The Adviser Talk

Nick Chats 25 Years


Listen Later

In celebration of Nick Stewart's 25-year milestone at Stewart Group, Ken Morrison sat down with him to delve into the significant changes observed over the years.

 

Among the topics covered were:


  1. The advent of online brokers and traders
  2. Impacts of the 1990s technology bubble
  3. Arrival of the iPhone
  4. The emergence of Bitcoins
  5. Integration of ESG principles in investment strategies
  6. Facebook's IPO
  7. Impact of politics & COVID on world markets

 

And if you haven't caught up on Nick's article, 'A Quarter Century of Financial Advice', here's the link to it: https://buff.ly/3RKV7eS





The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts

 

  • Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
  • The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz





Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

The Adviser TalkBy by Stewart Group


More shows like The Adviser Talk

View all
The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners