Micruity Raises $20M, WIPN Introduces 2026 Board of Directors
Micruity Raises $20M in Funding Round
Micruity, a financial technology company, has announced it has received $20 million in Series A funding, raising its total funding to date to $27 million.
The funding round was co-led by Rebalance Capital and Nationwide Ventures, with participation from J.P. Morgan Asset Management, Reinsurance Group of America (RGA), The Guardian Life Insurance Company of America (Guardian), Collab Capital, State Street Investment Management and TIAA Ventures.
Micruity says the funding allows the company to “accelerate integrations across recordkeepers, asset managers, and insurers, expand support for new lifetime income solutions,” and scale infrastructure.
Micruity aims to “pensionize” retirement plans by incorporating annuities into 401(k)s. The company currently serves institutions including Fidelity Investment, State Street Investment Management, MetLife, and Pacific Life.
Next Article: WIPN Announces 2026 Board of Directors
WIPN Announces 2026 Board of Directors
WIPN (We. Inspire. Promote. Network), a women’s advocacy organization for the financial services industry, announced its new board of directors for the 2026 year.
The newly elected board members include My Corporate Ally’s Kim Ryan, serving as president; Tina Schackman from BFSG, LLC as vice president; Colleen Rodriguez of Infosys as treasurer; Fearless Financial Advisors’ Lorie Jones in an operations role; and Roberta Hess of SS&C Technologies as past president.
“2026 will be a defining year for our organization. As we expand our membership, elevate our programming, and deepen the value we deliver to our more than 60 corporate sponsors and their employees, we’re positioning ourselves for meaningful growth,” shared Ryan. “With the continued convergence of wealth and retirement, we see tremendous opportunity. Our vision is to stand at the center of that momentum and become the premier organization for women across financial services – driving impact, opportunity, and advancement across the sector.”
Founded in 2009, WIPN.org is a 501(c)6 non-profit organization that promotes inclusivity and diversity for women in the retirement industry. WIPN comprises a national network of more than 1,300 active volunteers, organized in over 30 local chapters across the United States. Members include women at all career levels — from entry-level to executive management.
Next Article: Human Interest Wins Outstanding Phone Support Accolade from J.D. Power
Human Interest Wins Outstanding Phone Support Accolade from J.D. Power
Human Interest has earned a J.D. Power certification for delivering “outstanding customer service phone support” to 401(k) customers.
To earn the J.D. Power certification, companies must pass a multi-phase evaluation including a customer survey and a detailed assessment of operational performance against cross-industry top performer benchmarks.
Human Interest says it has invested more than $200 million to develop technology focused on “exceptional customer experience, substantially raising the bar for an industry that has long been plagued by manual processes, legacy technology, and excessive fees.” In 2025, the company launched its Customer Experience Guarantee tool, aimed at delivering fast, reliable service.
Since the initial Customer Experience Guarantee went into effect in March 2025, Human Interest says only two out of over one million service interactions have reported dissatisfaction.
Rakesh Mahajan, chief revenue officer of Human Interest, said, “Human Interest is ending a decades-long era in our industry where poor service, manual processes, and slow transaction times were accepted as the norm. Today’s customers demand excellence, and with this distinction, Human Interest is the only one delivering.”
“Congratulations to the entire customer service team at Human Interest for earning this rigorous certification in their first year,” said Mark Miller, Practice Leader, Customer Service Advisory at J.D. Power. “Human Interest has demonstrated their commitment to delivering an outstanding service to their customers and should be very proud of this achievement.”
Next Article: Voya and SAVVI Financial Collaborate on Retirement Income Guidance
Voya and SAVVI Financial Collaborate on Retirement Income Guidance
Voya Financial, Inc., in collaboration with SAVVI Financial, announced the launch of a next-generation retirement income guidance tool designed to provide plan participants with guidance as they approach and enter retirement.
The new experience will roll out to eligible Voya participants over the coming weeks at no additional cost.
“We’re advancing Voya’s commitment to meet individuals wherever they are on their retirement journey to help them increase their financial confidence,” said Laurie Lombardo, senior vice president and head of Retirement Product at Voya Financial. “Our solution delivers personalized, actionable guidance—intended to help our participants make informed decisions that support their financial well-being, not only as they prepare for retirement, but throughout every stage of it.”
The new guidance experience offers retirement income estimates, personalized calculations, withdrawal strategies, and multi-factor analysis that incorporates real-world inputs like multiple income streams and varying retirement ages, Voya states.
