Fiduciary Voices Roundtable in Kansas City at Keen Wealth with Blue Chip Partners and Bogart Wealth4/15/2024
The private dinner and half-day formal roundtable provided a platform for these thought leaders to exchange ideas, share best practices, and reflect on the evolving landscape of fiduciary responsibilities. The conversation delved into the core principles of acting in clients' best interests, emphasizing the ethical and legal obligations that guide fiduciary actions.
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