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June 30, 2015

FAs Who Wouldn’t Touch an Alt With a Long Pole
And they’re surprised that any but the richest clients would.
Does Social Media Mean No More Cold-Calling?
Peer-to-peer portals are replacing old-fashioned ways of building new books.
Custodian Payments: Legal Doesn’t Mean Right
Schwab and Fidelity pay RIAs to sell their no-transaction-fee mutual funds.
A Few Years’ Hard Work Can Pay Off for Rookies
Conviction and self-awareness can lead to success down the road.
What’s Your Call on This Phase of the Greek Crisis?

Greece closed its banks on Monday amid continued talk the country’s inability to pay its debts might drive it from the eurozone. So what’s your take on the crisis?