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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 ...