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FINRA to Raise $100 Gift Limit
Published on May 15, 2025
The regulator also plans to codify looser rules on personal gifts.
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Other news
LPL Launches Alternatives Learning Hub
May 14, 2025
The platform includes content and access to continuing education credits in partnership with the CAIA Association.
Three Popular AI-Notetakers Now Integrated with AdvisorEngine
May 15, 2025
The wealth management platform provider has built integrations with Jump, Zeplyn and Zocks.