36 Financial services, namely, mutual fund brokerage, mutual fund distribution, and mutual fund investment services; brokerage, distribution, and investment services for a mutual fund that invests primarily in real estate investment trusts; retirement plan consulting services; investment services for retirement and pension plans, namely, investment consultation and investment management; investment and asset management and investment consultation services for institutional investors and individuals; investment services for variable insurance products and variable annuities, namely, investment management services provided to financial intermediaries; providing investment tracking, investment analysis, and investment management; acting as an investment manager for trusts consisting of investment gifts to another person; sales support services for financial advisors and subadvisory services, namely, providing investment management services to financial advisors; providing quotes for stocks, options, securities, investments, and mutual funds via a global communication network; investment account information services, namely, providing brokerage account and investment account information by telephone, by mail, by electronic means, and via a global communication network; providing news and information to individual and institutional investors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues by electronic means and via a global communication network; providing news and information about stocks, options, securities, investments, and mutual funds by electronic means and via a global communication network