Mutual fund investment, brokerage, management, and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management; financial analysis; retirement plan administration services; financial administration and investment management 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; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; financial services, namely, compiling, organizing, managing and reporting user specific financial information by means of the Internet, in the field of investment accounts; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial market information services, namely, compiling and providing information regarding securities; financial advisory services; research in the field of investments and finance