Funds investment, investment management, financial asset management, wealth management, financial risk assessment, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial analysis, financial investment counselling, financial analysis consultation services, financial consultation in the field of funds investment, financial retirement planning, financial planning, investment transactions and processing in the nature of investment fund transfer and transaction services and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; Providing information in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management via an interactive website and online computer database; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fund raising services; estate planning, financial trust planning, and financial trust administration services