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Melissa Canham

Melissa Canham

Marketing Manager | Timeline Empowering financial advisers to transform client experiences. At Timeline, we're redefining financial planning with seamless integration and unified advice-tech, driving confidence for millions of people.
FOR FINANCIAL ADVISERS ONLY

ADVISER
RESOURCES.

A huge library of articles, webinar recaps, podcasts, guides and research to educate and inspire today's financial planners.

Articles & Blogs, Research & Guides, Featured
8 min read

Rotation at the top: Magnificent 7 to AI Big 10
By Luke Stocker 24 Aug 2026
For Financial Advisers Only

For the past few years, it has been hard to talk about US markets without talking about the much-loved nickname, the ‘Magnificent Seven’. The term refers to seven of the largest and most influential.

ALl blogs & ARTICLES:

    Clear filters
    Articles & Blogs, Product Updates
    4 min read

    Ask Pennee to compare it: Analytics, now in the conversation

    By Melissa Canham 07 Sep 2026
    Articles & Blogs, Product Updates
    2 min read

    Import client data from almost any spreadsheet with Pennee

    By Melissa Canham 10 Aug 2026
    Articles & Blogs
    4 min read

    From admin burden to seamless service: How Rory Albon transformed his LOA process with Timeline

    By Melissa Canham 23 Jun 2026
    Webinars & Events, Videos
    3 min read

    ​​Timeline Charts 2026: Now Available

    By Melissa Canham 12 Mar 2026
    Product Updates
    3 min read

    A more flexible approach to portfolio analytics

    By Melissa Canham 16 Feb 2026
    Articles & Blogs, People
    3 min read

    New Joiners Powering Advisers’ Success at Timeline

    By Melissa Canham 11 Nov 2025
    Articles & Blogs
    4 min read

    The Good That Financial Planners Do: A Series That Shows What Really Matters

    By Melissa Canham 06 Nov 2025
    Product Updates
    4 min read

    October Product Update: More Control, More Connection

    By Melissa Canham 31 Oct 2025
    Articles & Blogs
    3 min read

    Cost of Living Anxiety: Why Retirement Plans Need a Reality Check

    By Melissa Canham 09 Oct 2025
    Articles & Blogs
    3 min read

    The 32% You Might Be Missing: Turning Risk-Avoidant Clients Into Your Strongest Advocates

    By Melissa Canham 02 Oct 2025
    Product Updates
    2 min read

    Modular Reporting in Action

    By Melissa Canham 01 Oct 2025
    Articles & Blogs
    2 min read

    Turning Financial Regrets into Teachable Moments: A Growth Opportunity for Advisory Practices

    By Melissa Canham 25 Sep 2025
    1 2

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    Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, London, EC3V 0HR.

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