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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<h1>SEC punts on SRO for advisers</h1>
NEWS REGULATION AND LEGISLATION MAR 21, 2011
<h1>SEC punts on SRO for advisers</h1>

The SEC finally released its much-trumpeted report on the best way to oversee the advisory industry. And in the end, the commission couldn't agree on a single course of action. <a href=http://www.investmentnews.com/article/20110116/REG/301169998> (Watch INTV for views on the fiduciary standard and creation of an SRO.)</a>

Tax strategy patents may be headed for ash heap
RETIREMENT TAX MAR 18, 2011
Tax strategy patents may be headed for ash heap

Senate's near-unanimous passage of law prohibiting such patents hailed as 'big step forward for taxpayers'; on to the House

RETIREMENT RETIREMENT PLANNING MAR 16, 2011
Sen. Harkin: New retirement scheme hinges on advisers

NEWS REGULATION AND LEGISLATION MAR 15, 2011
Tax strategy patents may be headed for ash heap

Now that the Senate has approved a ban on patents for tax strategies, proponents are turning their focus to the House

RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 13, 2011
Sen. Harkin: New retirement scheme hinges on advisers

A congressional leader sees a key role for investment advisers in his vision for reform of the retirement system

NEWS REGULATION AND LEGISLATION MAR 13, 2011
SEC runs into GOP wall while seeking money

If two House hearings last Thursday were any indication, the Securities and Exchange Commission faces an uphill battle in winning approval for its $1.4 billion budget request &#8212; including the $300 million increase it says it needs to fulfill its core mission and its Dodd-Frank obligations

Deferral denial? Annuity tax alteration would wound middle class
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 02, 2011
Deferral denial? Annuity tax alteration would wound middle class

IRI report is pre-emptive strike against possible tax change

America Saves Week – but Americans' savings still weak
RETIREMENT RETIREMENT PLANNING MAR 02, 2011
America Saves Week – but Americans' savings still weak

Survey finds U.S. citizens still not overly interesting in stashing cash away

Is the SEC aiming to restrict upfront bonuses?
NEWS REGULATION AND LEGISLATION MAR 01, 2011
Is the SEC aiming to restrict upfront bonuses?

NEWS REGULATION AND LEGISLATION FEB 27, 2011
Power grab

Given the chance to ease its regulatory burden, the Securities and Exchange Commission was expected to recommend that a self-regulatory organization be established to oversee investment advisers