| Date | Title | Description |
| 17.03.2026 | Nexus Energy Partners: $100 Million Credit Facility Expansion With UMB Bank To Support Anadarko Basin Growth | Nexus Energy Partners announced the closing of an amended and restated senior secured credit facility with UMB Bank totaling $100 million, with an initial borrowing base of $45 million. The expanded facility builds on the company’s existing... |
| 24.02.2026 | Erie Strayer Receives Strategic Investment Led By CQL Capital | Erie Strayer, a fourth-generation, family-owned leader in concrete batching solutions, announced that it has received a strategic investment led by CQL Capital, a private equity firm focused on partnering with founder- and family-owned busi... |
| 16.02.2026 | CQL Capital Leads Strategic Investment In Concrete Batching Solutions Leader Erie Strayer | CQL Capital announced a strategic investment in Erie Strayer, a fourth-generation, family-owned company specializing in concrete batching solutions. The transaction is designed to support Erie Strayer’s long-term growth initiatives while pr... |
| 12.02.2026 | Erie Strayer Receives Strategic Investment | Erie Strayer, an Erie, Pennsylvania-based provider of concrete batching solutions, received a strategic investment of undisclosed amount.
The round was led by CQL Capital and Star Mountain Capital, with participation from UMB Private Invest... |
| 09.02.2026 | Dynasty Financial Partners Receives Financing | Dynasty Financial Partners, a St. Petersburg, FL-based provider of wealth management technology and business services, raised a minority capital round of funding.
Backers included The Charles Schwab Corporation, BlackRock, J.P. Morgan Asset... |
| 06.02.2026 | Dynasty Financial Partners: Wealth Management Platform Closes Minority Capital Raise | Dynasty Financial Partners announced it has closed a minority capital raise, backed by a broad group of stakeholders, including employees, clients, and resource partners, as well as several long-standing investors and members of its board. ... |
| 13.01.2026 | SelectQuote secures $415 million credit facility | SelectQuote Insurance Services SelectQuote Insurance Services
Founded: 1985
Headquarters: Overland Park, Kansas, United States
Total Funding: $765M
See full company profile "> has closed a new $415 million credit facility, refinanci... |
| 14.11.2025 | Gladstone Investment Announces Intent to Redeem All Outstanding 8.00% Notes due 2028 | Gladstone Investment Announces Intent to Redeem All Outstanding 8.00% Notes due 2028
Download as PDF November 14, 2025 8:30am EST
MCLEAN, VA / ACCESS Newswire / November 14, 2025 / Gladstone Investment Corporation (Nasdaq:GAIN) (the "C... |
| 07.08.2025 | Guzman Energy: $80 Million Revolving Credit Facility Closed From BciCapital | Guzman Energy, a wholesale power provider for U.S. communities, and BciCapital, the capital markets platform of City National Bank of Florida, announced the closing of an $80 million revolving credit facility.
This facility will enhance Guz... |
| 18.12.2024 | Regional Banking Giants Unite: Berkshire Hills and Brookline Merge in $1.1 Billion Deal | In a landscape marked by turbulence, Berkshire Hills Bancorp and Brookline Bancorp have announced a merger that signals a significant shift in the regional banking sector. This $1.1 billion all-stock deal is more than just numbers; it’s a s... |
| 16.12.2024 | Regional lenders Berkshire Hills Bancorp, Brookline strike $1.1 bln merger deal | Regional lenders Berkshire Hills Bancorp, Brookline strike $1.1 bln merger deal
By Manya SainiDecember 16, 20247:34 PM UTCUpdated ago
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| 09.10.2024 | Dynasty Financial Raises Funding From BlackRock, JPMorgan, And Existing Investors | Dynasty Financial Partners announced it closed a minority capital raise to fuel its ongoing growth. Several of Dynasty’s long-standing investors and members of its Board of Directors supported the round, as well as three strategic investors... |
| 19.08.2024 | US regional bank deals rise as lenders aim to bolster balance sheets | Boards, Policy & RegulationFinance & Banking
Regulatory Oversight
Mergers & Acquisitions
Capital Markets
US regional bank deals rise as lenders aim to bolster balance sheets
By Manya Saini and Niket NishantAugust 19, 20244:09 PM... |
| 06.08.2024 | Oi S.A. - Em Recuperação Judicial Announces Settlement of New Notes and Roll-Up Notes | NEW YORK, Aug. 6, 2024 /PRNewswire/ -- Oi S.A. – Em Recuperação Judicial (the "Company") announced that the settlement of its new debt securities issued under its rights offering (the "Offers") pursuant to that certain r... |
| 29.07.2024 | Региональный кредитор WesBanco покупает более мелкого конкурента Premier Financial за $959 млн | Региональные банки в США по-прежнему остаются более восприимчивыми к экономическим колебаниям, вызванным высокими процентными ставками, чем их так называемые «слишком большие, чтобы обанкротиться» конкуренты.
