FinalytiQ

The irreverent evidence-based investment & retirement research firm working with advisers & providers| Founded by @Abrahamonmoney | Gave birth to @timeline_tech

[Dan Haylett @danhaylett]

@RobinJPowell @mark_hebner @IFAdotcom I sketched this for a disgruntled (now ex) client of a big DFM firm that had enough of their excuses…

[Georgios Bouzianis @G_Bouzianis]

Analysis from Jan 1990. The average intra - 5 yr. maximum drawdown across 349 monthly rolling 5-yr scenarios is -22%. Yet, in 88% of all 5-yr periods the return was positive with an average 5-yr cumulative return of 53%. Imagine doing this for 10-yr.!

[Melissa Canham @CanhamMelissa]

@Timeline_Tech @MindCharity #TimelineFestiveChallenge

[Dan Haylett @danhaylett]

SUNDAY RETIREMENT WISDOM

If your goal is to maximise your enjoyment of your money and your life (which it should be) then….

£100,000 has more value in your 50’s and 60’s than it does in your 70’s and 80’s.

So…

It’s in YOUR BEST INTEREST to shift at least some of that money from your 70’s and 80’s to your 50’s and 60’s

[Timeline @Timeline_Tech]

We're so proud of our three Timeliners who have been nominated for @InvestmentWeek's 2023 Women in Investment Awards ❤️

Congratulations to @Nicki_HJ, Kate, and Reva!

#womenininvestment #awards

[Timeline @Timeline_Tech]

We're excited to invite you to our launch webinar for the 2023 Timeline Charts! The webinar will be held next week on Thursday 27th April at 1:00pm. 📊

Book your place here 👉 https://t.co/aJjaS2vH5F

#timelinecharts #webinar #markets

[Timeline @Timeline_Tech]

Last chance to get your hands on early bird tickets for Adviser 3.0! 😮

Get your ticket here 👉 https://t.co/BqUQ0w0ttR

[Timeline @Timeline_Tech]

Adviser 3.0 has a star-studded lineup of keynote speakers, including Baroness Karren Brady CBE, @ThisIsSethsBlog, and industry experts from @Vanguard_Group, @FundmentHQ, @SecclTech, @rockwealthUK, and @TandemFinance. Get your Early Bird tickets now at: https://t.co/2q4WRNllyp

[Dan Haylett @danhaylett]

That’s another very senior figure in fund management distribution that is still working for a big active house that wants his entire wealth managed via an evidence based, low cost, index investment strategy. Even those that have sold it for years now don’t believe the hype!

[The Investing Show @investing_show]

Learn all about @paullewismoney's new book in our latest episode, where @RobinJPowell asks all the questions you want answers to! 📖

Watch the video here: https://t.co/JmiEjd6B01

Thanks to our sponsors @Timeline_Tech

[Matt Aitchison @matt_aitchison]

@AbrahamOnMoney Really interesting listen… is there an argument that all guaranteed income (state pension, FS pension, etc.) could be notionally classed as a bond allocation and included in the risk profile?

[Abraham Okusanya @AbrahamOnMoney]

Impressive!

[David Ferguson @david_ferguson]

For example, anyone thinking of trousering 2% on maybe 6% of assets is deploying a c50% price increase on platform fees.

[David Ferguson @david_ferguson]

Amidst the ongoing market drama, let’s not forget the bonanza for those wealth managers and platforms running shadow banking operations on client cash. One for you, two for me, etc.. #transparency #consumerduty

[Timeline @Timeline_Tech]

Our risk profiler has been upgraded to enable you to deliver an even better service to your clients. Here’s what is new… 🤩👉https://t.co/fzOYftplof

#riskprofile #financialadviser #technology

[Timeline @Timeline_Tech]

@AbrahamOnMoney will be talking at #VerveEvolution2022, have you got your tickets? He'll be discussing how to build great tech that supports advisers. The day will be filled with a range of expert speakers, you won't want to miss it! Book here 👉https://t.co/qHEjOreAOQ

[Carl Richards @behaviorgap]

Planning Business of my dreams:

1- A group membership model ($$/month)

2- Ability to schedule "Financial Answer Sessions" as needed ($$$/session)

3- A monthly group zoom for members. Topic of the month, Q&A.

4- Access to growing resources library

[Alan Smith @AlanJLSmith]

My company is a boutique business with 15 staff and under £500m in AUM.

Abrdn is a global institution with over 5,000 staff and £500bn in AUM.

And yet… 👇

[Abraham Okusanya @AbrahamOnMoney]

Advisers, broadly speaking, what proportion of your clients do you end up recommending an annuity for some/all of their retirement funds?

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