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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RETIREMENT RETIREMENT PLANNING JUL 21, 2015
Package of tax breaks moves through Senate Finance Committee

Panel approves two-year extension of IRA charitable donation allowances, among others.

Finra brands DOL fiduciary rule misguided, confusing
YOUR PRACTICE PRACTICE MANAGEMENT JUL 21, 2015
Finra brands DOL fiduciary rule misguided, confusing

The proposal to reduce conflicts of interest for brokers working with retirement accounts would create overlapping regulations that would baffle advisers and investors, regulator says.

Package of tax breaks gains traction in Senate
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
Package of tax breaks gains traction in Senate

It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.

Labor Department official promises 'changes' to fiduciary rule
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
Labor Department official promises 'changes' to fiduciary rule

Labor Department official says the agency will change its proposal to mollify the brokerage industry.

Wells Fargo, Raymond James, LPL to repay investors more than $30 million for mutual fund overcharges
YOUR PRACTICE PRACTICE MANAGEMENT JUL 17, 2015
Wells Fargo, Raymond James, LPL to repay investors more than $30 million for mutual fund overcharges

Finra says Wells Fargo, Raymond James and LPL self-reported their failures to waive sales loads for Class A shares for retirement accounts and charities.

A lucrative market opens for advisers as marriage legalities level
YOUR PRACTICE PRACTICE MANAGEMENT JUL 17, 2015
A lucrative market opens for advisers as marriage legalities level

Financial planners won't need to 'specialize' to serve clientele in the gay community.

SIFMA's advice to DOL on the fiduciary rule: Start over
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
SIFMA's advice to DOL on the fiduciary rule: Start over

Industry heavyweight argues the proposal would limit access to investment advice.

RETIREMENT RETIREMENT PLANNING JUL 16, 2015
Finra says DOL fiduciary rule would confuse advisers, investors

Perez assures lawmakers DOL will make fiduciary rule work
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
Perez assures lawmakers DOL will make fiduciary rule work

Hillary Clinton calls for capital gains tax to reward 'longer-term investments'
RETIREMENT TAX JUL 14, 2015
Hillary Clinton calls for capital gains tax to reward 'longer-term investments'

Presidential candidate seeks to reward longer-term investments, rein in "excessive risks” in the industry, and go after individuals in enforcement cases.