Five reasons MIQ Private Wealth moved to managed portfolios
When MIQ Private Wealth in Brisbane decided to become self-licensed at the end of 2017, managed portfolios were also ear-marked as part of the new business model as an efficient way to deliver its strategic financial planning service. During the license journey, MIQ met with every platform and managed portfolio provider in the market and by August 2018, it had chosen a provider and become self-licensed.
According to MIQ Private Wealth Partner and Financial Planner, Anne Clare, managed portfolios were seen as an effective way to deliver the value MIQ Private Wealth wanted to provide to its clients. Here are five reasons managed portfolios made sense for their business.
Read the full HUB24 Whitepaper now: “How managed portfolios transformed our business“.
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