Latest content:
Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Difference between interval and tender-offer funds and what trips up investment managers during the fund formation process.
When to use your debit card versus credit card
You may think it doesn’t matter what type of card you use, but there are actually significant advantages to using certain forms of payment depending on the situation.
How to choose the best home loan for you
For many homeowners, mortgage and loan terms can be confusing and overwhelming. Here's how to select the best home loan for you.
Financial insights: What to know about managing debt
Paying down and managing debt in an efficient, focused way — and eventually being free of it — is vital for long-term financial security.
April economic check-in: Tariff turmoil and a fiscal pickle
With a global tariff storm brewing, 2025 is proving to be a year of uncertainty and volatility. Read our current economic analysis and watch our latest webinar.
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.
Strategies to help optimize excess liquidity
Whether your business is building capital or in a growth cycle, effectively managing excess liquidity is vital to a successful cash management strategy.
Optimize your business: Time milestones for your business exit
Selling your business is a significant milestone that requires careful planning to maximize proceeds and prepare for the exit.
Small business lending: A guide to applying for a loan
For business owners who are ready to take their company to the next level, we have insights into how to prepare for a small business loan.
Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Difference between interval and tender-offer funds and what trips up investment managers during the fund formation process.
Essential criteria for a funeral trust that serves you and your clients
A funeral trust can benefit your organization and clients—potentially generating income while helping clients prepare for funeral expenses.
New entrants to the registered fund space: Don’t fight the ’40 Act!
The SEC recently issued a risk alert for fund managers, highlighting deficiencies and weaknesses. Learn why you don’t fight the ’40 Act.
UMB supports total employee wellness through well-being and financial health initiatives
UMB prioritizes associates’ personal and financial health with programs designed for the well-being of our diverse and talented employees.
Strengthening diverse perspectives: UMB’s business resource groups
UMB's Business Resource Groups enhance our associates' experience, provide insight from leadership, and help maintain an inclusive culture.
Balancing hard work and self-care is paramount: Tricia’s career story
We spoke with Tricia Edsall, senior vice president and regional manager of UMB's real estate group, to learn about her career and interests.
Strengthening diverse perspectives: UMB’s business resource groups
UMB's Business Resource Groups enhance our associates' experience, provide insight from leadership, and help maintain an inclusive culture.
April economic check-in: Tariff turmoil and a fiscal pickle
With a global tariff storm brewing, 2025 is proving to be a year of uncertainty and volatility. Read our current economic analysis and watch our latest webinar.
Not just for checks: Six ways to use your checking account
Explore six ways to use your checking account beyond traditional check-writing. Maximize your financial strategy with these modern tips.
