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.

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Leo Almazora
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For the first time, more than 70M workers have access to a 401(k)
RETIREMENT PLANNING MAR 14, 2024
For the first time, more than 70M workers have access to a 401(k)

Three-fifths of workers have access to a plan, with the average contribution topping $5,000 for the second straight year.

CFP Board overhauls its sanctions and certification rules
RIA NEWS MAR 13, 2024
CFP Board overhauls its sanctions and certification rules

The professional body for financial planners says it's making changes to maintain fairness while serving the public’s best interest.

Independent Financial Group deepens tech ties with Envestnet
FINTECH MAR 13, 2024
Independent Financial Group deepens tech ties with Envestnet

The broker-dealer is ramping up support for its advisor affiliates with new lending, planning, and investment integrations.

HSA balances continue to grow along with usage
RETIREMENT PLANNING MAR 13, 2024
HSA balances continue to grow along with usage

EBRI research reveals the benefits of matching contributions, the untapped power of investing balances, and the influence of age on usage.

Carson continues growth in Nebraska with $163M practice
RIA NEWS MAR 13, 2024
Carson continues growth in Nebraska with $163M practice

The national wealth firm is widening its footprint in Omaha as it welcomes a veteran advisor duo.

Baird bolsters Wisconsin presence with team from UBS
INDEPENDENT BROKER DEALERS MAR 13, 2024
Baird bolsters Wisconsin presence with team from UBS

The latest team to join the broker-dealer managed $680 million in client assets at their former firm.

Merit snaps up $540M Washington team
RIA NEWS MAR 13, 2024
Merit snaps up $540M Washington team

The Atlanta-based RIA is deepening its Pacific Northwest footprint with a financial planning team from LPL.

Fintech Flourish expands fee-based annuity shelf
FINTECH MAR 13, 2024
Fintech Flourish expands fee-based annuity shelf

The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.

Eaglebrook unveils new crypto SMA partnership
ALTERNATIVES MAR 12, 2024
Eaglebrook unveils new crypto SMA partnership

The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.

Two-thirds of Americans want an alternative path to retirement
RETIREMENT PLANNING MAR 12, 2024
Two-thirds of Americans want an alternative path to retirement

New report from Fidelity uncovers changing attitudes about retirement, concerns around savings, and use of technology across generations.