Leo Almazora

Leo Almazora has been the resident US News Writer for InvestmentNews since February 2024. 

An experienced journalist, he honed his understanding of stocks, bonds, mutual funds, ETFs, alternative investments, and wealth technology over seven years of conversations with portfolio managers, advisors and other industry experts and insiders over the course of nearly a decade. 

In his spare time, he enjoys running (he's run a full mary once, and is hoping to make it twice), singing, biking, listening to audiobooks, or doing some combination thereof.

Email him at [email protected].

Leo Almazora
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How much do affluent clients love fee-based planning?
PRACTICE MANAGEMENT MAY 28, 2025
How much do affluent clients love fee-based planning?

The model has surged in popularity thanks to its fiduciary appeal, but the show is far from over for no-fee and commission-based arrangements.

Fintech bytes: Zocks lands Commonwealth partnership, Visory powers cybersecurity for Modern Wealth
FINTECH MAY 28, 2025
Fintech bytes: Zocks lands Commonwealth partnership, Visory powers cybersecurity for Modern Wealth

The two wealth tech firms are continuing to expand their reach among firms as they support advisor productivity and client data protection.

Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney
INDEPENDENT BROKER DEALERS MAY 28, 2025
Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney

RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.

Fresh off Robinhood acquisition, TradePMR unveils AdvisorEngine partnership
FINTECH MAY 28, 2025
Fresh off Robinhood acquisition, TradePMR unveils AdvisorEngine partnership

Advisor platform integration offers RIAs unified access to portfolio tools, CRM, and customizable client experience.

Rethink cybersecurity disclosure rule, SIFMA urges SEC
FINTECH MAY 27, 2025
Rethink cybersecurity disclosure rule, SIFMA urges SEC

The industry group and other financial associations called out risks from premature disclosures, overreporting, and bad actors weaponizing the rule's requirements.

Gen AI gathers momentum as wealth firms scale digital plans
FINTECH MAY 27, 2025
Gen AI gathers momentum as wealth firms scale digital plans

New Broadridge survey reveals surge in AI investments, with a third of respondents expecting a payoff within six months.

Ritholtz Wealth Management touts authenticity, JPMorgan woos well-heeled clients with new locations
WIREHOUSES MAY 27, 2025
Ritholtz Wealth Management touts authenticity, JPMorgan woos well-heeled clients with new locations

RWM has unveiled its newest office in Chicago's iconic Salt District as JPMorgan Chase bares plans to scale across four states.

RIA beat: Integrated Partners welcomes $370M Boston team, Ashton Thomas bolsters Bay Area hub
RIA NEWS MAY 27, 2025
RIA beat: Integrated Partners welcomes $370M Boston team, Ashton Thomas bolsters Bay Area hub

Breaking away from First Citizens Bank, the latest team to join Ashton Thomas in San Francisco bring nearly a billion dollars in assets.

Advisor moves: Ex-Focus wealth manager hops to Stratos affiliate, LPL welcomes former RBC advisor
INDEPENDENT BROKER DEALERS MAY 27, 2025
Advisor moves: Ex-Focus wealth manager hops to Stratos affiliate, LPL welcomes former RBC advisor

A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor comes with experience from the sports industry.

Don't stop fighting for Retirement Security Rule, financial planning coalition urges DOL
RETIREMENT PLANNING MAY 23, 2025
Don't stop fighting for Retirement Security Rule, financial planning coalition urges DOL

The collective of groups including CFP Board, the FPA, NAPFA, and XYPN called for continued support in a legal battle to reinforce clients' best interests.