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Mercer Global Advisors Inc. v. Unified Investment Management, LLC et al
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May 19, 2025
Ex-Workers Want Mercer Global's Info Theft Suit Tossed
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.
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May 08, 2025
Financial Co. Says Ex-Reps Poached Clients For New Venture
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.