Everything you thought about risk is WRONG
Bonds, which are universally considered safer assets, fell more than equities. A global bond...
Abraham Okusanya
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.
Happy Holidays: A Year in Review
As 2022 draws to a close, I look back on the year in awe and wonder, thanks to:
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...
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...
7 reasons to use a TAMP
The use of TAMPs is widespread in the US. But google ‘Tamps in the UK’ and the first result you’ll...
Timeline raises £6m ($8m) Series A funding to revolutionise financial adviser technology
Founded in 2018 by Abraham Okusanya, Timeline has developed an end-to-end financial planning...
Providers: Feel free to continue shovelling sh** through adviser’s letterboxes
Why aren’t advisers getting the tech revolution everyone else is enjoying?
Take a look at our new Plan Comparison & Tax Breakdown tools!
We’ve listened to your feedback and we’ve deployed two exciting new features to help financial...
Don’t complain. Compete.
If complaining could change the world, we would be living in a utopia. However, in this world,...
The undeniable truth about DFM costs
Ok, you’ve outsourced the investment part of the advice process, getting rid of all that research,...