Leo Almazora

Leo Almazora
Displaying 1401 results
AlphaTrAI rebrands to Praxis Solutions in strategic refresh
YOUR PRACTICE FINTECH OCT 15, 2024
AlphaTrAI rebrands to Praxis Solutions in strategic refresh

The AI-focused fintech firm's new name, which comes after a two-year process of transformation, reflects its updated all-inclusive framework.

Fidelity faces class action over August data hack
NEWS INDUSTRY NEWS OCT 14, 2024
Fidelity faces class action over August data hack

Two New York residents are seeking retribution for the retail investment titan's failure to prevent an incident that exposed tens of thousands of its users' sensitive data.

Nuveen taps industry veteran Moshe Bajnon in private wealth push
INVESTING ALTERNATIVES OCT 14, 2024
Nuveen taps industry veteran Moshe Bajnon in private wealth push

The asset management giant is looking to solidify its relationships with wealth platforms, broker-dealers and RIAs through a newly created global leadership role.

A fresh look at high-net-worth spending and saving
NEWS INDUSTRY NEWS OCT 14, 2024
A fresh look at high-net-worth spending and saving

Survey of younger HNWIs offers insights on spending habits, income sources, and the pursuit of financial independence.

Indiana-based hybrid Thurston Springer inks acquisition deal
NEWS INDUSTRY NEWS OCT 14, 2024
Indiana-based hybrid Thurston Springer inks acquisition deal

The firm's definitive agreement to snap up a financial services firm and its subsidiaries will add 120 financial advisors to its network.

Female CEOs have flipped the script on the gender pay gap
NEWS INDUSTRY NEWS OCT 14, 2024
Female CEOs have flipped the script on the gender pay gap

Conference Board analysis finds female chief executives at public firms have passed their male counterparts, but still lag in other ways.

B. Riley confirms Oaktree deal for Great American Group
NEWS INDUSTRY NEWS OCT 14, 2024
B. Riley confirms Oaktree deal for Great American Group

The embattled financial services giant's agreement with the $193B alts giant marks a crucial step in its ongoing debt struggles.

LPL extends Florida presence with former Synovus advisor
NEWS BROKER DEALERS OCT 14, 2024
LPL extends Florida presence with former Synovus advisor

The wealth giant's latest addition is joining the firm's Miami operation through an existing affiliate.

IRS announces relief for taxpayers hit by Helene and Milton
RETIREMENT TAX OCT 14, 2024
IRS announces relief for taxpayers hit by Helene and Milton

Those impacted by the devastating hurricanes may be eligible for extensions, special deductions and other forms of assistance.

More Americans are invested in the elections than the stock market
NEWS INDUSTRY NEWS OCT 11, 2024
More Americans are invested in the elections than the stock market

A substantial number of people in a new 2,200-person survey believe their wealth, their "wallet power" and their retirement timelines are at stake.