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Edelman Loses Mariner Trade Secret Suit
Key takeaways
- Teeter dismissed Edelman Financial Engines’ trade secrets lawsuit against Mariner, alleging the firm poached advisors and clients.
- District Court for the District of Kansas ruled that Edelman failed to establish that:
- The partial client lists taken by 10 former Edelman financial planners to Mariner Wealth Advisors qualified as trade secrets or were improperly acquired under the Defend Trade Secrets Act; and/or
Edelman Loses Mariner Trade Secret Suit Mariner wealth David H. Lenok Tue, June 9, 2026 at 11:12 PM GMT+7 2 min read You can find original article here Wealth Management. Subscribe to our free daily Wealth Management newsletters.
Federal judge Holly L. Teeter dismissed Edelman Financial Engines’ trade secrets lawsuit against Mariner, alleging the firm poached advisors and clients.
The U.S. District Court for the District of Kansas ruled that Edelman failed to establish that:
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