Opalesque Industry Update - Amid economic volatility and uncertainty, advisors are making noticeable adjustments to their portfolio strategies-particularly in their use of alternative investments ...

Section 899 would dramatically increase U.S. tax rates on foreign investors from "discriminatory foreign countries" (DFCs). A country becomes a DFC if it imposes "unfair foreign taxes," including ...

Survey responses revealed double-digit year-over-year growth in the share of advisors utilizing alternative assets, ranging from publicly traded REITs to private debt and precious metals. These shifts ...