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.
Treasury curve viewpoint: Fed policy shifts bond risk
The Fed still controls the short end of the Treasury curve. Investors need to keep an eye on the ball further along the curve.
Institutional Topics
Property tax reform provisions in Missouri Senate Bill 3
Do property tax reform provisions create uncertainty? Here’s an overview and considerations for municipalities during this uncertain time.
Fintechs should ask what, exactly, ‘Regulatory Playbook’ means
A regulatory playbook can mean different things. Find out what clarifying questions fintechs should ask potential BaaS providers as they conduct their due diligence.
The OBBBA earnings test for higher education: Questions university finance leaders are grappling with
The One Big Beautiful Bill Act (OBBBA) is affecting universities through the program-level earnings test. Learn about the impacts to higher education.
Anatomy of a municipal bond issuance
A municipal bond allows local governments to raise funds for public projects. Learn more about what they are and how they strengthen communities.
Building the bench: Amy Small on growth, custody and forever families
We sat down with executive vice president and executive director of institutional custody Amy Small to discuss the growth of UMB's custody business and the values that drive her leadership.
Comparing ’34 Act funds to private funds and registered funds
Asset managers are considering ’34 Act funds to bridge a gap between traditional private funds and ’40 Act registered funds. Here, we explore how ’34 Act funds fit in.
