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3 months ago
remindermedia
2021 Financial Advisors’ Guide to Client Gifts Under $100
A dollar isn’t worth what it used to be, but try telling that to the Financial Industry Regulatory Authority (FINRA). It’s been nearly 30 years since the FINRA gift rule last adjusted the client gift allowance from $50 to $100. For a financial advisor restricted to such a piddly amount, finding a gift that shows... Read more »
