Skip to Content
Advisor Insights

Sheryl Rowling's Practice Wise: The Smart Way to Use Model Portfolios

Consider these points when building a set of model portfolios.

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud.

Advisors tend to resist whenever they hear a recommendation for standardization. Yet, standardizing some aspects of their practices can improve their client experience. One such area is the use of model portfolios.