Tax & Financial Planning News


WK HIRES RIA VET Wolters Kluwer has named Paul Jensen, formerly chief technical officer at competitor RIA, to the newly created position of vice president of content and platform management for North America.

Wolters Kluwer, parent to CCH, says that Jensen will develop enterprise-wide strategies and business priorities for content and publishing activities for all of the company's North American operations. Jensen spent more than 10 years with Thomson, where he led the design and technology development of the Checkpoint research service.


Partner Insights

The Thomson Corp., which has continued to bring the identity of its subsidiaries under the corporate brand, is consolidating its hiring.

Previously, units such as RIA and Creative Solutions placed their own job advertisements. Last fall, it began coordinating the units' recruiting functions, said Teresa Mackintosh, vice president of marketing for Creative Solutions. "We now combine our resources in this area under the Recruiting Center of Excellence," she said.


Intuit's ProSeries operations has begun directly criticizing rival ATX/Kleinrock in an attack on the marketing claims made by the latter company.

ATX, based in Rockville, Md., says its part of a continuing Intuit assault by Intuit that has included print material. The ProSeries Web page includes a comparison between ProSeries and ATX and one page with the headline "Don't believe everything you read." ATX president Paul Zoukis says he believes the attack stems from his company's ability to take business away from ProSeries.


Advent Software reported earnings of $3.9 million for the fourth quarter ended December 31, a rebound from a net loss of $717,000 a year earlier.

The San Francisco-based financial-planning technology company had fourth quarter sales of $45.1 million, up 10 percent from $41 million in last year's corresponding period. The company cited the release of the Advent Portfolio Exchange and new versions of Axys, Moxy, Geneva, and Advent Partner as factors in the improvement.


Orrtax Software Solutions, a tax preparation software vendor based in Bellevue, Wash., has named Daniel Vaughn as vice president of sales.

Vaughn was most recently responsible for U.S. sales and marketing for Aventeon, a start-up company that develops software for mobile devices. At Orrtax, he oversees all activities in the company's Bellevue and Houston sales departments. An Orrtax spokesperson said the position had been vacant for several months.


Personnel in H&R Block's Specialty Tax Services Division will process tax returns prepared by users of CCH ProSystem fx Outsource.

CCH users can choose to send tax return data to Block's Kansas City, Mo., headquarters for preparation using ProSystem fx Tax.


The Thomson Corp. has named Michael Wilens to the newly created job of executive vice president, corporate chief technology and operations officer.

It was one of two new senior executive positions filled. The other appointment was that of Richard Benson-Armer as senior vice president, corporate chief strategy officer. Both report to Thomson CEO Richard Harrington. Wilens is responsible for corporate level-level technology projects.


Financial Profiles has launched Profiles OnDemand, which offers ASP versions of the company's Profiles Forecaster and and Profiles Professional application.

The OnDemand service retails at $150 for advisors who purchase a one-year license of either Professional or Forecaster. The Carlsbad, Calif.-based financial planning vendor has also opened a Stamford, Conn., office to serve the New York metropolitan region.


MoneyTree Software is enabling financial planning clients to enter data on the Internet through the use of a Secure Online Planning Survey.

The Corvallis, Ore.-based company is hosting the survey, providing customized Web pages for a $50 set-up fee. Customization includes placing the financial planner's log and text on the site.

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