fabeetle Overview

Over the next 10 years, 76 million baby boomers will be retiring. Of that number, the so-called mass affluent (those with between $500, 000 and $2.5 million) will unleash $20 trillion for retirement. Additionally, the next several decades will bring forth a transition of $41 trillion in intergenerational assets transfers. Many of these individuals are in need of or will be in need of a financial...More»

Over the next 10 years, 76 million baby boomers will be retiring. Of that number, the so-called mass affluent (those with between $500, 000 and $2.5 million) will unleash $20 trillion for retirement. Additionally, the next several decades will bring forth a transition of $41 trillion in intergenerational assets transfers. Many of these individuals are in need of or will be in need of a financial advisor (FA).Choosing the FA that is the right fit is a crucial decision that will in many ways dictate the individual’s success or failure. With ratings and reviews on the rise and the use of social technologies and tools spanning all age groups, a tool that would allow individuals to search for an advisor and get ratings and reviews from other clients would be very useful in aligning individuals with appropriate professionals. In recognition of the above issues--fabeetle was born!«Less