Read the latest insights for the institutional marketplace, from community banks and municipalities to some of the largest corporations, broker-dealers and fund companies in the U.S. and abroad.
Five trends shaping product development for unlisted closed-end funds in 2026
Based on our perspective and discussions with partners, we have identified several trends in product development. Here, we explore the five trends that stand out for the year ahead.
Institutional Topics
The fund audit off-season: Fall planning meeting checklist
Holding a fall planning meeting is a valuable way to capture lessons from the last fund audit experience and to plan for the next.
Why convert a mutual fund or ETF to a series trust?
Hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.
Auto dealers: Is your reinsurance “B” account working for you?
Learn the investment and tax benefits of auto dealers’ earned funds in reinsurance programs.
Three key considerations for a successful turnaround
Municipalities face specific obstacles that are different from corporate bankruptcy. Here, we share tips for a successful turnaround.
Essential criteria for a funeral trust that serves you and your clients
A funeral trust can benefit your organization and clients—potentially generating income while helping clients prepare for funeral expenses.
What is the role of an indenture trustee in an asset-backed security (ABS) deal?
We provide a brief overview of how an indenture trustee such as UMB fits into an asset-backed security transaction.
