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
LPL lands $300M team in Kentucky
INDEPENDENT BROKER DEALERS APR 10, 2024
LPL lands $300M team in Kentucky

The advisors from Ameriprise are joining the broker-dealer's network with their own independent practice in Louisville.

RIA Waverly scoops up $700M investment boutique
RIA NEWS APR 10, 2024
RIA Waverly scoops up $700M investment boutique

The fee-only RIA builds on its acquisition streak so far this year with its first foothold in Charlotte, North Carolina.

Cetera successfully rolls up its advisor businesses
INDEPENDENT BROKER DEALERS APR 10, 2024
Cetera successfully rolls up its advisor businesses

With a leaner organization, the broker-dealer is funneling cost savings from its streamlining effort into more support for advisors.

Gen Z, millennials as likely to own crypto as real estate
RIA NEWS APR 09, 2024
Gen Z, millennials as likely to own crypto as real estate

Online poll of 4,000 adults reveals younger generations’ approaches to wealth-building, financial 'hacks,' and trusted financial sources.

Three-fifths of millennials don't have a will or trust: Study
RIA NEWS APR 09, 2024
Three-fifths of millennials don't have a will or trust: Study

Survey of 15,000 millennials reveal a gap in generational planning as caregiving duties and homebuying struggles take their toll.

Most US adults fear outliving their money more than death
RETIREMENT PLANNING APR 09, 2024
Most US adults fear outliving their money more than death

Concerns about inflation, Social Security, and taxes are stoking Americans’ financial anxiety, Allianz Life survey shows.

Ron Carson stepping down as CEO of namesake RIA
RIA NEWS APR 09, 2024
Ron Carson stepping down as CEO of namesake RIA

The founder of the national wealth firm is handing over the reins to Burt White, former chief investment officer at LPL.

Pontera gains DC street cred with veteran hires
RETIREMENT PLANNING APR 09, 2024
Pontera gains DC street cred with veteran hires

The fintech is raising its profile in the 401(k) space with three veteran hires who boast a collective track record of nearly 70 years.

Nearly half of US filers put off tax prep
RIA NEWS APR 08, 2024
Nearly half of US filers put off tax prep

A survey of more than 1,000 US adults offers glimpses of tax stress and procrastination as the April filing deadline looms.

401(k) account balances surged in 2023, says T. Rowe Price
RETIREMENT PLANNING APR 08, 2024
401(k) account balances surged in 2023, says T. Rowe Price

The data show the driving influence of auto-enrollment, the spread of Roth contributions, and the stickiness of target-date products in 401(k)s.