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Press Release Details

TD Ameritrade Institutional Model Market Center Receives a Wealth Management Industry Award for Model Marketplaces

September 25, 2018

Wealth Management magazine, a leading news publication covering the financial advisor industry, has bestowed a 2018 Wealth Management Industry Award on TD Ameritrade’s Model Market CenterTM, available through TD Ameritrade Institutional, citing “outstanding achievement in model marketplaces” in among third-party asset management platform (TAMP) providers.

TD Ameritrade Institutional launched Model Market Center in November 2017 as one of the industry’s first digital “supermarkets,” where independent RIAs could tap the brain power of third-party model providers from their desktops and then, with a few clicks, apply those models to client portfolios without the constraints and complexity that can come with traditional outsourcing solutions.

Advisors can through Model Market Center access a broad menu of third-party investment models in one, central location. If the advisor decides a model is right for their client’s needs, they can choose to implement the model as-is or customize models reflecting their own investment approach, all while still retaining full fiduciary responsibility over client accounts.

Since the launch, nearly 2,200 advisors have signed up to use the platform, gaining access to 122 models from 14 third-party model providers, including Goldman Sachs Asset Management, Russell Investments, State Street Global Advisors, Wilshire Associates and WisdomTree Investments, among others.

TD Ameritrade Institutional intends to add new providers, more models and expanded capabilities to Model Market Center over time. 

“Fewer advisors still talk about ‘beating the market’ as investment management becomes increasingly commoditized,” said Danielle Fava, director of product strategy and development at TD Ameritrade Institutional. “Instead of building models from scratch or paying fees to a TAMP, advisors can research third-party models listed on Model Market Center -- and spend more time with clients.”

The Wealth Management Industry Awards honor outstanding achievements by companies and organizations that support financial advisors.

Model Market Center offers a more modern approach to portfolio construction and investment management. Previously, advisors who did not want to construct their portfolio models could delegate construction and investment management to a third-party asset manager, often at a high cost and with loss of control.

Model Market Center, accessible at no additional cost for accounts held with TD Ameritrade Institutional, lets advisors subscribe to models from model providers. Strategies can then be applied to client portfolios through iRebal® on Veo®, the award-winning portfolio management and rebalancing software available on the TD Ameritrade Institutional platform.

Advisors can search for models using characteristics such as risk category, asset class, security type, and previous performance. Earlier this year, for example, Model Market Center commenced listing of models that the third-party model providers have categorized as featuring Environmental, Social and Governance (ESG) criteria, providing a new way for RIAs to meet the needs of clients who seek socially responsible investments.

Research materials from the third-party model providers are available within Model Market Center to assist with an advisor’s due diligence. Model Market Center also displays the model’s weighted net expense ratio and trading costs, offering transparency in total cost of ownership.

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Material made available through the Model Market Center is provided by third-party Model Managers who are separate from and unaffiliated with TD Ameritrade. TD Ameritrade has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. TD Ameritrade assumes no responsibility for any fact, recommendation, opinion, or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it.

Any mention of specific managers and/or models should not be considered an endorsement or recommendation by TD Ameritrade. Users of Model Marker Center are responsible for all upfront and ongoing manager and model due diligence.

TD Ameritrade receives remuneration from ETFs and mutual funds and/or their managers that participate in the MMC for administrative and/or other services.  

Model Market Center is an offering of TD Ameritrade, Inc. Registered Investment Advisor (RIA) that leverages iRebal® on Veo® technology to provide independent RIAs access to model portfolios provided by third-party asset managers. iRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. TD Ameritrade Institutional is a division of TD Ameritrade Inc.

Third parties mentioned above are separate from and not affiliated with TD Ameritrade, which is not responsible for their services or policies.

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