Latest content:
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.
What to do when your time deposit account matures?
Once a time deposit term ends, there's a short window of time to decide between renewing the account or withdrawing funds. Here, we weigh the options.
Learning the basics: Health savings account (HSA) FAQs
Opening a health savings account (HSA) can come with a confusing amount of information Here, we answer some of your most common questions.
How to recover after holiday spending
After the joy of the holiday season, the extra bills may be rolling in. Here are some tips to recover from holiday spending debt.
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.
Business lending 101: What business loan is right for you?
As the market changes, or new opportunities surface, your lending needs may shift. Here's how to select a business loan that’s right for you.
ESOPs are on the rise. Are they right for your business?
For businesses implementing an employee stock ownership program (ESOP), we're sharing tips for maximizing opportunities with an ESOP.
Financing growth: Questions for construction businesses navigating loans
To find the right fit, we've provided three questions to help outline what to consider when reviewing your business banking relationships.
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.
Understanding fund custody: Private versus publicly offered fund vehicles
Amy Small, executive director of institutional custody, discusses the differences between private fund custody and registered fund custody.
Dynamic balance sheet modeling for business planning
As the markets remain uncertain about the future, dynamic balance sheet modeling can assist community banks in planning for the year ahead.
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.
Stay curious: Career tips from Tracy Howren
Here, Tracy Howren, senior vice president and commercial real estate lending officer, shares career tips and what she loves about her work.
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.
