36 FINANCIAL SERVICES FOR PROVIDERS OF FINANCIAL, RETIREMENT, EMPLOYEE BENEFIT, TRUST AND INSURANCE SERVICES AND PRODUCTS, NAMELY, MUTUAL FUND BROKERAGE, INVESTMENT BROKERAGE, STOCK BROKERAGE, RECORDKEEPING FOR DEFINED CONTRIBUTION EMPLOYEE BENEFIT AND PENSION PLANS, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS, AND FINANCIAL RESEARCH