Odds and Ends

In September, confidence levels rose among advisors for the firs time in three months, according to Advisor Benchmarking, a Rockville, Md.-based research center focused on the RIA marketplace. The Advisor Confidence Index gauges advisors' short- and long-term views on the U.S. economy and the markets. UBS was recently named High-Net-Worth Leader of the Year in the 2004 Private Asset Management (PAM)

  • In September, confidence levels rose among advisors for the firs time in three months, according to Advisor Benchmarking, a Rockville, Md.-based research center focused on the RIA marketplace. The Advisor Confidence Index gauges advisors' short- and long-term views on the U.S. economy and the markets.

  • UBS was recently named “High-Net-Worth Leader of the Year” in the 2004 Private Asset Management (PAM) High-Net-Worth Industry awards, beating out HSBC, Deutsche Bank and Smith Barney.

  • Boston-based Pioneer Investments has officially entered the separate accounts business, signing a minority-ownership agreement with Oak Ridge Investments. The Chicago-based asset manager handles $1.5 billion in assets for institutions and high-net-worth individuals through separate account wrap programs.

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