2019 EDITORIAL CALENDAR

2019 EDITORIAL CALENDAR

New York 212-210-0451 | Boston 978-534-5635 | San Francisco 415-299-1117 | Chicago 312-649-5226 | MediaKit

Editorial schedule is subject to change. Updated: 10/1/19

ISSUE DATE

CLOSE DATE

EDITORIAL FOCUS

LISTS/ RANKINGS PARTNER CONTENT

COLUMNS

CONFERENCES/ EVENTS BONUS DESCRIPTIONS

01/07/19

12/25/18

? 2019 Outlook on Equities ? Investment Perspectives

& Fixed Income

Equities & Fixed Income

? Retirement (Mary BethFranklin)

? Technology (Ryan Neal)

? AICPA Jan. 7-9, Rancho Palos Verdes, CA

01/14/19 01/21/19 01/28/19

1/1/19

? Adviser FinTech (Cover story)

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Social Media (Scott

Kleinberg) ? Diversity & Inclusion

01/08/19

? Retirement Planning Strategies (Cover story)

? Retirement (Mary Beth Franklin)

? Technology (Ryan Neal) ? IRAs (Ed Slott) ? Financial Literacy

01/15/19

? Top Independent Broker-Dealer Directory

? Diversity & Inclusion Profile

? Adviser On the Move (Q4)

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Tax Planning

? FSI OneVoice Jan. 28-30, New Orleans

? T3 Advisor Conference Jan. 29 - Feb. 1, Dallas

02/04/19

01/22/19

? 2 019 Icons & Innovators (Profiles of honorees)

? R etirement (Mary Beth Franklin)

? On Investments ? Technology (Ryan Neal) ? Fiduciary Corner

? TD Ameritrade LINC Feb. 6-9, San Diego

? Inside ETFs Conference 2019 Feb. 10 - 13, Hollywood, Fla.

02/11/19

01/29/19 ? #MeToo (Cover story)

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Social Media (Scott

Kleinberg)

? Investments & Wealth Institute Investment Advisor Forum Feb. 11-12, New York

02/18/19

02/05/19 ? Millennials (Cover story)

? Retirement (Mary Beth Franklin)

? Technology (Ryan Neal) ? IRAs (Ed Slott) ? Financial Literacy

02/25/19

02/12/19

? Advisers helping middle-aged men (Cover story) ? Annuity Planning

? Largest Variable Annuity Providers

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly)

? Tax Planning ? Diversity & Inclusion

2019 EDITORIAL CALENDAR

New York 212-210-0451 | Boston 978-534-5635 | San Francisco 415-299-1117 | Chicago 312-649-5226 | MediaKit

Editorial schedule is subject to change. Updated:10/1/19

ISSUE DATE

03/04/19

CLOSE DATE

EDITORIAL FOCUS

02/19/19

? Financial Literacy Game Changer

? International Investing Strategies

LISTS/ RANKINGS PARTNER CONTENT

COLUMNS

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly)

CONFERENCES/ EVENTS BONUS DESCRIPTIONS

? L ipper Awards, March 7, New York

03/11/19

02/26/19

? 529s/College Planning (Cover story) ? Lipper Awards Supplement

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Technology (Ryan Neal)

? InvestmentNews Women to Watch, March 14, New York

? Ad Effectiveness Study

03/18/19

03/5/19

? ESG Investing (cover story)

03/25/19

03/13/19

? Retirement Plan Adviser Supplement (Q1)

? Retirement (Mary Beth Franklin)

? IRAs (Ed Slott) ? Diversity & Inclusion

? ICI 2018 Mutual Funds and Investment Management Conference, March 17-20, San Diego

? IRI Marketing Summit March 20-22, Palm Beach, FL

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Tax Planning ? Financial Literacy ? Technology (Ryan Neal)

? InvestmentNews Women Adviser Summit, March 26, Huntington Beach, CA.

