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 FEB 11, 2015
Beware financial planners who deliver less than advertised

A third of investors in one study weren't given the help they sought, and less than 10% got advice on taxes, estate planning, education planning, debt management or personal budgeting.

DOL fiduciary rule stalls again as brokerage industry makes last-minute push against it
RETIREMENT RETIREMENT PLANNING FEB 10, 2015
DOL fiduciary rule stalls again as brokerage industry makes last-minute push against it

The Labor Department's proposal to impose a fiduciary standard on retirement advisers has stalled as the brokerage industry makes one more, eleventh-hour bid to change it.

Know more about the Fed than Rand Paul does
NEWS INDUSTRY NEWS FEB 07, 2015
Know more about the Fed than Rand Paul does

The Kentucky Republican was called out for the accuracy of recent comments about the Federal Reserve. But how much do you know? Here's a primer.

NEWS REGULATION AND LEGISLATION FEB 06, 2015
DOL proposal of fiduciary-duty rule delayed again

Advocates for standard take latest postponement in stride.

Obama's budget gives advisers plenty to watch
NEWS REGULATION AND LEGISLATION FEB 05, 2015
Obama's budget gives advisers plenty to watch

President would tax wealthy to pay for 'middle-class' gains, SEC gets budget boost.

Cetera president blasts White House memo defending DOL fiduciary
NEWS BROKER DEALERS FEB 05, 2015
Cetera president blasts White House memo defending DOL fiduciary

Arguments continue on both sides about the merits of the <a href="//www.investmentnews.com/article/20150123/FREE/150129956/brokers-under-white-house-scrutiny-for-costing-workers-billions-in&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">recently-leaked White House memo</a> and what it means for the standard's future prospects.

RETIREMENT TAX FEB 04, 2015
House passes two tax-reform bills

Legislation would repeal estate tax, make state, local sales tax deductions permanent.

NEWS REGULATION AND LEGISLATION FEB 04, 2015
Prepping the advice business for cybersecurity laws, and vice versa

FSI sets sights on shaping any legislation dealing with data breaches and privacy to avoid 'one-size-fits-all.'

NEWS REGULATION AND LEGISLATION FEB 02, 2015
Stephanie Kelton comes to Washington after ruffling feathers in adviser community

Self-styled 'Deficit Owl' believes government can spend as much as needed to spur economic growth, get to full employment.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 30, 2015
SEC Chair Mary Jo White close to revealing her position on fiduciary duty

Mary Jo White is poised to reveal what she believes is the best way for the SEC to address fiduciary duty, with the SEC planning to make a determination this year as to whether to propose a rule or take another approach.