Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance

Arranging and conducting training seminars and workshops in the areas of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning

Printed materials, namely, sales and marketing publications and course materials in the fields of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning

computer software providing scanning, indexing, processing, supervisory audit and archival functions for retirement servicing applications and communicating such information for storage, management and retrieval