Acquisition
Edward Jones Completes Acquisition of Natixis IM's Overlay-Management Capabilities
•February 17, 2026
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Why It Matters
The enhancements give Edward Jones a competitive edge in wealth management by delivering sophisticated, efficient solutions that attract and retain high‑net‑worth clients, boosting assets under management and advisor productivity.
Key Takeaways
- •Moment partnership adds cash‑flow optimization to advisor toolkit.
- •Natixis acquisition enables in‑house overlay management for UMA.
- •Faster fixed‑income proposals improve client experience.
- •Supports growth of $10M+ high‑net‑worth client segment.
- •Enhances tax‑aware investment strategies across platform.
Pulse Analysis
Wealth managers are increasingly pressured to provide granular cash‑flow planning alongside traditional portfolio construction, especially for clients with complex financial lives. Edward Jones’ recent moves reflect a broader industry shift toward integrating technology‑driven analytics with personalized advisory services. By leveraging Moment’s fixed‑income proposal engine, the firm can automate what was once a manual, time‑intensive process, delivering proposals that match each client’s liquidity timeline and risk tolerance in minutes rather than days.
The Moment partnership not only accelerates proposal generation but also embeds cash‑flow optimization directly into advisors’ workflows. This capability enables advisors to model scenarios such as retirement drawdowns, education funding, or tax‑efficient income streams, thereby deepening the client experience. Faster, data‑rich recommendations improve client satisfaction and free advisors to focus on relationship building, a critical factor in retaining high‑net‑worth clientele.
Acquiring Natixis IM’s overlay‑management expertise further strengthens Edward Jones’ value proposition by bringing tax‑aware implementation and portfolio coordination in‑house for its Unified Managed Account platform. Internalizing these services reduces reliance on third‑party providers, cuts costs, and enhances control over execution quality. Combined, the technology partnership and acquisition position Edward Jones to capture a larger share of the $10 million‑plus investor segment, driving AUM growth and reinforcing its reputation as a full‑service, tech‑enabled wealth manager.
Deal Summary
Edward Jones announced the completion of its acquisition of Natixis IM's overlay-management capabilities, enabling the firm to manage overlay services for its U.S. UMA in-house. The move, alongside a new partnership with fixed-income platform Moment, expands Edward Jones' cash-flow optimization and tax-aware investment offerings for high-net-worth clients.
Article
Source: WealthManagement.com – ETFs
Edward Jones Adds Cash Flow Optimization to Services
Elaine Misonzhnik, Senior Editor, Investments, Wealth Management
February 17 2026
Edward Jones has entered into a relationship with the fixed‑income trading and portfolio‑management platform Moment. The firm also completed its acquisition of Natixis IM’s overlay‑management capabilities. The moves are part of Edward Jones’ recent efforts to broaden its tax‑optimized investment services.
Edward Jones has been trying to grow its high‑net‑worth clientele recently by adding services that might appeal to investors with more complex financial‑planning and investment‑management needs, including proactive tax strategies. Last year, it launched its new Edward Jones Generations model aimed at investors with over $10 million in investable assets. The year before, it launched a proprietary SMA available to clients enrolled in its UMA program. The firm also began opening physical hubs for its higher‑end clientele.
The relationship with Moment gives Edward Jones access to the former’s fixed‑income portfolio‑proposal tools and cash‑flow‑optimization capabilities. As a result, the firm will be able to quickly generate customized fixed‑income portfolios aligned with clients’ individual risk and cash‑flow objectives. Edward Jones plans to extend direct access to these capabilities to financial advisors over time.
“This capability gives our financial advisors the ability to quickly generate and implement highly personalized proposals aligned to their clients’ unique fixed‑income needs,” said Russ Tipper, principal and head of products and solutions at Edward Jones, in a statement. “We’re replacing a manual, time‑intensive process with speed and precision that not only improves the client outcome but adds efficiency for our financial advisors that can be used to further deepen the client experience.”
Meanwhile, the completed acquisition of Natixis’ capabilities allows Edward Jones to manage overlay‑management services for its U.S.–based UMA in‑house. The firm’s overlay‑management team now oversees tax‑aware implementation and portfolio coordination for clients.
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