Retirement Income Specialists Andrew Costa and Grant Conness Compare the Fiduciary and Suitability

Andew Costa and Grant Conness, of Global Wealth Management, a retirement income planning company, take a look at what it really means to be held to a fiduciary standard, versus a suitability standard, and which standard is truly best for the client.
 
 
www.GlobalWMa.com
www.GlobalWMa.com
WINTER PARK, Fla. - April 10, 2013 - PRLog -- Andrew Costa and Grant Conness, income planning specialists and Managing Directors of Global Wealth Management, recently published a post on their website (www.globalwma.com) discussing the often misunderstood issue of whether to enlist the services of a Broker/Dealer or an Adviser, depending on whether they adhere to the Suitability Standard or the Fiduciary Standard. The blog post, titled “When Receiving Retirement Advice, Consider the Source: Fiduciary v. Suitability,” explains the difference between the two standards, and states what retirees need to know to make an informed decision.

Costa and Conness write, “What the investing public doesn’t know is that an advisor is either held to a fiduciary standard or a suitability standard, and which standard he or she adheres to makes all the difference in what products they recommend.”

Global Wealth Management specializes in retirement income planning. They provide wealth accumulation and protection strategies that are appropriate for the needs of their clients with personalized service.

The entire article can be found at http://www.globalwma.com/blog/when-receiving-retirement-advice-consider-the-source-fiduciary-v-suitability.php

Learn more about Global Wealth Management at www.GlobalWMa.com

About Grant Conness and Andrew Costa:

Andrew Costa is a Financial Author and Co-Founder of Global Wealth Management who has worked extensively in the field of financial management. He is also the co-host of the financial radio show “The Road to Retirement Income” with Grant Conness on 610 WIOD and Iheartradio.com. Grant Conness is an investment advisor representative, financial author, South Florida native, co-host of “The Road to Retirement Income,” accredited instructor with the Florida Bar on 1031 Exchanges, and Co-Founder of Global Wealth Management with Andrew Costa. Together, Costa and Conness adhere to the highest level of integrity, trust, and service in retirement and estate planning for the South Florida community.
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