Latest content:
Homeownership: Advantages for future you
Owning a home is more than a financial investment; it is an investment in your future self. Learn the short- and long-term benefits.
Homeownership: Advantages for future you
Owning a home is more than a financial investment; it is an investment in your future self. Learn the short- and long-term benefits.
How to prevent tax fraud this season
Learn how to protect you and your loved ones from tax fraud this season.
Top strategies to manage your credit cards effectively
Understanding how to use your credit cards is a great first step in managing debt, paying for large purchases and using card benefits.
This time really is different: UMB’s 2025 economic outlook
Here, we reflect on the robust return of the financial markets in the past year and share our 2025 economic outlook.
October economic update: More uncertainty, but better news
We had an amazing ride during the third quarter of 2024. The economy is more stable, but there are still concerns about the labor market.
Does the upcoming election matter?
The upcoming election has investors asking how the results may affect their finances. Learn how elections may not impact financial planning.
The power of personalization when you go ‘all in’ with one business bank provider
Juggling accounts at multiple banks can be inefficient for businesses. Learn how to harness the power of personalization with one banker.
Business email compromise (BEC): How to identify red flags and reduce risk
Learn how to ensure your employees can identify business email compromise (BEC) red flags to reduce risk.
Managing business continuity while preventing fraud
Payments fraud is a key consideration for all companies and is becoming more complicated, especially in today’s ever-evolving environment.
Auto dealers: Is your reinsurance “B” account working for you?
Learn the investment and tax benefits of auto dealers’ earned funds in reinsurance programs.
What is document custody for private investments?
What exactly is document custody? Here Pete Bergman of our Institutional Custody team explains why private investment managers seek third-party document custody services.
AML for private fund managers, one year ahead of the new rules
Beginning January 1, 2026, investment managers must comply with FinCEN's AML regulations. Here are some suggestions for a smooth transition.
A historic acquisition: How our purchase of HTLF sets a new path for our company, customers and communities
Today is a historic day for UMB. We will officially close on the largest acquisition in our 111-year history. This transaction will expand our team, expertise, and enhanced products, services and investments.
How taking “smart risks” guides Dan Kieffer’s philosophy working in the wealth industry
We sat down with Dan Kieffer, director of asset allocation, to learn how he shaped his career and how it led him to UMB
Celebrating a year of recognition: UMB and its associates receive industry and community awards
As the year winds down, we’d like to shine a light on the associates who have been recognized for their accomplishments.
Does the upcoming election matter?
The upcoming election has investors asking how the results may affect their finances. Learn how elections may not impact financial planning.
UMB’s women leaders share workplace experiences and offer mentoring advice
UMB's female leaders empower others through support and mentorship. Here, a few female leaders share their experiences and advice.
Lifestyle creep: How to identify it and avoid it
As your income grows, continue to check expenses to avoid lifestyle creep, where you spending can impact your financial future.
