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.
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...
Koda Capital (Koda), a leading independent financial advice firm for high-net-worth clients and not-for-profits today announced that it is merging with Redwood Wealth Alliance (Redwood) in Perth, Western Australia. Koda has successfully grown to be the leading independent wealth management business in Australia with 46 Partners, including 38 advisers managing in excess of $10bn of...
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