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Jason Mutarelli, CFA, is senior vice president of Valuation Research Corporation (VRC) and specializes in business valuations, valuations of intellectual property, and solvency and fairness opinions. He can be reached at jmutarelli@valuationresearch.com or 609-243-7012.

The firm has argued that a demand for emails and other records by the agency earlier this year was unduly burdensome.

The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.

Mark Mishler, MBA, CPA, CMA, is an instructor at Kaplan Financial Education, powered by Loscalzo Institute.

At 84 basis points, the average expense ratio is over 40 basis points pricier than what investors paid on average last year.

President and Founder, MMS Analytics

Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.

To attract clients, digital-first advice firms are borrowing tactics from incumbents and putting a spin on traditional industry offerings.