Timeline integrates with Intelliflo Intelligent Office fintech

Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.

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Finalytiq’s Timeline completes seed-funding round

A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.

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Chartered Planner's new book explores ‘pop your clogs’ time

Chartered Financial Planner Abraham Okusanya has written a new book tackling the “unavoidable question of how long before you pop your clogs”.

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Top US Financial Planner in UK to debate planning's digital future

A prominent American Financial Planner is in England this week to discuss the future of Financial Planning in the digital age. Read more...

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