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Timeline Blog

News and updates for Financial Advisers on Timeline's Planning and Portfolios as well as our research an updates on financial markets.

Don't underestimate the emotional benefits of financial advice

Having a good financial adviser you can trust is hugely valuable, however there are common...

Show your clients the value of their ESG investments

As COP27 approaches its climax and after a summer of record temperatures, interest in ESG investing...

How can you limit the damage caused by inflation

One word has dominated the economic headlines in 2022 — inflation. Around the world, prices have...

Handing power (ehrr… money) back to the investors

We recently unveiled a massive reduction in OCF for our portfolios.  The OCF reduction of between 6...

Is your fund manager a drifter?

As an investor, an important question to ask yourself is, “Do you know what your money is invested...

Chasing alpha produces gamma returns

We live in a world where a lot of things are judged on relative performance.

We’ve upgraded our Risk Profiler!

Our risk profiler has been upgraded to enable you to deliver an even better service to your...

AJ Bell adds Timeline’s models to Investcentre

Timeline Portfolios (formerly Betafolio) has been added to AJ Bell Investcentre’s model...

Simple arithmetic that explains the superiority of indexing

As debates go, this one’s always hot, hot, hot: comparing the investment philosophies of active...

It’s time for Timeline! Timeline becomes the single brand for Betafolio & Timeline

In order to underpin our ambitious plans for the future, we’ve decided to unify Betafolio and...

From London to Sydney, active funds are struggling

Recent research by AJ Bell shows how just 30% of UK fund managers outperformed their benchmark in...

Ten things to focus on after the market downturn

In fact there are times when our discipline as investors can be sorely tested. The last few months,...