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Blogs by Greg O'Gara

June 4, 2018

TD Ameritrade launched a third tier in its client advice offering, giving investors access to a large array of model portfolios, advisors, and portfolio consultants to help construct investments that meet their goals. The new offering is called Personalized Portfolios and will give clients immediate access to a portfolio consultant who can construct highly tailored individual investments from more than 160 model portfolios. It appears that advisors can also substitute underlying investments or add individual securities to the portfolios to meet highly tailored client needs.

Greg O’Gara is a senior research analyst for Aite Group's Wealth Management practice, focused on retail clearing, operations, financial advisor technology, and other topics across the wealth management industry. He has done extensive research on managed accounts, financial services competitive positioning, the U.S. regulatory environment, and investor behavior—recommending tactical and strategic responses for clients.