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From phone trading to AI: the evolution of investing

The way we invest has never stood still. Each generation has seen tools and strategies evolve to meet the challenges of its time—reshaping not just markets, but who gets access to them.

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Investing has come a long way. What once relied on phone calls and handwritten records is now powered by artificial intelligence and predictive analytics.

Each leap forward wasn’t random—it was driven by market crises, breakthrough technologies, and visionary companies bold enough to disrupt the status quo.

  • Wall Street exclusivity gave way to discount brokers.

  • Index funds changed how portfolios were built.

  • Trading apps put investing in everyone’s pocket.

  • And now, AI pioneers like aisot are reshaping the landscape once again.

The pattern is clear: every major market transformation sparked the next wave of innovation.

Want the full story of how Goldman Sachs led to Schwab, which led to BlackRock, Robinhood, and now AI-driven analytics for investing? Download our free PDF and see how each innovation built on the last.

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