? InvestmentNews RPA Aggregators, March 27-28, New York

04/01/19

03/19/19

? Best Places to Work for Financial Advisers (Cover story)

? Retirement (Mary Beth Franklin)

? Fiduciary Corner

04/08/19

03/26/19

? Investment Perspectives ESG Funds

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Social Media (Scott

Kleinberg)

04/15/19

04/02/19

? Diversity & Inclusion Profile ? Alternative Investing

Strategies ? Private Wealth Adviser

? Retirement (Mary Beth Franklin)

? Technology (Ryan Neal) ? Financial Literacy

? InvestmentNews Innovation Summit, April 17, New York

04/22/19

04/09/19

? Top Independent BrokerDealer Rankings and Profiles

? Largest IBDs Ranked by Revenue & Number of Advisers

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? IRAs (Ed Slott) ? Diversity & Inclusion

04/29/19

04/16/19

? Adviser FinTech (Cover story)

? Best & Worst Performing Mutual Funds (Q1)

? Top Performing ETFs (Q1)

? Retirement (Mary Beth Franklin)

? Technology (Ryan Neal) ? Tax Planning

2019 EDITORIAL CALENDAR

New York 212-210-0451 | Boston 978-534-5635 | San Francisco 415-299-1117 | Chicago 312-649-5226 | MediaKit

Editorial schedule is subject to change. Updated:10/1/19

ISSUE DATE

05/06/19

CLOSE DATE

EDITORIAL FOCUS

04/23/19 ? IBD Recruiting

LISTS/ RANKINGS PARTNER CONTENT

COLUMNS

CONFERENCES/ EVENTS BONUS DESCRIPTIONS

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly)

? Investments & Wealth Institute, Annual Conference Experience May 5-8, Las Vegas

? FPA Retreat, May 6-9, La Jolla, CA ? Peak Excell Conference,

May 7-10, Chicago

? IN Future of the Business, May 7, NY ? Morningstar Investment Confer-

ence, May 8-10, Chicago

05/13/19

4/30/19

? Innovation Issue (Cover story) ? Top Performing ETFs (Q1)

? Retirement (Mary Beth Franklin)

? Social Media (Scott Kleinberg)

? Technology (Ryan Neal) ? Financial Literacy

? NAPFA Spring National Conference, May 13-16, Austin, TX

? InvestmentNews Retirement Income Summit, May 14-15, Chicago

? InvestmentNews Women Adviser Summit, May 16, Chicago

05/20/19

05/07/19

? Retirement Plan Adviser Supplement (Q2 ) (Focus on Aggregators)

? ETF Investing

? Advisers On the Move (Q1)

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? IRAs (Ed Slott) ? Diversity & Inclusion

? InvestmentNews Fintech Think Tank, May 22-23, New York

05/27/19

05/14/19

? Retirement Income Planning

? Retirement (Mary Beth Franklin)

? Technology (Ryan Neal) ? Tax Planning

06/03/19 06/10/19

05/21/19

? Top RIA Rankings & Profile

? L argest RIA firms Ranked by AUM

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Fiduciary Corner

? InvestmentNews RPA Broker-Dealer, June 5-6, New York

05/28/19

? Brokerage executive profile (Cover story)

? Alternative Investing ? Diversity & Inclusion Profile

? Retirement (Mary Beth Franklin)

? Social Media (Scott Kleinberg)

? Technology (Ryan Neal) ? Financial Literacy

? Pershing INSITE, June 12-14, Phoenix

06/17/19

06/04/19

? 40 Under 40 (Profiles of Honorees)

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? IRAs (Ed Slott) ? Diversity & Inclusion

? Ad Effectiveness Study

06/24/19

06/11/19

? F und Manager's Mid-Year Outlook

? Retirement (Mary Beth Franklin)

? Technology (Ryan Neal) ? Tax Planning

2019 EDITORIAL CALENDAR

New York 212-210-0451 | Boston 978-534-5635 | San Francisco 415-299-1117 | Chicago 312-649-5226 | MediaKit

