Mercer Claims Ex-Employee Took Client Info To New Role

Published on July 8, 2026

The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.

Continue reading on website
Other news

Minutes of the Federal Open Market Committee, June 16-17, 2026

July 8, 2026
Minutes of the Federal Open Market Committee, June 16-17, 2026

Leveraged Stock ETFs Are as Stable as a Row of Dominoes

July 8, 2026
Follow the money.