Latest content:
Launching a private fund with plans to convert to a registered fund
Here, we explore how some alternative-investment managers launch private funds expecting to convert them to registered funds.
Financial planning at each stage of life
Discover how an early and proactive approach to financial planning can lead to success in achieving your goals throughout every stage of life.
The financial pros and cons of becoming a stay-at-home parent
Becoming a stay-at-home parent can have positive and negative implications for your family budget. Let’s take a look at the pros and cons.
Top tips: How to protect yourself online
While the internet touches many aspects of life, it can expose you to identity theft and fraud. Learn how you can protect yourself online.
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.
Economic market update: September ushers in cautious optimism
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.
Q3 2025 economic update: Another brick in the wall of worry
Read our latest economic check-in that covers factors from Q2 2025 and analyzes the unexpected events in the geopolitical arena and financial markets.
Steps to protect your company from financial fraud
With the threat of fraud, companies are eager to minimize risk. Learn how to protect your company from becoming a victim of financial fraud.
Oklahoma roots and loud loyalty: How UMB serves the Sooner state
Here, UMB Oklahoma Market President Stuart Sullivan shares how his Oklahoma roots have influenced the leader he is at UMB.
Stop HSA headaches: Helping clients choose the right provider
Health savings accounts (HSAs) can help save on insurance costs. Read how to avoid HSA headaches and help your clients choose the right provider.
Launching a private fund with plans to convert to a registered fund
Here, we explore how some alternative-investment managers launch private funds expecting to convert them to registered funds.
Why do most mutual funds make year-end distributions in December?
Investors can be wary of making new mutual fund investments with upcoming year-end distributions. Here, we cover why that may be good advice.
Alternative Investment back-office themes for the remainder of 2025
Here are thoughts on three major themes for back-office operations managers in the alternative investment industry.
Scaling Main Street service to a national level
I’m excited to share we have completed our systems and brand conversion efforts that officially bring all our associates, customers and properties into the UMB fold.
Oklahoma roots and loud loyalty: How UMB serves the Sooner state
Here, UMB Oklahoma Market President Stuart Sullivan shares how his Oklahoma roots have influenced the leader he is at UMB.
Deep community roots anchor her path: Melanie Velazquez’s career journey
Melanie Velasquez, UMB Bank New Mexico market president, discusses her career path and how facing challenges has made her a better leader.
What it means to be a UMB personal banker: A glimpse inside the branch
Personal bankers not only assist with financial transactions, but they also build relationships with customers and their communities.
Smart savings: Six strategies to boost your savings plan
Learning how to save lays the groundwork for future financial success and security. A solid savings plan can also help secure financial independence and stability later in life.
Know your banker, protect yourself from fraud
Here, Phil Neidhart, senior vice president of treasury management at UMB, shares fraud prevention tips for businesses to minimize risk.
