Allianz plans to use the robo advisor Moneyfarm to offer some of its actively managed funds directly to retail investors, without them having to go through a bank or a broker.

Ping An Insurance will start to offer products tracking shorter-dated government bonds and is also considering cross-market funds.

The optimal place for taking moonshots?

'Bonds are reward-free risk, not risk-free reward' and best avoided altogether for younger clients, some advisors say.

On June 21, the Financial Action Task Force will publish a note to clarify how participating nations should oversee virtual assets.

Despite recent headlines, options strategies can conservatively protect portfolios and enhance income for clients.

Women- and minority-owned companies manage more than a third of the Knight Foundation's endowment. It’s paying off.

Why invest in China? The answer is growth.