9 Koda Advisers in Australia’s 2022 Top 100
23 Sep 2022
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 fourth consecutive year Koda was included in the rankings, and the 2022 list included nine Koda Adviser Partners.
You can see the full story and rankings on The Australian’s site.
Latest news
‘Don’t leave gaps in the defence’ amidst simmering market uncertainty: Panel
21 Aug 2024
There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff. Their advice: stay nimble, stay unconstrained, and look out for “the unbelievable opportunity to invest in a dislocation”. The recent sharp, sudden fall in markets in August has been interpreted by some...
Koda Capital: ACF’s new investment advisors
20 Aug 2024
Australian Communities Foundation (ACF) is pleased to announce the appointment of Koda Capital as the new investment manager for our 100 per cent responsibly invested portfolio. As Australia’s largest independent wealth management firm, Koda manages over $12 billion of client assets, including $3 billion for non-profit and philanthropic clients. The announcement comes after a rigorous...
Subscribe to Koda insights
*Please note that the majority of research Koda produces and distributes is client-access only. Subscribing to the insights distribution list will only give you access to publicly available Koda reports.