Rob Bateman

Rob Bateman is Product Manager of Client and Mobile Platforms. With a background in developing client-facing products, Rob is responsible for creating experiences that enable better client/advisor collaboration and digital satisfaction.

4 min read

The Advisor Empowerment Era is Here: Webinar Insights and Takeaways

Advisors are increasingly choosing technology based on one question: does it help them grow, or hold them back? The answer is changing how and where advisors choose to work.

Advisor Workday Advisor Experience Advisor Mobility Webinar

3 min read

Building Trust at Scale: RIA Growth Insights from Rob Bateman and Iyana Harris

Independent advisors face a constant balancing act: how to grow their practices without losing the personal connection that sets them apart. In a...

Technology RIA growth Client experience