Latest content:
I’ve been to dozens of fraud prevention conferences: These 6 topics always come up
Tracy Swaim has attended many conferences and noted topics repeatedly popping up in conversation. Here, she shares common fraud tactics.
I’ve been to dozens of fraud prevention conferences: These 6 topics always come up
Tracy Swaim has attended many conferences and noted topics repeatedly popping up in conversation. Here, she shares common fraud tactics.
Your business is worth millions: Are you really ready to sell it?
A business exit plan should be part of the strategic plan from day one. Here, Bryan Esarco offers considerations for exit planners to assess an owner’s readiness.
Understanding lines of credit: How to know which is right for you
Lines of credit can help bridge a financial gap. Find out more about the options before making a financial decision.
Economic market update: U.S. markets hold strong amidst turmoil
Each month, UMB Chief Investment Officer Eric Kelly and the UMB investment management team share economic insights and market impacts from the past several weeks.
2026 midyear economic update: A new era at the Fed
The second quarter brought a rapid rebound from the turbulence unleashed during Q1. Read our 2026 midyear update.
Economic analysis of Q1: The war, oil and consequences for the markets
The first quarter of 2026 witnessed a truly amazing mix of geopolitical and market events in rapid succession. Read our current economic analysis.
Your business is worth millions: Are you really ready to sell it?
A business exit plan should be part of the strategic plan from day one. Here, Bryan Esarco offers considerations for exit planners to assess an owner’s readiness.
Growing with Texas: A stronger foundation, greater possibilities
After nearly 15 years in the Texas market, we are as excited today as we were when we launched to serve our clients and the community.
Preparing your employees for open enrollment
Discover how the One Big Beautiful Bill Act (OBBBA) will affect HSAs. Business owners should review these changes before open enrollment.
The fund audit off-season: Fall planning meeting checklist
Holding a fall planning meeting is a valuable way to capture lessons from the last fund audit experience and to plan for the next.
Why convert a mutual fund or ETF to a series trust?
Hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.
Auto dealers: Is your reinsurance “B” account working for you?
Learn the investment and tax benefits of auto dealers’ earned funds in reinsurance programs.
I’ve been to dozens of fraud prevention conferences: These 6 topics always come up
Tracy Swaim has attended many conferences and noted topics repeatedly popping up in conversation. Here, she shares common fraud tactics.
Banking basics to know: How balance sheets work
With challenging financial times, you wonder how your bank is doing. Here, we explain how a bank's balance sheet can give you peace of mind.
Striving for more: Associate educational support programs
To stay competitive, companies must foster and develop talent. Here's how UMB supports associates' professional growth and education.
2025 Corporate Citizenship and ESG Report: More committed than ever
Our 2025 Corporate Citizenship and ESG Report shows our commitment to our associates, customers, communities and the world around us.
How to plan for unexpected expenses on your family vacation
Planning a family vacation? Learn how to budget effectively and prepare for unforeseen costs with our comprehensive guide.
How commercial credit cards can improve cash flow, efficiency and security for your business
Commercial credit cards are changing the payment landscape. Here's how businesses operations can benefit from the new options available.


