2019 EDITORIAL CALENDAR · • On Social Media • Tax Planning • Inside ETFs Conference, Jan 26-29, Hollywood, FL • FSI OneVoice, Jan 27-29, San Diego, CA • TD Ameritrade LINC,

01/07/19 12/25/18 • 2019 Outlook on Equities

& Fixed Income• Investment Perspectives

Equities & Fixed Income

• Retirement (Mary BethFranklin)

• Technology (Ryan Neal)

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

01/14/19 1/1/19• Adviser FinTech (Cover story)

• Retirement (Mary Beth Franklin)

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

Kleinberg)• Diversity & Inclusion

01/21/19 01/08/19 • Retirement Planning Strategies (Cover story)


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

01/28/19 01/15/19

• Top Independent Broker-Dealer Directory

• Diversity & Inclusion Profile• Adviser On the Move (Q4)


• 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 • 2019 Icons & Innovators (Profiles of honorees)


• 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)


• 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)


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

02/25/19 02/12/19

• Advisers helping mid-dle-aged men (Cover story)• Annuity Planning

• Largest Variable Annuity Providers


• On Advice (Bruce Kelly)

• Tax Planning• Diversity & Inclusion

ISSUE DATE

CLOSE DATE EDITORIAL FOCUS

LISTS/ RANKINGS PARTNER CONTENT COLUMNS

CONFERENCES/ EVENTSBONUS DESCRIPTIONS

2019 EDITORIAL CALENDARNew York 212-210-0451 | Boston 978-534-5635 | San Francisco 415-299-1117 | Chicago 312-649-5226 | www.InvestmentNews.com/MediaKit Editorial schedule is subject to change. Updated: 10/1/19

03/04/19 02/19/19• Financial Literacy Game

Changer • International Investing

Strategies


• On Advice (Bruce Kelly)

• Lipper Awards, March 7, New York

03/11/19 02/26/19• 529s/College Planning (Cover story)• Lipper Awards Supplement


• 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)


• IRAs (Ed Slott)• Diversity & Inclusion

• ICI 2018 Mutual Funds and Invest-ment Management Conference, March 17-20, San Diego

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

03/25/19 03/13/19• Retirement Plan Adviser

Supplement (Q1)


• 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)


• Fiduciary Corner

04/08/19 03/26/19• Investment Perspectives

ESG Funds



Kleinberg)

04/15/19 04/02/19

• Diversity & Inclusion Profile • Alternative Investing

Strategies• Private Wealth Adviser


• Technology (Ryan Neal) • Financial Literacy

• InvestmentNews Innovation Summit, April 17, New York

04/22/19 04/09/19• Top Independent Broker-

Dealer Rankings and Profiles

• Largest IBDs Ranked by Revenue & Number of Advisers


• 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)


• Technology (Ryan Neal) • Tax Planning

ISSUE DATE




2019 EDITORIAL CALENDARNew York 212-210-0451 | Boston 978-534-5635 | San Francisco 415-299-1117 | Chicago 312-649-5226 | www.InvestmentNews.com/MediaKit Editorial schedule is subject to change. Updated:10/1/19

05/06/19 04/23/19 • 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 Confer-

ence, May 8-10, Chicago

05/13/19 4/30/19 • Innovation Issue (Cover story) • Top Performing ETFs (Q1)


• Social Media (Scott Kleinberg)

• Technology (Ryan Neal)• Financial Literacy

• NAPFA Spring National Confer-ence, 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)


• 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• Largest RIA firms Ranked

by AUM


• On Advice (Bruce Kelly) • Fiduciary Corner

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

06/10/19 05/28/19

• Brokerage executive profile (Cover story)• Alternative Investing• Diversity & Inclusion Profile



• Technology (Ryan Neal)• Financial Literacy

• Pershing INSITE, June 12-14, Phoenix

06/17/19 06/04/19• 40 Under 40 (Profiles of

Honorees)


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


06/24/19 06/11/19• Fund Manager’s Mid-Year

Outlook




ISSUE DATE




07/01/19 NO ISSUE

07/08/19 06/25/19• Women & Investing• Annuity Strategies

• Investment Perspectives Alternatives



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


• Top performing ETFs (Q2)


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

07/29/19 NO ISSUE

08/05/19 07/23/19• Excellence in Diversity &

Inclusion Awards (Profiles of Honorees)

• Advisers on the Move (Q2)


