East Peoria, IL – Midwestern Securities has named Michael Doublin as the company’s Chief Financial Officer. Doublin joined the company in 2018 and served as the Director of Business Analytics prior to this promotion. As Chief Financial Officer, Doublin, 30, is...
East Peoria, IL – Midwestern Securities has named Angela Johnson as the company’s new Chief Operations Officer. As Chief Operations Officer, Johnson will be responsible for leading and managing the Operations & Experience Team as they provide outstanding service...
East Peoria, IL – Midwestern Securities has named Cassie Taraboletti, CFP® as the company’s new president. She assumes the role from company co-founder Michael Graham, CFP®, who will remain the Chief Executive Officer. As president, Taraboletti, 43, will oversee the...
Change is inevitable—but are you positioned for what’s next? As the financial landscape evolves, community banks face increasing pressure to adapt their wealth management services to meet the evolving expectations of their clients. Staying ahead requires not only...
Advisor training shouldn’t just teach skills—it must also reinforce accountability and weave compliance into every aspect of client engagement. Strategic programs balance performance expectations with regulatory responsibilities to protect both clients and the...
Community banks and credit unions are facing increasing pressure to diversify their revenue streams and enhance client services. One strategic move gaining traction is partnering with an independent broker-dealer. Evaluating the potential benefits of such a transition...
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