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.
The role of Delaware statutory trust services in an asset-backed securitization deal
Here's an overview of how Delaware statutory trust services from UMB fit into an asset-backed security transaction.
Need for speed: Checklist for escrow setup to avoid M&A closing delays
Escrow is often one of the last things to come up in a business transaction. If you want the closing process to stay pain-free, use the checklist below to help avoid unpleasant surprises.
Six ways municipal bond issuers and borrowers can keep bond-financing obligations painless
We’ve compiled words of wisdom to help bond issuers ensure smooth sailing after an offering is complete and funds are with your trustee.
Trustee perspective on collateralized fund obligations (CFOs)
Strong demand for private equity and credit investments has increased the popularity of collateralized fund obligations (CFOs). Here are insights from our work on CFOs.
Defining the role of a bond trustee or paying agent
Bond trustee services are critical to corporate and municipal marketplaces. Here we explain the role of a trustee through the stages of a bond issuance.
Defend against business email compromise fraud
Business email compromise scams are becoming more sophisticated, which is why well-established workflows and systems are critical to prevention.
