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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
May 04, 2005 at 08:00 PM
A broker-dealer subsidiary of UMB Financial Corp. has started offering mutual funds to consumers who use UMB’s health savings accounts.[@@]
UMB, Kansas City, Mo., markets HSA custody services through the health insurers that sell HSA-compatible high-deductible health insurance.
One major health insurer partner, Assurant Health, a unit of Assurant Inc., New York, already has announced plans to make the UMB mutual fund program available to its HSA customers, UMB says.
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