‘Top of Mind’ Wealth Management Platforms By Kerry Pechter Thu, Nov 14, 2019 SHARE ON: TwitterFacebookLinkedIn Fidelity, Charles Schwab and Vanguard were the three firms most often named by investors without hints, according to Cerulli Associates. (Forty years of brand-building never hurts.) Already a subscriber? Log in here This article is FREE for you... Create a free account to access this article and get more Retirement Income Journal information sent to you by newsletter. Email Password Or, subscribe now for unlimited access and a free book sent to you! By submitting your email address you agree for Retirement Income Journal to send you communication by email