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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Announcements
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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