Mutual fund custodians can offer a broad range of services. These typically include fund accounting, administration, legal, compliance, and tax services.

NZ's KiwiSaver schemes have different protections for members, which should prevent the kind of investment losses seen after ...

To mitigate a tax bite, a custodian can transfer education funds to an eligible 529 plan. However, to do so, the custodian must liquidate any non-cash investments in the custodial account.

The custodian also works with the fund’s administrator, accountant and distributor, who all have a role to ensure the process goes as planned. Providing Other Valuable Services. An ETF ...

My deep dive into the fund’s holdings reveal a portfolio that is inferior to its benchmark and the S&P 500. Franklin Custodian Funds’ Dynatech Fund (FKDNX) is in the Danger Zone.

First came the letter, then the call from one of my buddies. The fund firm that handles my Roth IRA was changing the custodian for its retirement accounts. The letter was a notice of the change ...

Colorado voters will decide in November whether to change the way custodial funds are spent with a proposed constitutional amendment. 1 weather alerts 1 closings/delays. Watch Now.

Our deep dive into the fund's holdings reveal a portfolio that is inferior to its benchmark and the S&P 500. Franklin Custodian Funds' Dynatech Fund (MUTF:FKDNX) is in the Danger Zone.