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 1930 results
NAPA launches pioneering retirement income program for advisors
RETIREMENT RETIREMENT PLANNING FEB 21, 2024
NAPA launches pioneering retirement income program for advisors

First-of-its-kind course aims to help advisors articulate the value of retirement income solutions to complement 401(k) plans.

US annuity sales hit a fresh record in 2023: Limra
RETIREMENT RETIREMENT PLANNING FEB 21, 2024
US annuity sales hit a fresh record in 2023: Limra

Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.

Hub woos small businesses with pooled retirement plan option
RETIREMENT RETIREMENT PLANNING FEB 21, 2024
Hub woos small businesses with pooled retirement plan option

The firm's pooled employer plan gives small business owners the chance to offer workers 401(k)s at lower costs.

Nitrogen revamps enterprise fintech suite
YOUR PRACTICE FINTECH FEB 21, 2024
Nitrogen revamps enterprise fintech suite

The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.

LPL Financial welcomes another veteran advisor
NEWS BROKER DEALERS FEB 21, 2024
LPL Financial welcomes another veteran advisor

The advisor, based in North Carolina, oversaw roughly $130 million in assets at Osaic.

Despite tripling assets, responsible investing funds haven’t outpaced market
INVESTING ESG FEB 21, 2024
Despite tripling assets, responsible investing funds haven’t outpaced market

An analysis shows retail investors drove global growth over the past 10 years, while the bias for negative screening and active strategies continued.

Number of CFPs hits new global high
NEWS INDUSTRY NEWS FEB 20, 2024
Number of CFPs hits new global high

The latest numbers point to four booming markets for financial planning professionals, including two double-digit growth hotspots.

Finra names new members to its board
NEWS REGULATION AND LEGISLATION FEB 20, 2024
Finra names new members to its board

Finra's new governors include Vanguard’s first-ever global CIO and the president of UBS Americas.

Mega-RIAs still winning out amid advisor growth surge: Cerulli
NEWS RIAS FEB 20, 2024
Mega-RIAs still winning out amid advisor growth surge: Cerulli

Even as the pace of advisor growth doubled, challenges continued for the overwhelming majority of smaller firms.

Texas-based family office commits $1B to fund investing in asset managers
INVESTING ALTERNATIVES FEB 20, 2024
Texas-based family office commits $1B to fund investing in asset managers

Houston’s CAZ Investments joins multiple partners in $4.7 billion allocation to market-leading private equity strategy.