In the past, an investor-friendly financial advisor website was enough to position your financial advisory firm on the internet.

A mobile-friendly advisor website was a nice perk, but it did not impact the visibility or productivity of your website.

This strategy stopped being effective a year ago when Google announced the increased importance of mobile responsiveness when it produces all types of search results.



A group of financial advisers managing $555 million in assets has left Morgan Stanley for Bank of America Merrill Lynch, joining the firm in part for the fee-based investment advisory platform it began offering less than three years ago.

The Pohlen Terris and Kasper Group joined the firms office in Bloomington, Minn. on April 29, Bank of America spokeswoman Susan Atran said Monday. The six-person team includes Larry Pohlen, his brother David, Marc Terris, Michael Kasper, Kathleen Vaughan and Deborah Smith.

They came to Merrill for the lending capabilities through Bank of America, our strong technology, our specialist network and our Merrill One platform, Mark Eckerline, a market executive at the Minnesota office, said in a statement.

Clients can pick up on a money attitude from their advisors, says Michael Brady, the founder and president of Generosity Wealth Management, a financial advisory firm based in Boulder, Colo.

Even something as simple as the tone of an advisors newsletter can transmit a feeling about money to the client.

Clients get their cues from you, he says. If you are a doomsayer, they are going to be anxious. If you are positive, they are going to feel better about their own situation.

Brady, who has 25 years of experience in the industry (and founded his firm in 2009), has dealt with clients who do not have a lot of assets but still feel good about their circumstances. But, he says, he has also had clients with more than adequate resources who are constantly afraid they will lose the money or are scared they still do not have enough.

Some people can have millions and still live in constant fear of either not having enough or losing it, he says. Alternatively, people can have small budgets and be extremely happy because theyve learned to live within their means.

Wealth does not mean wellness, he says. If you are a wealth manager, you have to be a part-time psychologist. Not only do you have to worry about bringing your own emotions to the table, you have to worry about your clients emotions as well.

A clients relationship to money goes to the very nature of who they are, and you have to understand that, he adds.

In order to work with clients who are unreasonably anxious about money, Brady advises taking a slow approach. One of Bradys clients lived in a mobile home until her parents left her substantial wealth when they passed away. She did not know the money was there and was unprepared to handle it.

In this case, the client may have had grounds for being anxious, but Brady says the approach to easing the anxiety is the same.

Start slowly and gradually work into a space where the money can be used wisely for the person, the family and the community. As an advisor, you may never get the client beyond using the money for himself, but get them to feel comfortable with where they are. Then you can see if they want to go beyond, to the family and the community.



The Coca-Cola Co (KO) : Financial Advisory Service scooped up 1,460 additional shares in The Coca-Cola Co during the most recent quarter end , the firm said in a disclosure report filed with the SEC on May 3, 2016. The investment management firm now holds a total of 21,786 shares of The Coca-Cola Co which is valued at $987,342.The Coca-Cola Co makes up approximately 0.51% of Financial Advisory Services portfolio.

Other Hedge Funds, Including , Bartlett reduced its stake in KO by selling 800 shares or 0.64% in the most recent quarter. The Hedge Fund company now holds 125,175 shares of KO which is valued at $5,672,931. The Coca-Cola Co makes up approx 0.28% of Bartletts portfolio.Argent Trust Co boosted its stake in KO in the latest quarter, The investment management firm added 922 additional shares and now holds a total of 91,840 shares of The Coca-Cola Co which is valued at $4,162,189. The Coca-Cola Co makes up approx 1.33% of Argent Trust Cos portfolio.Yhb Investment Advisors reduced its stake in KO by selling 33,159 shares or 54.05% in the most recent quarter. The Hedge Fund company now holds 28,195 shares of KO which is valued at $1,255,805. The Coca-Cola Co makes up approx 0.33% of Yhb Investment Advisorss portfolio.

The Coca-Cola Co opened for trading at $45.44 and hit $45.84 on the upside on Tuesday, eventually ending the session at $45.75, with a gain of 1.13% or 0.51 points. The heightened volatility saw the trading volume jump to 89,33,457 shares. Company has a market cap of $197,924 M.

On the companys financial health, The Coca-Cola Co reported $0.45 EPS for the quarter, beating the analyst consensus estimate by $ 0.01 according to the earnings call on Apr 20, 2016. Analyst had a consensus of $0.44. The company had revenue of $10282.00 million for the quarter, compared to analysts expectations of $10235.65 million. The companys revenue was down -4.0 % compared to the same quarter last year.During the same quarter in the previous year, the company posted $0.48 EPS.

Many Wall Street Analysts have commented on The Coca-Cola Co. Shares were Reiterated by UBS on Apr 21, 2016 to Buy and Lowered the Price Target to $ 51 from a previous price target of $52 .Company shares were Reiterated by UBS on Apr 4, 2016 to Buy, Firm has raised the Price Target to $ 52 from a previous price target of $49 .Company shares were Reiterated by RBC Capital Mkts on Mar 10, 2016 to Outperform, Firm has raised the Price Target to $ 51 from a previous price target of $47 .

The Coca-Cola Company is a beverage company. The Company owns or licenses and markets more than 500 nonalcoholic beverage brands primarily sparkling beverages but also a range of still beverages such as waters enhanced waters juices and juice drinks ready-to-drink teas and coffees and energy and sports drinks. It owns and markets a range of nonalcoholic sparkling beverage brands such as Coca-Cola Diet Coke Fanta and Sprite. The Company makes its beverage products available to consumers throughout the world through its network of Company-owned or controlled bottling and distribution operations as well as independent bottling partners distributors wholesalers and retailers. The Companys segments include Eurasia and Africa Europe Latin America North America Asia Pacific Bottling Investments and Corporate.