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 1931 results
Coinbase says SEC is ready to drop enforcement case
INVESTING ALTERNATIVES FEB 21, 2025
Coinbase says SEC is ready to drop enforcement case

The crypto exchange giant says the dismissal, which is still pending approval, would "right a major wrong" and pave the way for constructive rulemaking.

Wealth firms eye tech, AI to drive growth in 2025
YOUR PRACTICE PRACTICE MANAGEMENT FEB 21, 2025
Wealth firms eye tech, AI to drive growth in 2025

Report finds three-fifths of leading executives prioritize improving data analytics and customer engagement, but costs and data security pose concerns.

Vermont selects Vestwell to administer 529 savings program
NEWS INDUSTRY NEWS FEB 20, 2025
Vermont selects Vestwell to administer 529 savings program

Building on existing partnerships in auto-IRA and disability savings, the deal solidifies the fintech platform's role supporting investors in the state.

LPL amps up alts capabilities with new centralized platform
INVESTING ALTERNATIVES FEB 20, 2025
LPL amps up alts capabilities with new centralized platform

The broker-dealer behemoth is addressing demand from high-net-worth advisors and investors with a new partnership, while deepening its collaboration with SS&C and iCapital.

Fidelity strengthens ETF portfolio focus with new suites
INVESTING ETFS FEB 20, 2025
Fidelity strengthens ETF portfolio focus with new suites

The investing giant's newest model portfolio offerings blend active, passive, and third-party ETFs to target a range of risk and asset allocation profiles.

Dynasty adds CIBC breakaways as Sanctuary unveils first strategic capital partnership
NEWS RIAS FEB 20, 2025
Dynasty adds CIBC breakaways as Sanctuary unveils first strategic capital partnership

Sanctuary Wealth's latest minority investment marks a new phase in the RIA aggregator's efforts to support independent advisor growth on its platform.

Trump executive order gives White House influence over SEC rulemaking
NEWS REGULATION AND LEGISLATION FEB 20, 2025
Trump executive order gives White House influence over SEC rulemaking

The order weighing on the federal agency's independence could also have implications on enforcement activity, concerned observers say.

Deloitte highlights regulatory concerns for wealth firms in 2025
YOUR PRACTICE PRACTICE MANAGEMENT FEB 19, 2025
Deloitte highlights regulatory concerns for wealth firms in 2025

Despite a laxer regulatory direction under the Trump administration, the consultancy is warning RIAs against marketing rule and fiduciary standard complacency.

Amid continued DOGE efforts, Musk turns focus to centenarians in Social Security
RETIREMENT RETIREMENT PLANNING FEB 19, 2025
Amid continued DOGE efforts, Musk turns focus to centenarians in Social Security

Evidence showing millions of records of individuals aged 100 or older overstate the real risk of fraud, sources say.

Will AI notetakers short-circuit or supercharge next-gen advisor training?
YOUR PRACTICE FINTECH FEB 19, 2025
Will AI notetakers short-circuit or supercharge next-gen advisor training?

Despite the risks, tech leaders say the growth of automation in client meetings could ultimately boost wealth firms' efforts at developing younger advisor talent.