Mariner CEO Personally Called Planner, Edelman Says in Poaching Suit

News January 28, 2025 at 04:19 PM
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What You Need To Know

  • Edelman filed an amended lawsuit against Mariner claiming the firm has continued its unlawful approach of "luring away" planners.
  • Mariner asked an Edelman planner for his non-solicitation agreement and advised him on how to defend against a breach lawsuit, according to the complaint.
  • The poaching by Mariner has caused the departure of at least 851 Edelman clients representing over $621 million in AUM, the suit contends.
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