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.
Displaying 3219 results
CFP Board launches redesigned consumer website
NEWS RIAS DEC 16, 2020
CFP Board launches redesigned consumer website

Let’s Make a Plan provides help on how to choose and pay for a financial planner

How the pandemic moved us out of the newsroom and turned everyone into a bureau chief
NEWS OPINION DEC 16, 2020
How the pandemic moved us out of the newsroom and turned everyone into a bureau chief

My colleagues get a sense of what it's like to orbit outside our New York City headquarters

DOL may be too late with final fiduciary rule
RETIREMENT RETIREMENT PLANNING DEC 15, 2020
DOL may be too late with final fiduciary rule

The rule's effective date falls after the Biden administration comes into power, meaning its ultimate fate remains unclear

House lawmakers introduce legislation to promote sustainable investing
RETIREMENT RETIREMENT PLANNING DEC 14, 2020
House lawmakers introduce legislation to promote sustainable investing

The measure, led by Rep. Andy Levin, would require advisers to consider environmental, social and governance factors in investment decisions

DOL limits retirement-plan proxy votes to those affecting financial returns
RETIREMENT RETIREMENT PLANNING DEC 11, 2020
DOL limits retirement-plan proxy votes to those affecting financial returns

The move could curb shareholder actions related to sustainable investing

SEC member Crenshaw says agency should provide guidance on Reg BI
NEWS REGULATION AND LEGISLATION DEC 10, 2020
SEC member Crenshaw says agency should provide guidance on Reg BI

Democratic commissioner says the SEC should define ‘best interest,’ clarify conflict mitigation related to Reg BI

Lawmakers want SEC to clarify how brokers can hold digital securities
NEWS REGULATION AND LEGISLATION DEC 10, 2020
Lawmakers want SEC to clarify how brokers can hold digital securities

The lack of guidance on custody is slowing the adoption of cryptographically based assets, experts say

Retirement savings legislation can overcome gridlock, lawmaker says
RETIREMENT RETIREMENT PLANNING DEC 09, 2020
Retirement savings legislation can overcome gridlock, lawmaker says

At a Senate hearing, a financial adviser and an insurance executive back small-business incentives and raising RMD age

SIFMA wants new SEC to give Reg BI time to work
NEWS REGULATION AND LEGISLATION DEC 08, 2020
SIFMA wants new SEC to give Reg BI time to work

The major financial industry group said the current agency has vowed for tough enforcement of the rule

‘Stretching’ those education dollars
NEWS INDUSTRY NEWS DEC 07, 2020
‘Stretching’ those education dollars

Parents shouldn’t be put off by the price tag for top tier schools because some are also the most generous in offering financial aid