May 19, 2025
Two former employees and their new company have asked a Georgia federal court to dismiss wealth management firm Mercer Global Advisors' lawsuit accusing them of stealing confidential information to unlawfully solicit clients and transfer $90 million to their new business.
May 08, 2025
A wealth management firm has filed suit in Georgia federal court against two former employees who allegedly stole its confidential information, including client lists, to unlawfully solicit clients to transfer roughly $90 million in assets to their new business.