U.S. accuses China AI firms of industrial-scale model extraction

Listen to the article 4 min This audio is auto-generated. Please let us know if you have feedback. The Trial Balance is CFO.com’s weekly preview of stories, stats and events to help you prepare. Part 1: What’s going on at the Internal Revenue Service? The Internal Revenue Service has rarely attracted as much attention as…

Edelman Financial Engines, the registered investment advisor and 401(k) managed account provider, has hired a retirement plan advisor lead with recruiting and M&A experience, most recently at OneDigital, as well as experience in financial wellness and planning for retirement plan participants. Christian Mango will join Edelman as senior vice president and retirement advisory practice lead…

Last year’s July 4 tax legislation didn’t eliminate the case for Roth IRA conversions, but it changed planning equations for advisors weighing whether clients should pay taxes now in exchange for tax-free growth later.  Processing Content By permanently extending the 2017 tax rates and expanding some deductions, the One Big Beautiful Bill Act created new…

The lawsuit alleges the health care giant bypassed regulatory standards and masked error rates to speed up its tech rollout.

Despite more women becoming financial advisors, they’re still much less likely than their male counterparts to reach the upper echelons of the industry’s compensation. Processing Content Out of more than 300 advisors participating in the Financial Planning Compensation Survey, nearly half of the men, 49%, reported earning $300,000 or more in total pay last year…