It seems like a day doesn’t go by in which I don’t read a story about a new form of technology designed to assist retail holders so they can participate in the stock market in one form or another. Here’s a recent flurry of these articles:
- Retail holders are training AI agents to buy and sell assets on their behalf (per this Bloomberg article)
- Crypto-powered exchanges are also facilitating the use of AI agents to trade on behalf of retail holders (per this Bloomberg article)
- Transfer agents are developing ways to support the issuance of tokenized equity so that companies can offer alternative ways for shareholders to invest (see this Computershare press release)
- The first company has issued tokenized equity through a blockchain with assistance from Broadridge (see this Broadridge press release)
- Vanguard has a plan to offer voting choice available for all of its US equity index funds by the end of 2027, including allowing enrollment through the use of voice assistants like Alexa (see this Vanguard press release)
Authored by

Broc Romanek