Latest content:
What is Form PF? – Update on new SEC amendments
Form PF is an important regulatory rule for fund advisors. Here, we explain the new SEC amendments, which mandate the disclosure of additional information.
Why you need a personal financial review
An annual financial review is critical in helping you understand where you are financially now, and how you can get to where you want to be.
A HELOC or second mortgage: Which is right for you?
Which is better for your budget, a HELOC or second mortgage? Read on to understand the differences and determine the right option for you.
Prioritizing your money – Should I save, spend or invest?
Is it best to pay off debt, invest extra money or a mix of both? Learn what to ask yourself when prioritizing your money.
Economic update April 2024: The economy keeps charging along
Here, we summarize economic factors from the first quarter of 2024 and hear how the economy is performing.
2024 economic outlook: Crosscurrents ahead
Learn how the impacts of slowing economic activity, inflation, conflict, and election uncertainty will make 2024 a challenging year for markets.
Economic and market analysis: Living with data dependency
Throughout Q3 of 2023, the economy continued to show incredible resilience, despite the aggressive tightening by the Fed this past year.
A guide to SBA loans and resources
Here we offer tips for small business owners on how to use Small Business Administration (SBA) resources to grow your business.
Small business lending: A guide to applying for a loan
For business owners who are ready to take their company to the next level, we have insights into how to prepare for a small business loan.
How commercial credit cards can improve cash flow, efficiency and security for your business
Commercial credit cards are changing the payment landscape. Here's how businesses operations can benefit from the new options available.
What is Form PF? – Update on new SEC amendments
Form PF is an important regulatory rule for fund advisors. Here, we explain the new SEC amendments, which mandate the disclosure of additional information.
What investment managers are asking our custody team with less than 60 days until T+1
The fast-approaching T+1 transition includes technology standardization and timing adjustments. Here are some common questions.
Year in review: 2023 interest rate risk trends and peer group analysis
As we wrap up 2023 year-end rate sensitivity analyses (RSAs) reporting for clients, let’s review how balance sheets and interest rate risk profiles have changed.
A walk in and around the banking world
Eddie Broussard, UMB president of the Fort Worth, Texas market, shares insights from his journey in and around the banking world.
Our strength endures: Read our 2023 Corporate Citizenship and ESG Report
Our 2023 Corporate Citizenship and ESG Report shows our commitment to our associates, customers and communities.
A historic milestone: UMB announces agreement to acquire Heartland Financial
Alongside first quarter 2024 earnings, Mariner Kemper, chairman and CEO of UMB Financial Corporation, shares historic company news.
The power of turning personal interests into professional success
Christina Fenwick, vice president and relationship manager in the commercial real estate group at UMB, shares how she has blended her interests and professional passions.
Creating a business budget in times of uncertainty
Businesses are facing headwinds making budgeting difficult. We review the challenges and provide steps for approaching your business budget.
Planning for your home down payment
We offer three tips to help get you started on your plan for a home down payment, from understanding financing to finding ways to save.