LPL's Steinmeier: Why We Bought Atria and What's Next

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.