Meet the leadership: Heather Miller, Chief Marketing Officer
Heather Miller, chief marketing officer for UMB, shares her thoughts, creative inspiration and favorite projects as she reflects on her 17 years with the company.
The benefits of converting to a series trust
Some mutual fund complexes with standalone structures may find greater internal efficiencies and cost savings by adopting a series trust model. In today’s complex compliance and regulatory environment, the professional, dedicated oversight associated with a series trust structure can help to navigate these challenges.
Architectural designer sets the stage for School of Economics at UMB
Matthew Walter, architectural designer for School of Economics at UMB, drew on his experience in theater design to set the stage for a place where Kansas City area students will practice money-handling and business skills. Matthew explains his approach for designing a space for elementary school students to have a curriculum-based financial education experience that integrates entrepreneurship, personal finance and banking.
Health savings accounts: A powerful tool to combat rising healthcare costs
Health savings accounts (HSAs) continue to grow in popularity, with over 25 million people enrolled in HSAs at year-end 2018 and total assets reaching approximately $53.8 billion. That growth isn’t expected to slow anytime soon, as HSAs remain a powerful tool to help combat the rising costs of health care.
Spot phishing with these tips
It’s important to know how to quickly identify a phishing attempt because cybercriminals can take advantage of our trust and our desire to be helpful by asking for your personal data through online messages, texts and phone calls.