Mark Schoeff Jr.

Mark Schoeff Jr. is a senior reporter at InvestmentNews. Based in Washington, D.C., he covers legislation and regulations affecting retail investment advisers and brokers. Prior to joining InvestmentNews in 2010, he wrote about employment and labor law for Workforce Management, a magazine that was published at the time by Crain Communications. He is a member of the National Press Club board. Before migrating to the editorial side of the journalism ecosystem, he served as press secretary for the late Sen. Richard Lugar of Indiana and as director of external relations for the Center for Strategic and International Studies, a think tank in Washington. In a region where people keep their hometown loyalties intact, he has lived in the Washington area long enough to become an actual fan of the Nationals, Wizards, Capitals and the Washington Football Team. He earned a bachelor’s degree from Purdue University and a master’s degree from George Mason University.

Mark Schoeff Jr.
Displaying 3219 results
NEWS REGULATION AND LEGISLATION NOV 27, 2017
Delay of DOL fiduciary rule enforcement mechanisms now final

Supporter of regulation calls the postponement 'an effective repeal of the rule.'

NEWS REGULATION AND LEGISLATION NOV 25, 2017
Can the SEC and DOL really harmonize advice standards for brokers and advisers?

Experts ponder what a Securities and Exchange Commission fiduciary rule will look like, and whether it will help unify requirements across agencies.

NEWS REGULATION AND LEGISLATION NOV 25, 2017
Clarifying difference between advice, sales not as simple as it sounds

Current rules require different standards based on whether advice is 'incidental' to a transaction.

NEWS REGULATION AND LEGISLATION NOV 17, 2017
No-SALT diet could be financially unhealthy for some clients

Elimination of state and local tax deductions will hurt clients in high-tax states the most

RETIREMENT RETIREMENT PLANNING NOV 16, 2017
HSAs next cash cow for 401(k) plan advisers: expert

'It is one of the areas that will be the rocket booster in 2018,' suggests consultant Peter Stahl.

NEWS RIAS NOV 15, 2017
Schwab execs sound off on Bitcoin, HSAs and Morgan Stanley exit from broker protocol

Government likely to rein in popular cryptocurrency, health savings accounts will grow, and wirehouse's decision on recruiting agreement called a mistake.

NEWS INDUSTRY NEWS NOV 15, 2017
Experts upbeat on stock market, economy in the year ahead

Jeffery Kleintop, Liz Ann Sonders and Greg Valliere deliver optimistic forecasts at Schwab adviser conference.

NEWS REGULATION AND LEGISLATION NOV 15, 2017
CFP Board makes changes to proposed code of ethics, will seek more comments

Board chairman Blaine Aikin says the new code will be released by the end of the year.

NEWS REGULATION AND LEGISLATION NOV 10, 2017
Borzi: Hard for Acosta to justify long DOL fiduciary rule delay

Former assistant labor secretary and architect of the regulation says its postponement could be vulnerable to court challenges.

NEWS REGULATION AND LEGISLATION NOV 10, 2017
Senate tax proposal gives deduction for pass-through businesses

Both bills exclude all but small investment advisory firms.