“Retirement platforms may leave people wondering what to do when it’s time to turn savings into income,” said Chris Moran, head of Partnerships and Relationship Management at SAVVI Financial. “This participant tool changes that by meeting people where they are–helping them see what their financial future could look like, and giving them clear, personalized steps to help them get there. It takes the guesswork out of one of life’s biggest transitions.”
Next Article: NFP Announces New CFO
NFP Announces New CFO
NFP has promoted Caleb Noel to executive vice president and chief financial officer (CFO).
Noel, based in Austin, will report to Doug Hammond, CEO of NFP, as well as the finance team at Aon. His appointment follows the sale of Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms to Madison Dearborn Partners, which closed on October 30.
“With his track record of achievements across his NFP career, I’m excited to see Caleb continue to elevate his impact,” said Hammond. “Throughout his successful tenure, Caleb has developed a deep understanding of our business, sales operations and culture while building collaborative relationships across the organization. He is well positioned to develop financial strategies that support our long-term value and scalability as CFO.”
Noel has served in various corporate finance and operational roles during his 23-year career with NFP, most recently as senior vice president, Finance and Operations. He previously served as vice president, Finance, for Scottish Holdings, a division of Scottish Re, and as an analyst in the investment banking division of Prudential Securities (now Wells Fargo & Company).
Noel succeeds Brett Schneider and will lead a team that includes Mike Campbell, who was recently promoted to the executive team as executive vice president, chief accounting officer. Campbell has been with NFP since 2013 and provides tremendous leadership across NFP’s accounting function.
“I’m honored to step into the CFO role and join the executive team at NFP,” said Noel. “I’m excited to collaborate across the enterprise in new and impactful ways and lead our outstanding team through another phase of growth. Together, we’ll continue driving financial excellence, unlocking strategic opportunities and building a future that reflects the strength and vision of our entire organization.”
Next Article: Creative Planning Acquires Marshall Financial Group
Creative Planning Acquires Marshall Financial Group
Creative Planning has acquired Marshall Financial Group, an established RIA in Doylestown, PA. The acquisition adds 19 employees and more than $900 million in assets under management to Creative Planning.
“Marshall Financial has a 50-year history of helping clients with wealth management and financial planning. Their impeccable reputation in the industry, along with their extensive experience, is a welcome addition to the Creative Planning team,” said Creative Planning President and CEO Peter Mallouk.
Marshall Financial provides a comprehensive approach to wealth management, offering integrated financial planning including investment, cash flow, risk management, estate and education planning along with charitable giving, tax minimization and other services.
“We’re proud to join Creative Planning,” said Marshall Financial President and Senior Wealth Advisor Paula Nangle, CFP. “Both companies share the same values, culture and personalized approach to client service. Additionally, we’re excited about the broad suite of services and capabilities Creative Planning can offer our current and future clients.”
Mary Beth Gray at Kleinbard LLC served as Marshall Financial’s legal counsel, and DeVoe & Company, an investment bank and consulting firm to RIAs, represented Marshall Financial in the transaction.
Next Article: Waverly Advisors Buys Forefront Wealth Management
Waverly Advisors Buys Forefront Wealth Management
Waverly Advisors, LLC has acquired Forefront Wealth Management, a wealth management firm located in Malvern, PA. This partnership supports Waverly’s growth strategy in the Mid-Atlantic market, enhancing the firm’s presence in the region.
Forefront has offered comprehensive financial planning, investment management, and retirement plan consulting in its local community since 2018. Carl Schultz, Forefront CEO and CIO, will join Waverly as a Partner and Wealth Advisor. The entire Forefront team joins Waverly with the acquisition, increasing Waverly’s assets under management by approximately $257 million, as of June 30, 2025.
“This partnership strengthens Waverly’s ability to deliver an exceptional client experience,” said Justin Russell, President and CEO of Waverly. “Together, we are expanding the firm’s reach while staying true to a shared culture of collaboration and excellence.”
“Forefront was built on a commitment to helping clients live their best financial lives,” said Carl Schultz. “By partnering with Waverly, we are aligning with a firm whose values, resources, and client-first approach will allow us to enhance the services and opportunities we provide to clients.”
The acquisition of Forefront marks Waverly’s 29th transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (WPCG) and HGGC’s Aspire Holdings platform. The transaction closed on December 5, 2025.
“It is exciting to welcome Forefront to the Waverly family,” said Mac Selverian, Partner at WPCG. “This partnership brings together two strong teams resulting in a combined expertise that will significantly enhance the client experience and create long-term value for all involved.”
Financial and legal terms of the deal were not disclosed.