Industry

The firm is the latest in a string of high-profile financial services firms to adopt the term, all in an effort to take excellent care of their customers and distinguish themselves from competitors.

Old Mutual Asset Management CEO Tom Turpin has decided to leave the Boston-based money manager to pursue other opportunities, according to a Friday announcement.

Most recently, O’Neill was head of global economics, commodities and strategy research for Goldman, Sachs & Co., where he managed the company's economics, strategy and commodity research teams.

James A. Wylie wss previously EVP and global head of sales and marketing at Acadian.

Turner Investment Partners has hired James A. Wylie as chief marketing officer and executive managing director, in charge of international sales, marketing and client services. He reports to Bob Turner, chairman and chief investment officer, overseeing more than $16 billion.

Hartford Financial Services Group Inc. announced Thursday it promoted Jeff Reiss to national sales manager of its mutual fund arm.

Morgan Stanley Smith Barney announced Thursday it hired Lisa Cregan, a former UBS manager, to run its brokerage offices in Houston.

Morgan Stanley Smith Barney promoted James F. Walker to managing director to run its consulting services group, which provides investment consulting and managed account services.

River Road has attracted an acclaimed portfolio manager, changes at Citigroup, plus more executives on the move for the week of Sept. 6.

The Boston bank holding company promotes Thompson and Dawson.