MutualFundWire.com: Nally Offers Strategists and Asset Managers a Deeper Way to Connect With TD-Aligned RIAs

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Thursday, February 2, 2017

Nally Offers Strategists and Asset Managers a Deeper Way to Connect With TD-Aligned RIAs

Tom Nally and his team are building a new supermarket through which TD Ameritrade Institutional's 5,000-plus affiliated RIAs will connect with your models.

Danielle Delgado-Fava
TD Ameritrade Institutional
Director of Institutional Product Strategy & Development

This morning on the main stage at the 2017 TD Ameritrade LINC RIA conference at the Manchester Grand Hyatt in San Diego, TD's Danielle Delgado-Fava and Justin Di Filippo confirmed that the RIA custodian is planning to launch the TD Ameritrade Institutional Model Market Center. The model center will tie in with rebalancing software system iRebal.

A spokesman for TD declined to comment on the timeframe for launching the new platform or on which third-party strategists and asset managers will be included.

TD has made iRebal available to its RIA allies, at no charge, since 2013. Delgado-Fava, director of institutional product strategy at TD Ameritrade Institutional, tells attendees that more than 10,000 people from 2,500 TD-affiliated RIAs have used iRebal in the last four years. Advisors can already run their own models within iRebal, and soon, Delgado-Fava says, they will be able to "pick from a wide variety of proven models" from a "growing network of managers." Then the RIA can fold those outside managers' models "directly into the existing rebalancing process."

TD Ameritrade Institutional president Nally put the planned model portfolio platform in the context of broader industry shifts. Today, Nally and his team also unveiled Veo One, their new brokerage and custody platform integrating advisors' technology tools in a single portal, and Veo One Analytics, a planned suite of diagnostic and benchmarking tools that draws on the data of fresh TD acquisition FA Insight.

"The automation of money management can be good news for RIAs if they use technology to deliver a great digital experience, increase efficiency and build stronger client relationships," Nally states. "We want to help RIAs elevate their technology game and spend more time delivering the kind of services and personal relationships you won't find in a machine."

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