INFORMATION. ACCESS. CONTROL.

providing information and analysis in the fields of economics and business; providing news, information and analysis in the field of economics by telephone and facsimile; providing economic information via a global computer network

financial services, namely, brokerage services to both retail and institutional investors in the fields of securities, stocks, bonds, mutual funds, commodities, futures and options and indices of any of them; investment services in the fields of securities, stocks, bonds, mutual funds, commodities, futures and options and indices of any of them; investment advice and management in the fields of securities, stocks, bonds, mutual funds, commodities, futures and options and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; credit and debit card services; checking services; variable annuity and variable insurance investment services; retirement plan services including trustee, retirement plan record keeping and investment education; financial planning services; insurance services; money market and cash management account services; fixed income investment services; electronic bill payment services and fund transfer services; providing liquidity for customer orders; providing information and analysis in the fields of finance, investment, financial planning and investment strategy; providing news, information, databases and analysis in the fields of investing, finance, and financial planning via a global computer network; providing news, information and analysis in the fields of investing, finance, and financial planning by telephone and facsimile; providing portfolio management services, portfolio management software tools, decision-making software tools, and investment research software tools, namely, software tools for monitoring investment market value and performance of investments, software tools for analyzing investment performance, software tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe, and investment alternatives plan; providing via electronic communication networks portfolio management services, portfolio management software tools, decision-making software tools, and investment research software tools, namely, software tools for monitoring investment market value and performance of investments, software tools for analyzing investment performance, software tools for evaluating asset allocation, risk tolerance, alternatives plans, investing timeframe, and investment alternatives plan