The fund audit off-season: Fall planning meeting checklistBy UMB Fund Services|2026-08-31T11:41:41-05:00August 31, 2026|
Why convert a mutual fund or ETF to a series trust?By UMB Fund Services|2026-08-19T15:40:29-05:00August 19, 2026|
Year-end 2025 numbers update: Interval and tender-offer funds reach $239 billion as structural test beginsBy UMB Fund Services|2026-06-24T16:47:23-05:00June 22, 2026|
Interval and tender-offer fund distribution strategiesBy UMB Fund Services|2026-01-05T16:44:37-06:00January 5, 2026|
Interval funds vs. tender-offer funds: An overview for investment managers considering a launchBy UMB Fund Services|2025-09-25T15:07:55-05:00June 4, 2025|
Investor reporting software: Top questions to ask your fund adminBy UMB Fund Services|2024-09-23T16:43:28-05:00September 23, 2024|
Navigating the slow lane: Challenges and opportunities in launching semi-liquid credit fundsBy UMB Fund Services|2024-10-31T09:46:26-05:00October 16, 2023|