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:
- The advent of online brokers and traders
- Impacts of the 1990s technology bubble
- Arrival of the iPhone
- The emergence of Bitcoins
- Integration of ESG principles in investment strategies
- Facebook's IPO
- 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
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