Rules could shake up the QROPS transfer market

Automation will play an increasing role in tackling cognitive biases

'There are firms that are trying to buck the trend'

Consumer Duty may lead to tensions between advisers and providers

'Good opportunities are opening up for long-term investors in this sector'

Most directors who are diligent about their role remain compliant

'The path ahead is never clear, so taking advice is essential'

'Advisers need to support their business owner clients'

Cultural alignment affords deeper business relationships

Striking a balance between health, wealth and personality