£4,500 raised for The Grand Appeal! ❤️ What a fantastic evening at our second Charity Quiz Night in Bristol! A huge thank you to everyone who joined us for an evening of friendly competition, plenty of laughs and, most importantly, fundraising for an incredible cause. Together, we raised an amazing £4,500 for The Grand Appeal, helping support Bristol Children's Hospital and the children and families who need it most. A special thank you to our brilliant sponsors Parmenion, W1M, Puma Investments, Gunner & Co, Transact and Octopus Investments for helping make the evening possible. And of course, congratulations to our quiz winners! 🏆 See you next year?

🚀 Introducing Growth Series 2027! Better communication. Stronger client relationships. Smarter ways of working. This January and February, we're hitting the road with Growth Series 2027, brought to you by Timeline in partnership with Melo. Six UK locations. One practical morning. Three priorities for your next 90 days. Join Abraham Okusanya for practical scripts and stories to help clients navigate uncertainty, and behavioural science expert Richard Shotton to explore the psychology behind client decisions. Plus, Victoria Hicks and Gaynor Rigby from Melo will share insights on building profitability and long-term business value, alongside Timeline sessions on smarter technology and the latest investment research. Expect fresh thinking, hands-on sessions and practical ideas you can put to work straight away. 📅 January – February 2027 🎟️ Free to attend, with breakfast, lunch and networking included. Find your nearest event and secure your free place - 🔗 eu1.hubs.ly/H0zdmX30 #TheGrowthSeries #FinancialAdvisers #FinancialPlanning #Timeline

Do investment factors work in emerging markets? Our latest research explores value, profitability and momentum, and the gap between academic evidence and real-world investing. Read the blog and download the research: eu1.hubs.ly/H0z7SDq0

Same price. Smaller chocolate bar. Fewer hotel perks. What could this mean for your clients’ lifestyle costs? Explore Beyond CPI by Reva Bala: eu1.hubs.ly/H0yVH6X0

Fine wine, classic cars, art and luxury watches: enjoyable to own, but are they investments? Reva Bala and Xiaolu Huang explore the costs, liquidity and risks behind passion assets. Read the research: eu1.hubs.ly/H0yHMYx0

More flexibility for your clients. More control for your team. We’ve introduced two new updates to Timeline Platform, designed to give advice firms more flexibility in how they work: → Role-based Platform permissions so you can match access to each team member’s responsibilities. → Household settings so you can tailor what individual clients can see, from their own accounts and documents to the wider household view. Both updates are live now. Take a closer look at what’s new 👇 eu1.hubs.ly/H0yB7PN0

We’ve been busy filming some exciting new content, and we can’t wait to share what we’ve been working on. For now, here’s a glimpse behind the scenes. 👀

Your Analytics charts, now in Pennee. With Pennee Analytics, financial advisers can ask Pennee for a portfolio comparison and get the Timeline Analytics chart back in the conversation. Same chart. Same data. Just faster to reach. See how it works and what’s new: eu1.hubs.ly/H0y7qZz0

Does how an index is weighted matter for long-term investors? Our latest research looks at market-capitalisation vs equal weighting, exploring how the two approaches differ across diversification, volatility, rebalancing, liquidity and long-term performance. And importantly, what those trade-offs can mean for passive investors. Read the full research: eu1.hubs.ly/H0y55Bh0

Market leadership is changing again. After years of Magnificent Seven dominance, a broader group of companies is starting to reshape the market narrative. What does that mean for portfolios? Our latest blog, Rotation at the Top, takes a closer look. Read more: eu1.hubs.ly/H0xMQns0