Morningstar Provides Asset Allocation to Ameritas

“All the advisor has to do is take his or her client through 7 simple questions to determine his or her appropriate asset allocation model,” says Pat Scharfen, project leader of the program for Ameritas.

The model will be introduced in November, she says.

“By December 1, we plan to have consolidated model performance available on our web sites. Then both the client and the representative or advisor will be able to easily view and track performance by model so there’s no need to compile and aggregate allocation percentages or loss-gain themselves,” Scharfen adds.