Banco Popular de Puerto Rico

The Infrastructure Investment and Jobs Act provides billions in grants for state and local governments. The challenge now is how quickly and effectively they can spend it amid an inflation–fueled rising–rate environment.

Investors in digital assets have been pummeled recently by the longest losing streak since 2011, but if they act promptly, they can cut their tax bills.

Florida, Texas and Arizona are the top destinations; the first two have no income tax, and the third is moving to a flat rate soon.

June 19: ETFs, industry experts say, are being boosted by adoption of new technology, product innovation and regulatory changes.

June 26: The menu of choices among mutual fund share classes is shrinking.

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.