Today US financial investment publication Barron’s, in partnership with The Australian’s business magazine The Deal, released their rankings of Australia’s Top 100 Financial Advisers.
The rankings are based on an exhaustive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The formula used to calculate the ranking is rooted in three general categories: client assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business.
This was the third consecutive year Koda was included in the rankings, and the 2021 list included eight Koda Adviser Partners. Koda was recognised as one of the few firms that has built “a real presence” on the list.
Koda Capital is pleased to announce that our Reflect Reconciliation Action Plan (RAP) has received formal endorsement by Reconciliation Australia. Appreciation of our clients, our colleagues, and the communities we serve is a core part of our culture and we are proud to have worked together to present this RAP. Koda’s business is built on...
Any regulatory overhaul of the battered financial advice industry must focus on reducing red tape and getting the implementation right, or policymakers risk repeating mistakes of the past. That’s the view of financial advice firm Koda Capital, which supports some aspects of proposed reforms in the Quality of Advice Review, but wants a more focused...
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