Financial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Investment advice and brokerage services in the field of securities, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planning, investment management and wealth management to planners to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions; Financial advisory services, namely, wealth management and retirement planning services; Financial advisory services, namely, wealth management and retirement planning services delivered to consumers via over the internet to electronic and mobile devices; Providing information in the field of financial advisory and investment services to financial planners, financial advisors and financial asset managers to enhance practice management and consumer portfolio performance; Consulting services in the field of financial advisory and investment services to financial planners, financial advisors and financial asset managers