Latest content:
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.
How to maximize your health savings account at various stages of your life
Learn about a health savings account (HSA) and how to use it as a lifelong financial tool as your finances and lifestyle changes over time.
Five ways you can better prepare for retirement
Here, we share four considerations to help you better prepare for retirement. These tips can help you continue living your best life.
Investment persona: Discover your ideal investing profile
An investment strategy is crucial for a financial plan and there are several approaches to consider. Discover more about your investment persona.
Economic market update: 2026 is off to an exciting start
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 Economic outlook: The K factor
Economic growth was surprisingly robust last year. However, the Fed was facing some challenges. Read more about our 2026 economic outlook, The K factor.
Economic analysis of Q3 2025: Falling leaves and rising markets
The third quarter of 2025 was marked by improving market sentiment. Watch the replay of the quarterly economic webinar.
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.
The end of the penny: Business impacts to know
After more than 200 years in production, the U.S. government has stopped making pennies. Read our tips for businesses to manage this change.
Trending in Dallas: Employee ownership
We are seeing renewed interest in employee stock ownership plans (ESOPs) across UMB’s footprint, particularly in the Dallas-Fort Worth region.
What private fund managers should know about presenting to a ‘40 Act fund’s board
For private fund managers new to the '40 Act space, the role of a fund's board is often underestimated. Read our tips for the initial presentation to the board.
Trustee perspective on collateralized fund obligations (CFOs)
Strong demand for private equity and credit investments has increased the popularity of collateralized fund obligations (CFOs). Here are insights from our work on CFOs.
Dual-share ETFs: Top questions from asset managers
The SEC recently signaled its intent to bring regulatory shifts in the exchange-traded funds (ETFs) space. Here, we share our top recommendations to prepare for dual-share ETFs.
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.
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.
Leader Q&A: For David Andersen, your success is his success
We sat down with regional president David Andersen to learn more about his path to UMB and his passion for the Utah community, service and people.
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.
UMB’s scholarship program creates opportunities for students to pursue higher education
Read how UMB is committed to supporting associates and their families in pursuing higher education through our scholarship program.
How Millennials and younger generations can take advantage of their HSAs
Learn how Millennials and younger generations are getting ahead of future retirement expenses with health savings accounts (HSAs).