Крах трех средних по размеру ам... |
| 09.05.2024 | Mohr Logistics Park signs 1 million square foot lease with Cummins Inc. | The new Cummins lease further solidifies Mohr Logistics Park's status as a blue-chip industrial park
WHITELAND, Ind., May 9, 2024 /PRNewswire/ -- Mohr Capital has secured a lease for more than 1 million square feet at Mohr Logistics Park wi... |
| 01.05.2024 | Navigating the Clouds: Amit Taneja’s Expertise in Cloud Computing and Migration | Share
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In a world swiftly transitioning to cloud-based solutions, Amit Taneja emerges as a significant figure with over 13 years of IT experience, with extensive expertise in data architecture, data lakes, and particu... |
| 29.04.2024 | UMB Financial to acquire Heartland Financial | figcaption>span]:font-sans">
UMB Financial (Nasdaq: UMBF) has agreed to acquire Heartland Financial (HTLF) in an all-stock deal valued at $2 billion.
Why it matters: The largest regional bank deal this year (per Dealogic) comes a... |
| 28.09.2022 | Getting a mortgage while self-employed can be a challenge. Here are 7 ways to improve your chances | A self-employed borrower may have a more difficult time proving their income than someone with a regular job. Chuck Savage/Getty
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Insider's experts choose the best products and services to help make smart decisions with your money... |
| 10.02.2022 | Industry trends: Registered funds regulatory and tax roundup – Fall 2021 | Each quarter, UMB's registered fund accounting, administration and tax teams consolidate the most impactful regulatory and tax developments in the fund industry. To guide your strategic and operational planning, our fund servicing team reco... |
| 05.02.2022 | Your guide to financial planning: How to get started and what to consider | What is financial planning?
There are many myths about financial planning. A common one is that financial planning is only for wealthy individuals and families - which is simply untrue. No matter the size of your bank account, financial pla... |
| 29.01.2022 | UMB Financial : What is an OCIO? Benefits of an outsourced chief investment officer | It is a growing trend among institutions and non-profits to seek an outsourced chief investment officer (OCIO) to serve as the fiduciary, discretionary investment provider. An OCIO is a third-party extension of the institutions' staff respo... |
| 22.01.2022 | Economic imbalances: A review of the financial markets | As we enter a new year, we identified numerous imbalances in the financial market, so we thought it appropriate to make "imbalances" our theme for our quarterly update. We will focus on the imbalances impacted by Covid-19, supply ... |
| 19.01.2022 | Securities settlement: Penalties for failed trades in Europe start Feb. 1 | Beginning February 1, fund managers who trade in European markets will face penalties for failed trades. The new rules for securities settlement apply to European Union (EU) countries plus the United Kingdom, Norway, Iceland and Liechtenste... |
| 15.01.2022 | UMB Financial : First steps for handling an unexpected financial windfall | It may seem far-fetched to imagine yourself on the receiving end of an unexpected financial windfall, but many people will experience a sudden influx of cash at least once in their lifetime. Windfalls don't always come from winning the lott... |
| 14.01.2022 | Passion for business and community combine: Meet UMB Family Wealth vice president, Jacquie Ward | We recently spoke with Jacquie Ward, vice president, UMB Family Wealth, about her new role and how her passions for career and community service earned her an award from UMB. How did you get your start in the banking industry?
