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Charting the path toward a universal standard for financial prosperity.

Spencer Hoffman is vice president of product at POS Nation.

The world's biggest banks have slowly begun experimenting more with artificial intelligence in recent months, spurred by the promise that it will help them boost staffers' productivity and cut costs.

Khadim Batti, CEO and co-founder of Whatfix, co-founded the company with Vara Kumar in 2014 with the mission of empowering individuals and organizations to freely use and experience the maximum benefits of technology. An entrepreneur at heart with an engineer's mind, Batti is also giving back to the start-up community by sharing his passion, knowledge, and mentorship with aspiring talent for over a decade and a half. He also serves as the grievance redressal officer for Whatfix.

The two strategies can complement each other, but success depends on starting out with a clear vision.

Alex Quevedo is president of human resources outsourcing at ADP.

Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.

Brian McDonald, head of Morgan Stanley at Work, spoke with Financial Planning about how the firm aims to extend its roots in Silicon Valley and build on equity compensation offerings.

A short window won't necessarily stop lawmakers from proposing or introducing new legislation, though — if only to position themselves ahead of next November's election.

Phil Haussler is the chief product officer at Quantum Workplace.