Mariner CEO Personally Called Planner, Edelman Says in Poaching Suit

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.