Downloadable computer software and mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; Downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; Downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; Downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; Downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability and online financial services; Downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; Downloadable computer software and mobile applications for providing financial savings tools and making financial transactions and electronic fund transfers; Downloadable videos and content featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; Downloadable publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable webinars in the field of finance, investment, and retirement; Downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning

Publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement

Financial services, namely, providing advice, information, and research in the fields of investment, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicles, hedge funds, mutual funds, financial aspects of retirement, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; Providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; Provision of information and data concerning stocks and bonds; Advisory services related to stocks, bonds, and other investment vehicles; Mutual fund investment services; Hedge fund investment services; Financial services, namely, operation and management of hedge funds; Financial services, namely, operation and management of alternative assets and investments; Investment management and advisory services; Investment of funds for others

Non-downloadable computer software for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; Non-downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; Non-downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; Non-downloadable computer software for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; Non-downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, and investment portfolios; Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Providing online non-downloadable videos and content featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; Providing a website featuring non-downloadable electronic publications, videos, and content in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Providing webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; Arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement