Newsletters in the fields of finance and investments; printed informational brochures and educational materials in the areas of investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues

Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, asset management services, and investment consultation services for institutional investors and individuals; investment management services provided to financial advisors; investment tracking and investment analysis services; providing financial news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, and retirement planning

Educational services, namely, providing presentations to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues

Investment decision-making tools and calculators, namely, providing temporary use of on-line non-downloadable interactive computer software for investment and financial analysis that allows users to input data into the tools and calculators and download a PDF, which presents a report of the results of the tools and calculators, all via a global communication network; providing temporary use of on-line non-downloadable interactive computer software that allows users to buy, sell, exchange, and manage investments, and download receipts and reports reflecting such transactions, all via a global communication network