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
Displaying 1932 results
Focus Financial partner Kovitz to absorb Fort Pitt Capital
NEWS RIAS OCT 03, 2024
Focus Financial partner Kovitz to absorb Fort Pitt Capital

The latest development will add $5.9B to the Chicago-based powerhouse while extending its reach in Pennsylvania.

Cerity Partners expands in Colorado with Janiczek deal
NEWS RIAS OCT 03, 2024
Cerity Partners expands in Colorado with Janiczek deal

The top-ranked RIA is deepening its reach in Denver's ultra-high-net-worth market with a highly credentialed advisor team.

US ETFs surge past $10T in September
INVESTING ETFS OCT 03, 2024
US ETFs surge past $10T in September

Inflows of $57B into equity strategies plus a record-setting rush into fixed income drove the ETF milestone.

Osaic boosting advisor skills with new academy launch
NEWS BROKER DEALERS OCT 03, 2024
Osaic boosting advisor skills with new academy launch

The PE-backed wealth platform is helping affiliated financial professionals advance their people and practice skills through the virtual and in-person program.

LPL bags $2.1B superteam from Raymond James
NEWS BROKER DEALERS OCT 03, 2024
LPL bags $2.1B superteam from Raymond James

With a team of nine advisors, the nearly 30-year-old practice expands LPL's footprint with two additional locations in Texas.

Senator Warren calls for curbs on "too big to manage" Citigroup
NEWS WIREHOUSES OCT 03, 2024
Senator Warren calls for curbs on "too big to manage" Citigroup

The US Senator pressed regulators to place growth restrictions on the Wall Street giant, citing repeated failures in its compliance and risk management.

HSAs have made progress, but there's still room for more
NEWS INDUSTRY NEWS OCT 02, 2024
HSAs have made progress, but there's still room for more

After $123B asset record, Morningstar report highlights positives and recommendations to help investors in the health savings account space.

Mercer maintains East Coast deal pace with Pennsylvania-based RIA
NEWS RIAS OCT 02, 2024
Mercer maintains East Coast deal pace with Pennsylvania-based RIA

The national wealth firm's newest acquisition adds another $440M in high-net-worth assets.

Franklin expands Envestnet partnership into custom indexing solutions
YOUR PRACTICE FINTECH OCT 02, 2024
Franklin expands Envestnet partnership into custom indexing solutions

The asset management giant is helping advisors to the mass affluent fine-tune their investments with SMA capabilities.

Rossby adds Seeds to its wealth tech ecosystem
NEWS RIAS OCT 02, 2024
Rossby adds Seeds to its wealth tech ecosystem

The young and fast-growing RIA's latest partnership aims to help affiliated advisors tackle the portfolio personalization challenge.