Insurance; financial affairs; monetary affairs; financial planning; funds management; advisory; consultancy; management and information services relating to financial planning; superannuation; remuneration; taxation; succession planning; retirement planning; investment management; financial modelling; house mark for providing a full range of services in the investment and financial fields, namely, investment services, exchange-traded funds investment services, investment and insurance brokerage, investment management, asset management, investment advice and advisory services, securities lending, financial and investment consultation, financial and investment research, banking, administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options, retirement planning, and annuities investment; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial news, financial information, analysis in the fields of investing, finance, and financial planning, financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; financial planning and investment advisory services; financial and insurance consulting services; debit card services; assisting others with the completion of financial transactions for investment funds, exchange-traded funds, stocks, bonds, securities and equities; cash management services; electronic funds transfer and payment services; providing information by phone and by online means in the fields of investment account information and financial research; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management; donor advised investment of funds for charitable purposes; charitable fund raising services; automated securities trade execution services; financial administration and investment management services rendered to non-profit organizations; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the internet; life insurance and annuity services; risk management services; estate trust management services