Leo Almazora

Leo Almazora
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RISR-Citadel partnership boosts support for business owner advisors
YOUR PRACTICE FINTECH OCT 28, 2024
RISR-Citadel partnership boosts support for business owner advisors

The fledgling fintech firm expands its platform in the Greater Philadelphia area as it makes two key additions to its leadership.

Alvarez & Marsal enters the ultra-high-net-worth RIA arena
NEWS RIAS OCT 28, 2024
Alvarez & Marsal enters the ultra-high-net-worth RIA arena

The firm's is wooing mega-affluent clients in New York, California and other wealth hubs with experienced leaders from top financial firms.

Trump's social media stock surges 20 percent as campaign makes late-inning New York stop
INVESTING EQUITIES OCT 28, 2024
Trump's social media stock surges 20 percent as campaign makes late-inning New York stop

Trump Media shares have rallied as political betting markets show higher odds of the Republican candidate's victory on November 5.

MAI Capital welcomes $528M Hyperion Partners
NEWS RIAS OCT 28, 2024
MAI Capital welcomes $528M Hyperion Partners

The $28B AUM RIA is extending its reach in Pennsylvania with an advisory team to high-net-worth individuals and business owners.

Robinhood wades into event trading with Harris and Trump contracts
INVESTING ALTERNATIVES OCT 28, 2024
Robinhood wades into event trading with Harris and Trump contracts

The retail trading titan is offering users new ways to trade on the outcome of the hotly contested presidential election.

Homrich Berg bolsters Florida footprint with new Tampa office
NEWS RIAS OCT 28, 2024
Homrich Berg bolsters Florida footprint with new Tampa office

The $18B RIA's newest location in the Southeast will be headed by a veteran professional coming back from a two-year retirement.

Envestnet rolls out customizable options strategy for HNW clients
YOUR PRACTICE FINTECH OCT 28, 2024
Envestnet rolls out customizable options strategy for HNW clients

The latest addition to the platform's quantitative portfolio suite aims to help advisors blunt the risks of stock concentration as they are unwound.

GeoWealth forges UMA tie-up with Goldman Sachs
YOUR PRACTICE FINTECH OCT 28, 2024
GeoWealth forges UMA tie-up with Goldman Sachs

The agreement with Goldman Sachs Asset Management will expand the TAMP provider's custom portfolio offering for RIAs.

TradePMR taps AI to simplify RIA transitions
YOUR PRACTICE FINTECH OCT 25, 2024
TradePMR taps AI to simplify RIA transitions

The fintech provider is looking to shorten the custodian-switching process with an automated data processing tool.

Debt throws most higher-ed workers financially off-balance, finds TIAA Institute research
RETIREMENT RETIREMENT PLANNING OCT 25, 2024
Debt throws most higher-ed workers financially off-balance, finds TIAA Institute research

Study reveals struggles to meet other financial obligations, build emergency savings, and prepare for retirement.