How Bob Harris prepares for every situation
Read how Bob Harris, director of financial planning for UMB Private Wealth Management, turned his passion for preparing any financial scenario into a career to help others.
Maximize your tax-efficient gifting strategy
Understanding how to manage your gifting strategy is crucial to minimizing your taxes. Here, we discuss how to build a strategy.
Financial planning: Answers to important questions
This past year presented many challenges and while times have changed, for most of us our goals and objectives have not. Financial planning can sound intimidating, but it is not as overwhelming as it may seem.
Top 5 questions your financial team should ask you
A financial advisor can help you build a holistic plan based on your unique situation. Here are five questions your advisor should ask you.
Understanding the Corporate Transparency Act: A guide for business owners
The Corporate Transparency Act (CTA) aims to combat illegal activities by increasing transparency in corporate ownership. Read this guide to understand the law.
Retirement planning: The basics of Medicare
Many retired adults have access to the government program, Medicare. Here, we review how it can impact your retirement finances.
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.
Generating revenue and cultivating trust: Institutional banking as a UMB pillar
Here, Phil Mason, UMB president of institutional banking, explains how institutional banking fits within UMB’s overall strategy.
Earnings explained: Q2 2025
UMB’s Chief Financial Officer Ram Shankar discusses earnings results for the second quarter of 2025.
Good versus great advisors: How to get the most from your financial advisor
Learn how a financial advisor can help you achieve your financial goals and how you can ensure you are making the most of the financial partnership.
