publications and printed matter, namely, newsletters,[ reports, guides, ] educational materials, and bulletins in the investment brokerage, asset management and financial field

providing services in the investment and financial field, namely, investment brokerage, investment management, [ investment advice, ] investment consultation, administration of college savings plans, retirement planning, and variable annuities investment and providing electronic services via the Internet in the investment and financial field, namely, mutual fund investment, investment brokerage, investment management, and retirement planning