Mar 11, 2026
Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'
Gerber Kawasaki has $10-billion-by-2031 objective built largely on mass affluent investors who will be funneled to Jason Wenk's startup -- and software -- while dialing back LPL Financial, though not to point of re-papering.