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

01/07/19

01/14/19

01/21/19

01/28/19

02/04/19

02/11/19

02/18/19

02/25/19

CLOSE

DATE

12/25/18

1/1/19

01/08/19

01/15/19

01/22/19

01/29/19

02/05/19

02/12/19

EDITORIAL FOCUS

? 2019 Outlook on Equities

& Fixed Income

LISTS/ RANKINGS

PARTNER CONTENT

? Investment Perspectives

Equities & Fixed Income

? Retirement (Mary

BethFranklin)

? Technology (Ryan

Neal)

CONFERENCES/ EVENTS

BONUS DESCRIPTIONS

? AICPA Jan. 7-9, Rancho Palos

Verdes, CA

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Social Media (Scott

Kleinberg)

? Diversity & Inclusion

? Adviser FinTech (Cover story)

? Retirement (Mary Beth

Franklin)

? Technology (Ryan Neal)

? IRAs (Ed Slott)

? Financial Literacy

?R

 etirement Planning

Strategies (Cover story)

? Top Independent

Broker-Dealer Directory

? Diversity & Inclusion Profile

COLUMNS

? 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

?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.

?#

 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

? Millennials (Cover story)

? Retirement (Mary Beth

Franklin)

? Technology (Ryan Neal)

? IRAs (Ed Slott)

? Financial Literacy

? 2019 Icons & Innovators

(Profiles of honorees)

? 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

CLOSE

DATE

03/04/19

02/19/19

03/11/19

02/26/19

03/18/19

03/5/19

03/25/19

03/13/19

04/01/19

03/19/19

04/08/19

04/15/19

EDITORIAL FOCUS

? 529s/College Planning

(Cover story)

? Lipper Awards Supplement

? ESG Investing (cover story)

? Retirement Plan Adviser

Supplement (Q1)

? Investment Perspectives

ESG Funds

? Diversity & Inclusion Profile

? Alternative Investing

Strategies

? Private Wealth Adviser

04/09/19

? Top Independent BrokerDealer Rankings and Profiles

04/29/19

04/16/19

? Adviser FinTech

(Cover story)

CONFERENCES/ EVENTS

BONUS DESCRIPTIONS

?L

 ipper Awards, March 7, New

York

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Technology (Ryan Neal)

? InvestmentNews Women to Watch,

March 14, New York

? Ad Effectiveness Study

? 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

? Retirement (Mary Beth

Franklin)

? Fiduciary Corner

? Best Places to Work for

Financial Advisers (Cover

story)

04/22/19

COLUMNS

? Retirement (Mary

Beth Franklin)

? On Advice (Bruce

Kelly)

? Financial Literacy Game

Changer

? International Investing

Strategies

03/26/19

04/02/19

LISTS/ RANKINGS

PARTNER CONTENT

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Social Media (Scott

Kleinberg)

? Retirement (Mary Beth

Franklin)

? Technology (Ryan Neal)

? Financial Literacy

? Largest IBDs Ranked

by Revenue & Number

of Advisers

? Best & Worst Performing

Mutual Funds (Q1)

? Top Performing ETFs (Q1)

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? IRAs (Ed Slott)

? Diversity & Inclusion

? Retirement (Mary

Beth Franklin)

? Technology (Ryan Neal)

? Tax Planning

? InvestmentNews Innovation Summit,

April 17, New York

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

? IBD Recruiting

? 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 Conference, May 8-10, Chicago

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

05/07/19

? Retirement Plan Adviser

Supplement (Q2 ) (Focus

on Aggregators)

? ETF Investing

? Retirement (Mary Beth

Franklin)

? Advisers On the Move (Q1) ? 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

06/03/19

05/21/19

? Top RIA Rankings & Profile

05/06/19

05/13/19

05/20/19

04/23/19

? Retirement (Mary Beth

Franklin)

? Technology (Ryan Neal)

? Tax Planning

? 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

06/24/19

06/11/19

? Fund Manager¡¯s Mid-Year

Outlook

? Retirement (Mary Beth

Franklin)

? Technology (Ryan Neal)

? Tax Planning

06/10/19

?L

 argest RIA firms Ranked

by AUM

? Ad Effectiveness Study

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

07/01/19

NO ISSUE

07/08/19

06/25/19

09/5/19

NO ISSUE

07/22/19

07/9/19

07/29/19

NO ISSUE

08/05/19

07/23/19

08/12/19

NO ISSUE

08/19/19

08/06/19

08/26/19

NO ISSUE

09/02/19

09/09/19

08/20/19

08/27/19

EDITORIAL FOCUS

LISTS/ RANKINGS

PARTNER CONTENT

COLUMNS

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Social Media (Scott

Kleinberg)

? Technology (Ryan Neal)

? Women & Investing

? Annuity Strategies

? Investment Perspectives

Alternatives

? Retirement Plan Adviser

Supplement (Q3) (Focus

on Broker-Dealers)

? Fixed Income Strategies

?B

 est & Worst Performing ? Retirement (Mary Beth

Mutual Funds (Q2)

Franklin)

? Top performing ETFs

? On Advice (Bruce Kelly)

(Q2)

? Technology (Ryan Neal)

? IRAs (Ed Slott)

? 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

? Largest Clearing &

Custodial Firms

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Technology (Ryan Neal)

? Social Media (Scott

Kleinberg)

? Financial Literacy

? Custody & Clearing

? REIT Strategies

? TAMPs

? Diversity & Inclusion Profile

? 529s/College Planning

CONFERENCES/ EVENTS

BONUS DESCRIPTIONS

? InvestmentNews Women

Adviser Summit, July 9, Boston

? Ad Effectiveness Study

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Technology (Ryan Neal)

? 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

EDITORIAL FOCUS

LISTS/ RANKINGS

PARTNER CONTENT

CONFERENCES/ EVENTS

BONUS DESCRIPTIONS

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Technology (Ryan Neal)

? Diversity & Inclusion

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

09/16/19

09/03/19

? 50th Anniversary of

Financial Planning Issue

? Trust & Estate Planning

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

09/17/19

? Invest in Others Awards

(Finalist & Winners)

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Technology (Ryan Neal)

? NAPFA Fall Conference, Oct. 1-4,

Chicago

09/24/19

? ESG & Impact Investing

Issue

? Tax Planning Strategies

? Retirement (Mary Beth

Franklin)

? Fiduciary Corner

? Behavioral Finance

(Sarah Newcomb)

10/01/19

? Cybersecurity for Advisers

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Social Media (Scott

Kleinberg)

? Technology (Ryan Neal)

? Financial Literacy

10/21/19

10/08/19

? InvestmentNews

Compensation & Staffing

Study

10/28/19

10/15/19

? Planning for Health Care

09/30/19

10/07/19

10/14/19

? Largest Life Insurance

Companies

? Largest Long-term Carriers

COLUMNS

? Best & Worst

Performing Mutual

Funds (Q3)

? Retirement (MaryBeth

Franklin)

? Tax Planning

? IRAs (Ed Slott)

? Diversity & Inclusion

? Retirement (Mary Beth

Franklin)

? On Advice (Bruce Kelly)

? Technology (Ryan Neal)

? FPA National Conference,

Oct. 15-18, Minneapolis

?InvestmentNews Women

Adviser Summit, Oct. 22, San

Francisco

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