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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RIA moves: Carson Group, Bluespring announce new acquisitions as consolidation continues
RIA NEWS JUN 10, 2025
RIA moves: Carson Group, Bluespring announce new acquisitions as consolidation continues

Carson Wealth is strengthening its Colorado presence, while Bluespring's move in Texas will create a new $1.4 billion firm.

Fintech bytes: FMG and Snappy Kraken beef up their marketing tech
FINTECH JUN 10, 2025
Fintech bytes: FMG and Snappy Kraken beef up their marketing tech

The two leading wealth tech providers are boosting their support for growth-focused advisors with new integrated features and AI-powered tools.

Elevation Point adds two execs to drive continued expansion
RIA NEWS JUN 09, 2025
Elevation Point adds two execs to drive continued expansion

CEO Jim Dickson said the two women leaders' hiring marks "a defining moment" for the Minneapolis-based RIA growth accelerator.

How these RIA advisors are helping business owners through tariff ankle-breakers
RIA NEWS JUN 09, 2025
How these RIA advisors are helping business owners through tariff ankle-breakers

Against a backdrop of non-stop trade policy changes, planning professionals and leaders share their clients' experiences and the strategies they're using to adapt.

LPL, Edward Jones, other brokerages hit with multimillion-dollar settlement over excessive commissions
INDEPENDENT BROKER DEALERS JUN 09, 2025
LPL, Edward Jones, other brokerages hit with multimillion-dollar settlement over excessive commissions

Multi-year NASAA investigation shows the five firms charged customers $19 million across just over a million trades, violating FINRA rules.

Revealed: InvestmentNews 5-Star Independent Advisors for 2025
INDEPENDENT BROKER DEALERS JUN 09, 2025
Revealed: InvestmentNews 5-Star Independent Advisors for 2025

Leading with competence and empathy, the best independent advisors have built strong client relationships with communication and investment knowledge, among other hallmarks.

Edelman Financial Engines names Ralph Haberli as president
RETIREMENT PLANNING JUN 09, 2025
Edelman Financial Engines names Ralph Haberli as president

The $287 billion RIA behemoth's newest leader, with experience from Capital Group and BlackRock, will lead its workplace, employee planning, and wealth planning businesses.

More than two-thirds of advisors see stocks gaining in H2 2025, survey finds
EQUITIES JUN 09, 2025
More than two-thirds of advisors see stocks gaining in H2 2025, survey finds

With nearly half of respondents expecting equities to outdo other asset classes, advisors are seeing more opportunities to engage meaningfully with clients.

SEC rejects Texas advisor's 'moral obligation' defense over trading in deceased client's account
INDEPENDENT BROKER DEALERS JUN 06, 2025
SEC rejects Texas advisor's 'moral obligation' defense over trading in deceased client's account

The ex-registered broker facilitated a series of transactions, including nine trades totaling nearly $130,000 and eight withdrawals amounting to $85,000, for a fourteen-month period after the client's death.

Envestnet unveils AI data tools to empower advisors' decision-making
FINTECH JUN 06, 2025
Envestnet unveils AI data tools to empower advisors' decision-making

The wealth tech giant is offering advisors a natural, intuitive way to use AI through its new business intelligence and insights engine features.