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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Louis-based broker/dealer Edward Jones announced it intends to acquire Natixis Investment Managers’ overlay management services capabilities “through the purchase of select assets and an exclusive license for certain proprietary technology.” Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

Click here to download the complete publication. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio.

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Global Portfolio Strategy | November 8, 2022

James Hendries

Click here to download a PDF of this report. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | October 5, 2022

James Hendries

Click here to download a PDF of this report. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | August 3, 2022

James Hendries

Click here to download a PDF of this report. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | September 7, 2022

James Hendries

Click here to download a PDF of this report. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | July 7, 2022

James Hendries

Click here to download a PDF of this report. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.