fabeetle is a platform where clients can rate, review and research financial advisors,
the firms they work for, and the products and services they offer. This platform allows
the truly talented and experienced FAs and firms to emerge from the negative
perceptions and connect with an educated customer who is actively seeking that expertise.

CPA's To Be Included on fabeetle...

Friday, July 24, 2009 at 11:59am

After a lot of thought and plenty of research we have decided that we will be including CPA's in the definition of financial advisors for fabeetle. Upon launch you will be able to rate and review CPA's just like financial advisors. The driving factors behind this decision:

  1. CPA's offer services which are currently not rated and reviewed to the extent they could be.
  2. There is a material consequence for ineptitude.
  3. Many people consider their CPA to be their financial advisor.
  4. Many CPA's do have the ability to sell mutual funds and variable annuities.

This is very exciting decision for us and we think it will further the breadth and depth of services we are providing for financial advisors and clients alike. Stay tuned to this blog for more updates.

 

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