95 longevity overkill?
RETIREMENT PLANNING MAY 14, 2024
Is planning for age 95 longevity overkill?

With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.

Pontera unveils 401(k) mega-partnership with Stifel
RETIREMENT PLANNING MAY 14, 2024
Pontera unveils 401(k) mega-partnership with Stifel

The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.

RBC lures two ex-Merrill Lynch teams in the Northeast
RIA NEWS MAY 14, 2024
RBC lures two ex-Merrill Lynch teams in the Northeast

Collectively, the two veteran advisor groups in Maryland are bringing around $900M in client assets to RBC’s wealth advisory business.

William Blair scores $1.2B multigenerational team
RIA NEWS MAY 14, 2024
William Blair scores $1.2B multigenerational team

The firm expands its private wealth presence in Philadelphia, Pennsylvania with a veteran trio of high-net-worth advisors from Raymond James.