Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs
Wealth Management
JUNE 30, 2025
Will More Wealth Advisors Gravitate to 401(k) Plans? Related: Goldman Sachs Adds ‘ETF Look Through’ to Direct Indexing Strategy Edward Jones and Natixis IM have worked together since 2011. When the deal closes, Edward Jones will become the overlay manager for its UMA business, something it is currently outsourcing to Natixis.
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