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

Published on June 30, 2025

It’s the latest addition in the broker/dealer’s series of moves to expand its in-house investment management capabilities and serve HNW clients.

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Dallas Fed Manufacturing: Business Conditions Continued to Worsen in June

June 30, 2025
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for June. The general business activity index rose for a second straight month but remained in negative territory at -12.7. This marks the fifth straight month of worsening business conditions.

Monitoring Portfolio News Using AI

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One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.%MCEPASTEB