I was a finan... |
| 14.01.2022 | Small business lending: A guide to applying for a loan | The truth about bankers is that we love nothing more than helping people turn their dreams into reality. We entered this line of work to help others reach their financial goals and find their individual path to success. For many, that means... |
| 08.01.2022 | UMB Financial : How a scientist and olympic wrestler became a chief investment officer | Abdur Nimeri, Ph.D, recently joined UMB Family Wealth to serve as the chief investment officer. Abdur shares how his background in the scientific field and time spent as a competitive wrestler impacts his ability to help clients reach their... |
| 07.01.2022 | UMB Financial : Bank contributes $2 million to Kansas City and Denver organizations | Since our founding, UMB has believed in the importance of investing in the people and communities we serve.
We have always been committed to helping build and better the communities we serve-from our start in 1913 to now, this is a part of ... |
| 05.01.2022 | Meet the Leadership: Jeremy Machain, UMB Bank's Wichita Market President | Strive to learn more, always ask questions and do what you love: Wichita market president Jeremy Machain shares lessons he's learning throughout his 20-year career.
Tell us more about yourself.
I was born and raised in Wichita and don't see... |
| 04.01.2022 | UMB Financial : Mortgage refinancing overview (infographic) | If you own your home through a mortgage agreement, you may have the ability to refinance, which can come with benefits like access to a lower interest rate or an adjustment of the length of your loan. With interest rates remaining noticeabl... |
| 29.12.2021 | UMB Financial : Practical tips for starting a small business | Starting a small business is a uniquely challenging, exciting and rewarding experience. From researching potential industries and operational models, to digging deep into financing options, a lot must happen before you officially open. For ... |
| 27.12.2021 | UMB Financial : Bridges and stimulus versus the economy and stocks | In mid-November, President Joe Biden signed the $1.2 trillion bipartisan infrastructure bill. The government appropriated $550 billion in new spending on transportation, water and power infrastructure, and pollution cleanup. Included in the... |
| 23.12.2021 | Relationship banking: How Bryson Reschke sets up Utah businesses for success | Bryson Reschke, vice president, business banking relationship officer discusses how he serves business clients in Utah, supports his local team, and the value of a relationship-first approach.
Vowing to lead through coaching
As a relationsh... |
| 21.12.2021 | UMB Financial : Staying cyber-safe during the COVID-19 pandemic | Cybercriminals use deception and take advantage of fear, which means it's more important than ever to stay aware and vigilant of COVID-19 scams so you can help prevent fraud.
This article was updated December 2021.
Vaccinations, wearing mas... |
| 16.12.2021 | UMB Financial : Creating a business budget in times of uncertainty | Even the most experienced business owner can sometimes be swung off course by market volatility, economic shifts and global events that impact the bottom line. Today, businesses are facing several unique and cascading headwinds that make fo... |
| 15.12.2021 | Inflation: With 2021 almost finished, where do we go from here? | As we approach the final stretch of 2021, one thing is clear: we've come a long way from where we sat this time last year. Yields have risen and unemployment has fallen, but inflation and COVID-19 seem to be stickier than once thought.
Comi... |
| 14.12.2021 | UMB Financial : Tips for building and improving your credit (infographic) | It can be hard to build your credit, especially if you are starting from scratch. For most of life's milestones, such as buying a car or a house, you will need a credit history to make the purchase. Unfortunately, if your credit score is lo... |
| 09.12.2021 | UMB Financial : Year-end investment portfolio management tips | As we near the conclusion of another prosperous year in the equity markets, it's important to take some time to tend to your investment portfolio. A few simple activities can optimize the after-tax return of your portfolio and set you up fo... |
| 02.12.2021 | UMB Financial : First to market? Three questions for your fund distribution services partner | Asset managers seeking to be first-to-market with an investment strategy or product wrapper should develop a distribution plan as they develop the product itself. Understanding the current marketplace, onboarding requirements and platform f... |
| 29.11.2021 | UMB Financial : Do you have a will or a trust established? | Thinking about what will happen to your assets after you are gone is an important part of your financial plan. Creating a will or trust helps ensure your wishes are executed correctly. But, understanding what each document can mean for you ... |
| 23.11.2021 | Unlisted closed-end funds: Growth persists despite pandemic | The unlisted closed-end fund structure-primarily interval funds and tender-offer funds-allows asset managers to access the mass affluent market while addressing the liquidity challenges of alternatives and illiquid securities. Nearly 80 pro... |
