Guardian’s head of client solutions highlights the importance of ‘holistic planning’
Nancy DeRusso, head of client solutions at Guardian, sits down with InvestmentNews anchor Gregg Greenberg to highlight the importance of “holistic planning,” as well as how advisors should navigate the intersection of business and personal finances.
Nancy DeRusso, head of client solutions at Guardian, sits down with InvestmentNews anchor Gregg Greenberg to highlight the importance of “holistic planning,” as well as how advisors should navigate the intersection of business and personal finances.
