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Former Luke’s Lobster CFO’s Move From Surf to Turf

Photo via Steve Song

Steve Song brings cash flow lessons from the seafood business to Rackson Restaurants, where remodels and AI are now on the menu.

3 min read
Advisor Upside

Investors Take a CLOser Look at CLO ETFs

Photo by Andre Taissin via Unsplash

ETFs tied to collateralized loan obligations took in a record $3.3 billion in September, bringing yearly flows up to $18 billion.

2 min read
Electric Vehicles

Ahead of GM Earnings, Disciplined Pricing and New Business Lines Come into Focus

Photo via Jimin Kim/ZUMAPRESS/Newscom

CEO Mary Barra reiterated last week that GM is on schedule to release “eyes-off, hands-off” self-driving technology by 2028.

2 min read
Technology

Where Is the Love? Bumble’s Take-Private Deal Heralds Dating Apps’ Decline

Photo via Billy Tompkins/ZUMAPRESS/Newscom

Bumble’s sevenue has been in decline since 2024, and the company was on track to end its fifth consecutive year operating at a net loss.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

M&A Isn’t Just for Older RIA Founders

Photo by HudHudPro via iStock

2 min read
What the Nvidia Debacle Means for ETFs

Photo via Yoshio Tsunoda/AFLO/Newscom

2 min read
How to Separate Annuity Fact From Fiction

Photo by Vitaly Gariev via Unsplash

2 min read

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