| 22.11.2021 | UMB Financial : Five tips that can improve business cash flow | 1. Improve your forecast
One of the best strategies for improving business cash flow is to develop a forecasting model and method that works for the business. To predict the amount of income it will have over the course of the year, it's im... |
| 19.11.2021 | Industry Trends: Registered funds regulatory and tax round up – Summer 2021 | Each quarter, UMB's registered fund accounting, administration and tax teams consolidate the most impactful regulatory and tax developments in the fund industry. To guide your strategic and operational planning, our fund servicing team reco... |
| 18.11.2021 | UMB Financial : Shannon Johnson recognized as one of the Most Powerful Women to Watch in Banking | Shannon Johnson, executive vice president and chief administrative officer and one of the most powerful women in banking, shares how her career at UMB, the evolution of her role and the pandemic have made a positive impact on her life. Tell... |
| 15.11.2021 | UMB Financial : Why municipal advisory? Q&A with Jim Mann & Melissa Buck | UMB Financial Services, Inc. launched municipal advisory services in 2020 and recently expanded it with the hire of an experienced Colorado-based team of advisors: Jim Mann and Melissa Buck. In the following Q&A, Jim and Melissa offer t... |
| 12.11.2021 | UMB Financial : Why do most mutual funds make year-end distributions in December? | As year-end approaches, you may see financial news stories suggesting investors be wary of making new investments in mutual funds with upcoming year-end distributions. Here, we'll cover why that may be good advice-and why mutual funds make ... |
| 04.11.2021 | Earnings Explained: Third quarter 2021 earnings | Each quarter following UMB's earnings results, Ram Shankar, UMB chief financial officer, provides an overview of the earnings highlights. Included below is an audio recording of his remarks. Slide references reconciling non-GAAP numbers to ... |
| 04.11.2021 | Five ways to protect your business from fraud | Most companies are a target for fraud and knowing how to protect a business against fraud threats is critical in the digital landscape we are living in today. Use these five tips to help ensure your business is protected from potential frau... |
| 03.11.2021 | Five ways to protect your business from fraud | Most companies are a target for fraud and knowing how to protect a business against fraud threats is critical in the digital landscape we are living in today. Use these five tips to help ensure your business is protected from potential frau... |
| 30.10.2021 | UMB financial education program honored with American Bankers Association Foundation Community Commitment Award | In 2016, UMB Financial Corporation partnered with the agriculture education nonprofit, American Royal, to create the UMB Market, a grocery store and financial education simulation that encourages students to practice healthy shopping on a b... |
| 27.10.2021 | Professional acumen and personal passion help Ann Marie Baker serve both clients and community | We talk with Executive Vice President, Ann Marie Baker, about her role as a trusted advisor to her clients and her long-time dedication to the Springfield community. Tell us about your role at UMB.
My expertise is primarily focused in provi... |
| 16.10.2021 | 2021 Q4 economic update: Are we headed back into the tunnel? | At the beginning of 2021, our economic theme was "Light at the End of the Tunnel." The promise of vaccination rollouts, re-opening economies, and the combination of pro-cyclical fiscal and monetary policies indicated that there wa... |
| 14.10.2021 | 2021 Women Who Mean Business: Abby Wendel, president of consumer banking | Abby Wendel, president of consumer banking, was recently named to the 2021 class of Women Who Mean Business by the Kansas City Business Journal for her outstanding achievements at UMB Bank and in the community. We spoke with Abby to learn m... |
| 12.10.2021 | UMB Financial : Announces Agreement to Acquire KC Metro Branch | KANSAS CITY, Mo. (Oct. 12, 2021) - UMB Bank, n.a., a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce the execution of a definitive agreement to acquire an ANB Bank branch located at 15301 W. 87th Street Parkwa... |
| 07.10.2021 | UMB Financial : How women can find wealth-life balance with a financial advisor | Many women are focused on their work-life balance as they juggle the responsibilities of life, but few take the time to think about their wealth-life balance. As many women know, one of the best ways to manage everything on your plate is to... |
| 04.10.2021 | UMB Financial : Beth Cronenweth finds her dream role in payments at UMB | We recently spoke with Beth Cronenweth, senior vice president and payments group product manager, about how she landed her dream role at UMB, her involvement in the payments industry and how she moonlights as a real-life rock star in her ro... |
| 01.10.2021 | Top tips: How to protect yourself online | The internet is part of nearly every aspect of our lives. Whether it's working online, online shopping, using apps on a mobile device, email, social media or reading the news, the internet and your information are accessed daily.
