Timeline integrates with Intelliflo Intelligent Office fintech

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


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.


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”.


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...

FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details: