9 Koda Advisers in Australia’s 2020 Top 100
26 Jun 2020
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.
The list included nine Koda Adviser Partners–which is over 30% of the Koda adviser team and 9% of the overall rankings.
You can see the full story and rankings here, and you can see adviser profiles and other related articles at theaustralian.com.au. As part of the overall rankings publication, a profile of Koda Adviser Partner Frank Macindoe is also available here (and as a PDF here).
Latest news
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...
Koda Capital Welcomes Emigrant Partners as a Minority Strategic Investor
12 May 2022
Koda Capital welcomes Emigrant Partners as a minority strategic investor to support the next phase of growth, commitment to partner ownership and independent advice model Koda Capital (“Koda”), a leading independent financial advice firm for high-net-worth clients today announced that Emigrant Partners, the US-based capital and advice partner, will become a strategic minority investor in...
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.