Find out more about our cookies. Close

FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

Click here for more details. Close

Episode 8: Why Sequence Risk Is Overstated

Episode 8: Why Sequence Risk Is Overstated

Sunday, October 18, 2015
View in iTunes
Advisors who have 'de-risked' ageing clients' portfolios by reducing the asset allocation to equities have been costing their clients money!
 
That's the surprise finding from research by Paul Resnik into sequence risk. The data told him that, over the past 40 years, people would have had more money available to them in retirement if they had maintained equity exposures of up to 80% of the portfolio. 
 
Paul says the industry is overstating sequence risk to clients, when they should be more focused on achieving a sustainable level of spending and appropriate draw-down amount.