Everything you thought about risk is WRONG
Bonds, which are universally considered safer assets, fell more than equities. A global bond...
Abraham Okusanya, MSc, Chartered MCSI, Founder/CEO After a stint at RBS, Abraham ran a consultancy that served financial firms including Aviva, AJ Bell, and Transact. He came to the conclusion that the way the industry does retirement planning and portfolio management sucked so he created Timeline to help change that. He authored Beyond The 4% Rule, has written several industry papers and delivered talks to the FCA, ABI, PFS and financial professionals at conferences around the world.
Bonds, which are universally considered safer assets, fell more than equities. A global bond...
As 2022 draws to a close, I look back on the year in awe and wonder, thanks to:
We recently unveiled a massive reduction in OCF for our portfolios. The OCF reduction of between 6...
In order to underpin our ambitious plans for the future, we’ve decided to unify Betafolio and...
The use of TAMPs is widespread in the US. But google ‘Tamps in the UK’ and the first result you’ll...
Why aren’t advisers getting the tech revolution everyone else is enjoying?
Ok, you’ve outsourced the investment part of the advice process, getting rid of all that research,...