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.
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.
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.
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.
Pre-need trusts vs. Pre-need insurance for funeral planning
Read how funeral homes help customers plan for future funeral costs with different payment options, such as pre-need trust and pre-need insurance.
Establishing a trust: Planning for the future with intention
Trusts are important estate planning tools . Here are three reasons to set up a trust as part of your financial plan.
Do you have a will or a trust established?
Read through the details on why you might want to consider creating a will or a trust long before you actually need them.
