Leo Almazora

Leo Almazora
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Advisors' economic optimism slips as pivotal election nears
NEWS RIAS OCT 10, 2024
Advisors' economic optimism slips as pivotal election nears

Growing uncertainty and short-term volatility are weighing on RIAs, with nearly half seeing at least some likelihood of recession.

Social Security COLA flattens to 2.5 percent in 2025
RETIREMENT RETIREMENT PLANNING OCT 10, 2024
Social Security COLA flattens to 2.5 percent in 2025

The benefit boost announced for next year aligns with historical averages but could still leave inflation-shocked retirees wanting.

Tech-centric RIA Farther gets $72M vote of confidence in latest funding round
NEWS RIAS OCT 10, 2024
Tech-centric RIA Farther gets $72M vote of confidence in latest funding round

The $5B firm's latest financial infusion from Alphabet subsidiary CapitalG and other investors will fuel its continued expansion efforts.

$300M Osaic advisor team comes home to Equitable
NEWS RIAS OCT 10, 2024
$300M Osaic advisor team comes home to Equitable

The women-led group of advisors with more than 60 years of combined experience are rejoining the firm's supported independence platform in Hawaii.

Envestnet boosts efforts at HNW and UHNW advisor support
YOUR PRACTICE FINTECH OCT 10, 2024
Envestnet boosts efforts at HNW and UHNW advisor support

The wealth tech behemoth is expanding its distribution and product suite to address the increasingly important space.

TradePMR puts advisor growth in focus with client onboarding updates
YOUR PRACTICE FINTECH OCT 09, 2024
TradePMR puts advisor growth in focus with client onboarding updates

Fintech platform unveils CRM integration, multi-signature capabilities, and other enhancements to help reduce friction points.

Why don't nearly half of Americans have any investments?
NEWS INDUSTRY NEWS OCT 09, 2024
Why don't nearly half of Americans have any investments?

Janus Henderson survey exposes lack of education, generational divides, and gender gaps in investing behaviors.

Corebridge breaks into the RILA space
RETIREMENT RETIREMENT PLANNING OCT 09, 2024
Corebridge breaks into the RILA space

The insurance giant says its latest offering puts it a step ahead against other top-three annuity providers.

Could private-market access boost retirement plan contributions?
RETIREMENT RETIREMENT PLANNING OCT 09, 2024
Could private-market access boost retirement plan contributions?

Survey shows just over one-third of workplace plan participants willing to put part of their portfolios in private equity or private debt.

Facet looks further to the future with $35M funding
YOUR PRACTICE FINTECH OCT 09, 2024
Facet looks further to the future with $35M funding

The tech-powered financial planning firm is using its latest financing to advance key initiatives and keep supporting its disruptive model.