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LPL's Steinmeier: Why We Bought Atria and What's Next
News February 14, 2024 at 02:56 PM
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What You Need To Know
- LPL had been courting Atria for some time and finally found its opening last year when talks about a sale began, the executive says.
- The Atria deal gives LPL the chance to expand in the enterprise market, as well as other channels, he says.
- LPL has improved its integration technology recently and plans to further develop it to support transitioning advisors.
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