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.
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Litigation schedule set for suits against DOL fiduciary rule
YOUR PRACTICE PRACTICE MANAGEMENT JUN 23, 2016
Litigation schedule set for suits against DOL fiduciary rule

The plaintiffs and Labor Department are seeking summary judgment for the cases in a Dallas federal court, with a decision possible in October.

Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s
RETIREMENT RETIREMENT PLANNING JUN 22, 2016
Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s

Legislators cite a recent TIAA study finding 30% of employees neglect accounts at previous employers when they switch jobs.

RETIREMENT RETIREMENT PLANNING JUN 22, 2016
John Oliver's criticism helps fiduciary duty go prime time

Recent 'Last Week Tonight' segment is just one example of the growing awareness of this issue.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 21, 2016
CFP Board sanctions two planners for improper use of 'fee-only' label

Group sent letters of admonition to the advisers for misrepresenting their method of payment as fee-only.

Camardas appeal dismissal of case against CFP Board
YOUR PRACTICE PRACTICE MANAGEMENT JUN 21, 2016
Camardas appeal dismissal of case against CFP Board

Florida planners will continue legal battle over use of fee-only compensation label.

Republican tax plan would reduce brackets, slash investment taxes
NEWS REGULATION AND LEGISLATION JUN 20, 2016
Republican tax plan would reduce brackets, slash investment taxes

House Republicans rolled out a tax-reform plan on Friday that would reduce the number of individual rates to three and eliminate many deductions.

NEWS REGULATION AND LEGISLATION JUN 19, 2016
Investment Adviser Association wants RIA clients designated as accredited investors

Interest group argues the fiduciary advisers it represents provide the type of protections intended by the standard.

Fiduciary duty finally hits mainstream — and Main Street
NEWS REGULATION AND LEGISLATION JUN 17, 2016
Fiduciary duty finally hits mainstream — and Main Street

The battle over the DOL rule is now moving into the court of public opinion. <i><b>Plus: <a href="//www.investmentnews.com/article/20160613/FREE/160619978/john-oliver-lambasts-u-s-retirement-savings-system-supports-dol&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Advisers react to comedian John Oliver's biting takedown of brokers and America's retirement system</a>.</b></i>

Tensions between Sen. Warren and SEC's White boil over at hearing
NEWS REGULATION AND LEGISLATION JUN 15, 2016
Tensions between Sen. Warren and SEC's White boil over at hearing

Lawmakers express frustration with Chairwoman Mary Jo White's leadership as they grill her on corporate disclosures and a universal fiduciary rule at Senate hearing.

CFP Board halts program to tack donation onto certification dues to fund its new center
NEWS REGULATION AND LEGISLATION JUN 14, 2016
CFP Board halts program to tack donation onto certification dues to fund its new center

Industry blogger Michael Kitces questioned the board's decision to automatically extract a $25 donation when certificants pay annual dues.