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
Powell warns political pressure on Fed will destroy public trust
FIXED INCOME JUN 01, 2026
Powell warns political pressure on Fed will destroy public trust

The former Fed chair, now a sitting governor, says politicizing the central bank risks eroding its credibility with the American people.

Berkshire Hathaway buys Taylor Morrison in $6.8 billion housing bet
EQUITIES JUN 01, 2026
Berkshire Hathaway buys Taylor Morrison in $6.8 billion housing bet

Greg Abel's first major deal signals that Berkshire's acquisition machine is back – and housing is the opening move.

Potomac launches SDBA solution to unlock 401(k) assets for advisors
RETIREMENT PLANNING JUN 01, 2026
Potomac launches SDBA solution to unlock 401(k) assets for advisors

The firm's new retirement plan offering gives financial advisors direct access to workplace plan assets via self-directed brokerage accounts.

Wellington-Altus CEO: RIA growth hinges on culture, not just capital
PRACTICE MANAGEMENT (GORIA) JUN 01, 2026
Wellington-Altus CEO: RIA growth hinges on culture, not just capital

Shaun Hauser says entrepreneurial advisors are moving for belonging – not compensation – and there's data to back him up.

 Zocks, Jump expand advisor reach with new enterprise integrations
FINTECH MAY 29, 2026
Zocks, Jump expand advisor reach with new enterprise integrations

Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.

SEC moves to scrap climate disclosure rules for public companies
REGULATION, LEGAL & COMPLIANCE MAY 29, 2026
SEC moves to scrap climate disclosure rules for public companies

The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.

EverNest joins Focus after bitter split with Sanctuary Wealth
RIA NEWS MAY 29, 2026
EverNest joins Focus after bitter split with Sanctuary Wealth

The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.

Advisor moves: Wells Fargo welcomes back $550M advisor duo from Ameriprise
INDEPENDENT BROKER DEALERS MAY 29, 2026
Advisor moves: Wells Fargo welcomes back $550M advisor duo from Ameriprise

Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.

JPMorgan contests $4.25M order over LA advisor's Super Bowl spending
WIREHOUSES MAY 29, 2026
JPMorgan contests $4.25M order over LA advisor's Super Bowl spending

A FINRA arbitration panel sided with a former wealth manager fired over a $642 deli platter and a disputed client event.

The private markets boom is knocking on advisors' doors
ALTERNATIVES MAY 28, 2026
The private markets boom is knocking on advisors' doors

A new survey finds nine in 10 advised investors would allocate to private markets on a strong recommendation – but most haven't had that talk yet.