wealthschema/planning-benchmark

WealthSchema Planning Benchmark · now part of FiduciaryBench New (2026-09): the fiduciarybench config carries the public split of FiduciaryBench's conduct suites — Reg BI suitability, RMD mechanics, and wash-sale mechanics — where every answer key is computed by code or derived from a quoted primary-source passage (SEC, FINRA, IRS/Treasury, U.S. Code) that exact-matches a locally held, versioned corpus. Per-item provenance pages, methodology, and the standing challenge policy:… See the full description on the dataset page: https://huggingface.co/datasets/wealthschema/planning-benchmark.