It's impor... |
| 29.09.2021 | UMB Financial : gives back to Arizona community through volunteer and donation efforts | At a time when charitable donations in Arizona were down due to the COVID-19 pandemic, UMB Bank did not falter and continued to support the community when it needed it the most. From January 2020 through June 2021, UMB associates in Arizona... |
| 27.09.2021 | UMB Financial : Steps to help small businesses navigate the labor shortage | The pandemic continues to have a significant impact on our daily lives, whether its related to how we work, how we manage our personal lives, and how we generally interact with each other. Small businesses have been hit particularly hard, e... |
| 23.09.2021 | UMB Financial : Four financial factors to consider before retirement | Whether retirement is a distant goal or right around the corner, here are four finance factors to consider about when preparing for your golden years. Housing
Housing is often the largest cost in retirement, which makes it a good place to s... |
| 23.09.2021 | UMB Financial : Dynamic balance sheet modeling for business planning | Share via: Facebook Twitter LinkedIn More
The pandemic has caused an abundance of uncertain times. It's becoming repetitive to talk about, but it's of major importance for the banking industry. At one point, it looked like things were getti... |
| 20.09.2021 | UMB Financial : issues industry report on U.S. private debt market | Share via: Facebook Twitter LinkedIn More
The private debt market has come into its own over the past decade. Once a small and obscure asset class, the market's meteoric rise has benefited from a low interest rate environment, institutional... |
| 02.09.2021 | Buying a home: Choosing the right loan for you | So you're ready to buy a home, and have finished the first step of pre-approval. It can be a daunting process, so we're continuing the step-by-step approach to help you navigate this important financial decision.
There are many home loan ch... |
| 02.09.2021 | UMB Financial : An option for streamlined settlement of private placement bonds | In conjunction with capital raises for a fund, sponsors may also issue bonds to the investors. In this situation, sponsors need a trustee and/or paying agent and an approach for settling the private placement bonds themselves.
We may alread... |
| 27.08.2021 | UMB Financial : Now is the time for employers to boost Health Savings Account participation | Benefits have always been important when considering employment, but now more than ever, benefits are at the top of people's priority list. Between the increased prioritization of health due to the COVID-19 pandemic and the continued rising... |
| 24.08.2021 | UMB Financial : Helping Clients Build Their Legacies | Dan Weeks, managing director of UMB Family Wealth, shares how his career at UMB has helped prepare him to lead families through their next chapter by honoring their goals and values.
My seven years at UMB has been full of opportunities. I'v... |
| 19.08.2021 | UMB Bank + Tivol: An inside look at our personal and business banking relationship | Since our founding in 1913, UMB has been a trusted partner to our customers like Tivol. From personal to business, we take the time to really get to know our clients - we listen closely, show up for them however they need us and are dedicat... |
| 18.08.2021 | UMB Financial : Understanding asset-based lending and its value | Asset-based lending (ABL) has evolved over the last several decades, and as a result, the value and usefulness is frequently misunderstood. Here to break down the complexities and explain the importance of this area of banking are Greg Cara... |
| 17.08.2021 | UMB Financial : Inflation – A love/hate relationship | Inflation has been absent from the economic scene for decades. Now, there is a growing concern that inflation will increase significantly, hindering economic growth and risk-based asset prices. Historically, the economy and markets have a l... |
| 11.08.2021 | Paying for college: Tips and planning | For those heading back to a college campus for the fall semester, things might look a little different as classes shift to virtual learning or reduced in-person class sizes, but one thing remains the same: paying for college is expensive. F... |
| 05.08.2021 | Industry Trends: Registered funds regulatory and tax round-up – Spring 2021 | Each quarter the UMB Fund Services registered fund accounting, administration and tax teams consolidate the most impactful regulatory and tax developments in the fund industry. To guide your strategic and operational planning, our registere... |
| 05.08.2021 | Earnings explained: Second quarter 2021 earnings | Each quarter following UMB's earnings results, Ram Shankar, UMB chief financial officer, provides an overview of the earnings highlights. Included below is an audio recording of his remarks. Note: Some of the slide references correspond to ... |
| 03.08.2021 | UMB Financial : Denver Botanic Gardens and UMB Bank provide new ways for Colorado community to connect through the pandemic | Summer events at Denver Botanic Gardens are a tradition that has brought delight to evenings in the city for three decades. The Summer Concert Series, presented by UMB Bank, in particular draws the community together to connect with nature ... |
| 29.07.2021 | Finding Your Passion: A conversation with Kyle McMillian, senior vice president, commercial loan officer | We talk with Kyle McMillian, senior vice president and commercial loan officer about his unique career path, most significant accomplishments and his passion for giving back. Tell me more about what you do at UMB.
