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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Time to rethink retirement plans amid Social Security changes
RETIREMENT RETIREMENT PLANNING OCT 29, 2015
Time to rethink retirement plans amid Social Security changes

Retirees will need to account for income shortfalls now that two popular Social Security claiming strategies are coming to an end.

Budget deal would nix popular Social Security claiming strategies
RETIREMENT RETIREMENT PLANNING OCT 29, 2015
Budget deal would nix popular Social Security claiming strategies

Loss of file and suspend and some spousal benefits could catch near-retirees off guard.

NEWS REGULATION AND LEGISLATION OCT 27, 2015
New Ways & Means chairman gives Speaker Ryan a tax-reform partner

One of Rep. Kevin Brady's ongoing pursuits has been eliminating the estate tax.

NEWS REGULATION AND LEGISLATION OCT 27, 2015
As DOL fiduciary heats up, both sides dig in

Battle over the Labor Department's proposed fiduciary rule reaches a new level of nasty.

RETIREMENT RETIREMENT PLANNING OCT 26, 2015
Adviser coalition calls on Congress to reject attempts to stop DOL fiduciary rule

Rep. Peter Roskam and colleagues' 'legislative principles' for retirement advisers refer only to disclosing conflicts, not mitigating them, FPC says.

Advisers form coalition to oppose DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING OCT 26, 2015
Advisers form coalition to oppose DOL fiduciary rule

Grassroots organization is sponsored by a trade association for life insurance companies.

Republican introduces bill to curb SEC use of in-house judges
NEWS REGULATION AND LEGISLATION OCT 23, 2015
Republican introduces bill to curb SEC use of in-house judges

Legislation would give advisers the option to have cases tried in federal court instead of in forums presided over by the agency's administrative law judges.

Democrats oppose bill to thwart DOL fiduciary rule
YOUR PRACTICE PRACTICE MANAGEMENT OCT 23, 2015
Democrats oppose bill to thwart DOL fiduciary rule

Even those who backed similar legislation two years ago now support the Labor Department's proposal to change investment advice standards for retirement accounts.

Two big compliance services firms for advisers merge
YOUR PRACTICE PRACTICE MANAGEMENT OCT 22, 2015
Two big compliance services firms for advisers merge

National Compliance Services Inc. and Regulatory Compliance say their product lines complement one another, and together they can meet increased demand as more advisers become independent and regulations proliferate.

As Paul Ryan moves closer to speaker perch, his signature issues resonate with advisers
NEWS INDUSTRY NEWS OCT 22, 2015
As Paul Ryan moves closer to speaker perch, his signature issues resonate with advisers

The decision by Rep. Paul Ryan, R-Wisc., to run for speaker of the House has investment advisers hoping that he will help ease partisan tensions in Washington and emphasize deficit cutting.