Latest content:
What does a custodian do for alternative investment managers?
An institutional custodian helps keep all parties secure and provide services so managers can run businesses as efficiently as possible.
HSAs are evolving: Here’s what to know beyond the basics
Go beyond the basics of personal healthcare needs and learn how your health savings account (HSA) can play an expanded role in your overall financial plan.
Rolling over a retirement account
When changing jobs, you can either keep your retirement account where it is or roll it into a new account. Here, we explore the options.
Teaching kids good money habits
Use these tips for teaching kids good money habits to help your children develop responsible financial decision-making.
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.
Q3 2024 economic update: Not out of the woods yet
The U.S. economy has rebounded in the second quarter of 2024, but we're not out of the woods yet. Learn where the third quarter could take us.
Economic update April 2024: The economy keeps charging along
Here, we summarize economic factors from the first quarter of 2024 and hear how the economy is performing.
Five reasons to connect with your business banker
Managing finances is a challenge of running a business. Here are five reasons to connect with your business banker and how to prepare.
Preparing your employees for open enrollment
With continued inflation, economic uncertainty, and increased financial stress, this year poses many challenges for open enrollment for both employers and employees.
Four benefits of paying in local currencies
Using local currencies can provide multiple benefits when engaging in, or advising clients on, international trade, business or realty.
What does a custodian do for alternative investment managers?
An institutional custodian helps keep all parties secure and provide services so managers can run businesses as efficiently as possible.
Roll with the changes: Preparing your ALM model for economic shifts
The U.S. economy is on the cusp of a change in monetary policy. Is your interest rate risk model aligned with potential changes?
Defining the role of a bond trustee or paying agent
Bond trustee services are critical to corporate and municipal marketplaces. Here we explain the role of a trustee through the stages of a bond issuance.
How Bob Harris prepares for every situation
Read how Bob Harris, director of financial planning for UMB Private Wealth Management, turned his passion for preparing any financial scenario into a career to help others.
Christine Graham shares how her career journey brought her to UMB
Christine Graham, director of trust administration and chief fiduciary officer, shares how her career in private practice led her to UMB.
Meet the Leadership: Rekha Patnaik, Director of Continuous Improvement
Meet Rekha Patnaik, EVP and Director of Continuous Improvement. Here's how her experiences have helped shape her outlook on career and life.
Meeting the need for affordable housing
The affordable housing shortage is expected to continue for the foreseeable future. Here are some ways to address this concern.
The many melodies of Brian Hutchin’s career
Brian Hutchin, executive vice president and director of healthcare services at UMB shares the many melodies of his career as a banker who knows how to rock with change.
Buying a home: Choosing the right mortgage loan for you
With so many options available, choosing the right mortgage loan for you can be overwhelming. Here, we discuss the options.