Editorial schedule is subject to change. Updated: 10/1/19

ISSUE DATE

07/01/19

CLOSE DATE

NO ISSUE

EDITORIAL FOCUS

LISTS/ RANKINGS PARTNER CONTENT

COLUMNS

CONFERENCES/ EVENTS BONUS DESCRIPTIONS

07/08/19

06/25/19

? Women & Investing ? Annuity Strategies

? Investment Perspectives Alternatives

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Social Media (Scott

Kleinberg) ? Technology (Ryan Neal)

? InvestmentNews Women Adviser Summit, July 9, Boston

09/5/19

NO ISSUE

07/22/19

07/9/19

? Retirement Plan Adviser Supplement (Q3) (Focus on Broker-Dealers)

? Fixed Income Strategies

? B est & Worst Performing Mutual Funds (Q2)

? Top performing ETFs (Q2)

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Technology (Ryan Neal) ? IRAs (Ed Slott)

07/29/19 08/05/19 08/12/19

NO ISSUE

07/23/19

? Excellence in Diversity & Inclusion Awards (Profiles of Honorees)

? Advisers on the Move (Q2)

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Fiduciary Corner ? Diversity & Inclusion

? Ad Effectiveness Study

NO ISSUE

08/19/19

08/06/19

? Custody & Clearing ? REIT Strategies

? Largest Clearing & Custodial Firms

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Technology (Ryan Neal) ? Social Media (Scott

Kleinberg) ? Financial Literacy

08/26/19

NO ISSUE

09/02/19

08/20/19

? TAMPs ? Diversity & Inclusion Profile

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Technology (Ryan Neal)

09/09/19

08/27/19 ? 529s/College Planning

? Retirement (Mary Beth Franklin)

? Social Media (Scott Kleinberg)

? IRAs (Ed Slott)

? VISION: IRI Annual Meeting Sept. 9-11, Charleston, SC

? InvestmentNews Women Adviser Summit, Sept. 10, Denver

2019 EDITORIAL CALENDAR

New York 212-210-0451 | Boston 978-534-5635 | San Francisco 415-299-1117 | Chicago 312-649-5226 | MediaKit Editorial schedule is subject to change. Updated:10/1/19

ISSUE DATE

CLOSE DATE

LISTS/ RANKINGS EDITORIAL FOCUS PARTNER CONTENT

COLUMNS

CONFERENCES/ EVENTS BONUS DESCRIPTIONS

09/16/19

09/03/19

? 50th Anniversary of Financial Planning Issue ? Trust & Estate Planning

? Largest Life Insurance Companies

? Largest Long-term Carriers

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Technology (Ryan Neal) ? Diversity & Inclusion

? InvestmentNews RPA - Record Keeper, Sept. 17-18, New York

09/23/19

09/10/19 ? Private Wealth Adviser

? Retirement (Mary Beth Franklin)

? Tax Planning ? Financial Literacy

? InvestmentNews Diversity & Inclusion Awards, Sept. 24, New York ? Invest in Others, Sept. 26, Boston

09/30/19

09/17/19

? Invest in Others Awards (Finalist & Winners)

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Technology (Ryan Neal)

? NAPFA Fall Conference, Oct. 1-4, Chicago

10/07/19

09/24/19

? ESG & Impact Investing Issue ? Tax Planning Strategies

10/14/19

10/01/19 ? Cybersecurity for Advisers

? Retirement (Mary Beth Franklin)

? Fiduciary Corner ? Behavioral Finance (Sarah Newcomb)

? R etirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Social Media (Scott

Kleinberg) ? Technology (Ryan Neal) ? Financial Literacy

? FPA National Conference, Oct. 15-18, Minneapolis

10/21/19

10/08/19

? InvestmentNews Compensation & Staffing Study

? Best & Worst Performing Mutual Funds (Q3)

? Retirement (MaryBeth Franklin)

? Tax Planning ? IRAs (Ed Slott) ? Diversity & Inclusion

?InvestmentNews Women Adviser Summit, Oct. 22, San Francisco

10/28/19

10/15/19 ? Planning for Health Care

? Retirement (Mary Beth Franklin)

? On Advice (Bruce Kelly) ? Technology (Ryan Neal)

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