Zolidar Helps Advisors Guide Business Owner Clients Through the Succession Labyrinth

Published on November 14, 2025

Advisors love business-owning clients but often struggle with meeting their succession planning needs.

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Margin Debt Continued to Climb to New Heights in October

November 14, 2025
Margin debt continued to climb to new heights in October, reaching a new all-time high of $1.18 trillion. This represents a 5.1% rise from September and marks the sixth straight monthly increase.

Deals & Moves: OneDigital, Dakota Wealth Acquire RIAs

November 14, 2025
In addition, Arkadios gets another Commonwealth team, and RBC adds advisors who managed over $700 million in assets for Morgan Stanley.