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.
Paul Heath, chief executive of independent wealth management firm Koda Capital, admits to “a little bit of eyeball rolling” when NSW Premier Gladys Berejiklian put four local government areas into lockdown on Friday. Koda’s Sydney office is in the same building as a Fitness First gym, which was designated a hotspot a week earlier, so all 45...
Today the Australian Financial Review, in partnership with leading Australian innovation consultancy Inventium, published the best places to work across Australia and New Zealand. The assessment behind the rankings was made up of an employee survey and a written submission, with questions relating to policies, practices and programs that exist within each nominated organisation to...
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