Providing and updating a financial index; Providing a website featuring an online marketplace for exchanging goods and services with other users; Providing business information to financial service providers by means of an internet web site, in the field of business marketing; Referral services in the field of investment advice and financial planning; Consulting services in the field of marketing financial services; Marketing services rendered to members of the financial services industry, namely, creating and designing materials for use by financial service providers and assisting financial service providers to develop their own marketing plans, advertising campaigns, and public relations campaigns; Providing reports of investments and accounts; accounting and bookkeeping services; Providing business information to financial service providers by means of an Internet web site; Referral services in the field of investment advice and financial planning; Consulting services in the field of marketing financial services; Market research services rendered to financial service providers; Marketing services rendered to members of the financial services industry, namely, creating and designing promotional materials for use by financial service providers; Promoting public awareness of the need for investment planning; Providing financial indices; Business consultation services; Providing advice regarding business operations and management

Financial analysis; Financial research; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services; Financial services relating to securities and other financial instruments; Financial research and information services; Financial portfolio analysis services; Monitoring financial markets for investment purposes; Financial services, namely, wealth management services; Providing information in the field of finance; Financial advice; Financial management; Investment brokerage; Investment management; trading of securities, brokerage of shares, foreign exchange transactions, commodity brokerage and exchange, trading of securities options and other derivative products for others; Financial planning for retirement; financial information and consultancy services provided online from a computer database or global computer network