Curated News
By: NewsRamp Editorial Staff
September 03, 2025
Shaping Wealth Expands Advisory Board to Drive Human-First AI Innovation
TLDR
- Shaping Wealth's expanded advisory board with industry experts enhances its Lydia AI platform, giving advisors a competitive edge in delivering personalized, empathetic financial guidance.
- Shaping Wealth integrates behavioral science with AI through Lydia, a platform that systematically enhances emotional intelligence in financial advisor-client conversations for better outcomes.
- Shaping Wealth's human-first AI approach fosters deeper client connections and funded contentment, making financial advice more empathetic and personally resonant worldwide.
- Shaping Wealth combines behavioral economics with AI through Lydia, creating technology that makes financial conversations more emotionally intelligent and human-centric.
Impact - Why it Matters
This development matters because it represents a significant shift in how technology is being integrated into financial advisory services. Rather than replacing human advisors with AI, Shaping Wealth's approach combines behavioral science with artificial intelligence to enhance the emotional intelligence of financial conversations. For consumers, this means receiving more personalized, empathetic financial guidance that understands their behavioral patterns and emotional needs. For the wealth management industry, it sets a new standard for how technology should serve human relationships rather than replace them, potentially leading to better financial outcomes and more meaningful advisor-client relationships. As AI continues to transform financial services, this human-first approach ensures that technological advancement doesn't come at the cost of personalized care and emotional connection.
Summary
Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry, has significantly strengthened its strategic direction by expanding its advisory board with three prominent industry leaders. The company welcomes Jason Pereira, MBA, CFA, CFP®, host of the Fintech Impact Podcast and recognized thought leader in advisor technology; Samantha Russell, FMG's Chief Evangelist recently named to InvestmentNews' 40 Under 40; and behavioral economist Dr. Hal Hershfield, Professor at UCLA Anderson School of Management. This expansion coincides with Shaping Wealth's strategic pivot toward AI-powered solutions anchored by their proprietary behavioral intelligence engine, Lydia.
According to Brian Portnoy, CFA, Ph.D., founder and CEO of Shaping Wealth, "The future of our industry lies not in choosing between technology and humanity, but in thoughtfully combining both to serve clients better." The new advisors bring decades of combined expertise in technology adoption, marketing innovation, and behavioral science that will be invaluable as the company scales Lydia's impact and expands its platform globally. Unlike traditional AI tools focused solely on efficiency, Lydia enhances the emotional intelligence of financial conversations, helping advisors deliver more empathetic, personalized guidance that truly resonates with clients.
The advisory board expansion represents a pivotal moment for the wealth management industry as Shaping Wealth reimagines how human insight and artificial intelligence can work together to help more people achieve funded contentment. The company's commitment to making technology more human, not less, positions it at the forefront of behavioral finance implementation combined with AI power. Readers can learn more about these developments at shapingwealth.com where the company continues to empower financial professionals to thrive personally and professionally through live programs, digital content, and intelligent tools.
Source Statement
This curated news summary relied on content disributed by citybiz. Read the original source here, Shaping Wealth Expands Advisory Board to Drive Human-First AI Innovation
