Tue, Nov 12, 2019

Withdrawal Policy Statements

Drawing on the studies from Richard Thaler to discuss the transformation within retirement savings.
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Wed, Nov 6, 2019

Timeline Wins Second Place at Money20/20 Startup Academy

Timeline won second place in the Startup Academy competition at the Money20/20 conference held on October 17-30th in Las Vegas.
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Wed, Oct 30, 2019

Timeline Integrates with Morningstar ByAllAccounts for Investment Data Aggregation

The integration gives advisors the ability to import data directly from all investment institutions in the US. Read more here!
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Fri, Oct 25, 2019

Meet Timeline’s team at Money2020 USA 2019

Timeline goes to Money2020 in Las Vegas
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Tue, Oct 22, 2019

Timeline announces integration with SS&C's Black Diamond® Wealth Platform

We're excited to announce our integration with SS&C's Black Diamond® Wealth Platform. Read the full release here.
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Mon, Oct 14, 2019

We're delighted to announce the appointment of Michael Lightfoot as Chief Commercial Officer.

Michael Lightfoot joins Timeline as Chief Commercial Officer. Read the full release here.
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Wed, Oct 9, 2019

Meet the Team - Jake Usher

Welcome to our newest feature: Meet the Team
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Wed, Oct 9, 2019

We're hiring: Tech Solution Consultant

We're currently recruiting for a Tech Solution Consultant to join our team in Basildon, Essex.
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Mon, Oct 7, 2019

Retirement Income: Natural Yield AND Free Dividend Fallacy

One common approach to managing retirement income is to rely on natural yield from one's portfolio. The goal of a natural yield approach is to mitigate sequence risk by relying exclusively on dividend/coupon income from the portfolio and so avoid selling down in poor market conditions. 
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