I am a senior vice preside... |
| 29.07.2021 | UMB Financial : How to help your kids understand investing | Teaching your kids about finances from a young age can help them build a healthy relationship with money and give them a head start on saving and establishing wealth. Time also plays a huge role in investing since the longer you invest, the... |
| 27.07.2021 | UMB Financial : Q&A with Brandon Bowenschulte, Vice President, Senior Portfolio Manager, Commercial Lending | We talk with Brandon Bowenschulte, vice president, senior portfolio manager, commercial lending about his passion for leadership within his community and how he is working to become more engaged in his hometown community.
How do you demonst... |
| 23.07.2021 | UMB Financial : What it Takes to Get (and Keep) a Mortgage | Buying a home can be a roller coaster ride with many ups and downs along the way, especially in today's hot housing market. From finding the home of your dreams to being outbid by another buyer, there are many potential emotions involved in... |
| 21.07.2021 | UMB Financial : Is This as Good as it Gets? (Economic Webinar) | As we enter the second half of 2021, our theme is 'is this as good as it gets?' which interestingly enough was the same theme in Q4 of 2017. Looking at similarities from 2017, consumer confidence was at a 15-year high and we are also at a h... |
| 21.07.2021 | Mergers & Acquisitions: Trends and Tips for Businesses | Despite an economic whirlwind year, mergers and acquisitions (M&As) are on the rise, and it's critical for businesses to understand best practices and key considerations for a successful transaction and transition. In fact, according to... |
| 06.07.2021 | UMB Financial : Ten Questions to Help Alternative Managers Evaluate Fund Accounting and Investor Reporting Technology | Recent technology advances mean today's alternative investment managers have access to a range of technologies that can significantly streamline alternative investment fund reporting and recordkeeping. While changing fund accounting and inv... |
| 01.07.2021 | UMB Financial : Three takeaways from the Employers Council on Flexible Compensation annual conference | UMB Bank has a long-standing history with the Employers Council on Flexible Compensation's (ECFC) board of directors. Phil Mason, executive vice president, director of healthcare services is on the board and acts as an advocate to enact cha... |
| 30.06.2021 | UMB Financial : announces new family office offering | UMB Family Wealth offers individualized financial solutions and comprehensive planning services to address the complex needs of our ultra-high-net-worth clients, including wealth transfer. Nikki Newton, president of Private Wealth Managemen... |
| 29.06.2021 | UMB Financial : Shannon Johnson shares how banking has become a more popular career choice for women over the years | Shannon Johnson, executive vice president and chief administrative officer, was featured in a recent 41 Action News story-alongside colleagues Uma Wilson and Abby Wendel-discussing how banking has become a more popular career choice for wom... |
| 29.06.2021 | UMB Financial : Understand your credit score | Understanding your credit score is a key part of your financial picture. Your credit score plays a major role in determining if you will be able to receive a loan or be approved for a credit card. Learn a few tricks to stay on top of your s... |
| 22.06.2021 | UMB Financial : Inflation – A love/hate relationship | Inflation has been absent from the economic scene for decades. Now, there is a growing concern that inflation will increase significantly, hindering economic growth and risk-based asset prices. Historically, the economy and markets have a l... |
| 17.06.2021 | UMB FINANCIAL CORPORATION
UMB Financial : Will recent monetary policy bring unintended inflationary consequences? | The United States confirmed the first case of Covid-19 in January of 2020. The following year would prove to be one of the most challenging periods in American history. The U.S. economy contracted by 31.4% in the second quarter of 2020 at t... |
| 16.06.2021 | UMB Financial : Financially adjusting to life as empty nesters | As parents, you've probably spent the last 18 or so years prioritizing spending money on your children, their activities and their needs. When they finally leave the nest, your entire financial picture can change. Now instead of paying for ... |
| 16.06.2021 | UMB FINANCIAL CORPORATION
UMB Financial : Financially adjusting to life as empty nesters | As parents, you've probably spent the last 18 or so years prioritizing spending money on your children, their activities and their needs. When they finally leave the nest, your entire financial picture can change. Now instead of paying for ... |
| 11.06.2021 | Leadership Q&A: Jim Rine Shares his Thoughts on the Past Year and Where UMB is Headed | UMB Bank president and CEO Jim Rine recently spoke with the Kansas City Business Journal to share how UMB continued to support clients and sustained growth despite 2020's unique challenges. Below, he provides more detail on UMB's growth, CO... |
| 10.06.2021 | UMB Financial : How migration to Arizona is impacting housing and businesses across the state | Arizona has become a prime relocation destination for people across the country-especially those coming from California. People are attracted to the geographic climate, better property taxes, as well as the overall better cost of living, es... |
| 09.06.2021 | UMB Bank + Wohlgemuth Farms: An inside look at an agribusiness relationship | Since our founding in 1913, UMB Bank has been a trusted partner to agribusiness customers through every season. As we face challenging times - in the world and in agribusiness - UMB Bank remains steadfast in our commitment to the ag industr... |
| 03.06.2021 | UMB FINANCIAL CORPORATION
UMB Financial : How to Approach Fundraising for the Year Ahead | During a time of so much uncertainty and competing priorities, nonprofits have struggled with how to fundraise effectively while maintaining their vital work. The good news is many nonprofits have learned to adapt, pivoting from traditional... |
| 18.05.2021 | UMB Financial : Why Private Equity Leaders Continue to Move to Outsourced Administration | As institutional investors continue to take interest in private equity, transparency and accountability are more important than ever-and they are driving fund managers to open their minds to the outsourcing proposition.
Investor interest in... |
| 18.05.2021 | UMB FINANCIAL CORPORATION
UMB Financial : Why Private Equity Leaders Continue to Move to Outsourced Administration | As institutional investors continue to take interest in private equity, transparency and accountability are more important than ever-and they are driving fund managers to open their minds to the outsourcing proposition.
Investor interest in... |
| 12.05.2021 | UMB FINANCIAL CORPORATION
UMB Financial : launches free financial education site | In honor of National Financial Capability Month in April, UMB is proud to announce a strategic partnership with EVERFI to offer financial educational programs through UMB's online Financial Education Center. EVERFI offers a digital learning... |
| 06.05.2021 | UMB FINANCIAL CORPORATION
Q&A: Technology acceleration in the Transfer Agency | Last year, literally days before the initial pandemic lockdowns, UMB welcomed Mike Huisman as senior vice president and director of transfer agency. In this Q&A, Mike looks back on his first year heading up the fund transfer agency team... |
| 05.05.2021 | Our 2020 Corporate Citizenship Report: A History of Integrity and Service | Learn how UMB is committed to being a good corporate citizen through prudent business practices, efficient and sustainable resource use, transparent governance, inclusion and diversity, and more.
We invite you to download our full Corporate... |
| 05.05.2021 | UMB FINANCIAL CORPORATION
UMB Financial : The Tax Man cometh, but he won't taketh away growth | One of President Biden's campaign promises, now a top priority, is to change the current tax policy in order to pay for additional stimulus and control the blooming budget deficit. Today, there are several policy changes on the table, and t... |
| 03.05.2021 | UMB FINANCIAL CORPORATION
UMB Financial : Give your home a facelift | You've probably watched countless hours of HGTV in the past year and are ready to try your hand a home renovation project. If you want to freshen up your space, read below for important considerations and next steps Set a budget
Before you ... |