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


08/12/19 NO ISSUE

08/19/19 08/06/19• Custody & Clearing• REIT Strategies

• Largest Clearing & Custodial Firms


• 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



09/09/19 08/27/19 • 529s/College Planning



• IRAs (Ed Slott)

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

• InvestmentNews Women Adviser Summit, Sept. 10, Denver

2019 EDITORIAL CALENDARNew York 212-210-0451 | Boston 978-534-5635 | San Francisco 415-299-1117 | Chicago 312-649-5226 | www.InvestmentNews.com/MediaKit Editorial schedule is subject to change. Updated: 10/1/19

ISSUE DATE




09/16/19 09/03/19• 50th Anniversary of Financial Planning Issue• Trust & Estate Planning

• Largest Life Insurance Companies

• Largest Long-term Carriers


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

• InvestmentNews RPA - Record Keep-er, Sept. 17-18, New York

09/23/19 09/10/19 • Private Wealth Adviser


• 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)


• 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


• Fiduciary Corner• Behavioral Finance (Sarah Newcomb)

10/14/19 10/01/19 • Cybersecurity for Advisers



Kleinberg)• Technology (Ryan Neal)• Financial Literacy

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

10/21/19 10/08/19• InvestmentNews

Compensation & Staffing Study


• 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




ISSUE DATE




11/04/19 10/22/19• Advisers on the Move

(Q3)• Retirement (Mary Beth

Franklin• Behavioral Finance (Sarah Newcomb)

• Schwab IMPACT, Nov 4-7, San Francisco

11/11/19 10/29/19

• Retirement Plan Adviser Supplement (Q4) (Focus on Record-keepers)

• Charitable GivingStrategies

• Top Performing ETFs (Q3)



Kleinberg)• Technology (Ryan Neal)• Financial Literacy

• InvestmentNews Best Practices • Ad Effectiveness Study• InvestmentNews Top Advisory Firm

Summit, Nov. 13, Chicago

11/18/19 11/05/19• Women’s Issue• Women to Watch Awards

• Investment Perspectives Female Fund Managers


• Tax Planning• Diversity & Inclusion

• InvestmentNews Women Adviser Summit, Nov. 19, New York

• InvestmentNews Future of Financial Advice, Nov. 20, New York

11/25/19 11/12/19 • Emerging Markets Investing


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

12/02/19 11/19/19 • Diversity & Inclusion Profile


• Technology (Ryan Neal)• Fiduciary Corner

• Impact Investing Forum, Dec. 4-5, New York

12/09/19 11/26/19• Regional RIAs• Private Wealth Adviser



Kleinberg)• IRAs (Ed Slott)

12/16/19 12/03/19 • 2020 Outlook on Equities and Fixed Income


• Technology (Ryan Neal)• Tax Planning• Diversity & Inclusion

12/23/19 NO ISSUE

12/30/19 NO ISSUE

ISSUE DATE





ISSUEDATE

CLOSE DATE

SPECIAL REPORT COVER STORIES LISTS/RANKINGS COLUMNS CONFERENCES/EVENTS BONUS DESCRIPTIONS

01/06/20(Launch of

resized issue)12/17/19

• Cover: Investment Spotlight –Mohamed A. El-Erian

• 2020 Tax Strategy

• On Retirement• On Technology • Ad Effectiveness Study

01/13/20 12/31/19 Adviser Fintech: AI• On Advice• IRA Alert• Diversity & Inclusion

01/20/20 01/07/20 Behavioral Finance• On Retirement• On Technology• Financial Literacy

01/27/20 01/14/20 Top Independent Broker-Dealer Directory

Advisers on the Move (Q4)

• On Advice• On Social Media• Tax Planning

• Inside ETFs Conference, Jan 26-29, Hollywood, FL• FSI OneVoice, Jan 27-29, San Diego, CA• TD Ameritrade LINC, Jan. 29-31, Orlando

02/03/20 01/21/20 2020 Icons & Innovators • Behavioral Finance

02/10/20 01/28/20 • Roth Retirement Accounts• Private Wealth Adviser report

• On Advice• IRA Alert

• Investments & Wealth Institute Investment Advisor Forum, Feb 13-14, New York, NY

02/17/20 02/04/20 Election Preview• On Retirement• On Technology • T3 Advisor Conference, Feb 17-20, San Diego

02/24/20 02/11/20 • International Investing• College Planning

Largest variable annuity providers

• On Advice• Tax Planning

17Investmentnews.com

2020 EDITORIAL CALENDAR

ISSUEDATE

CLOSE DATE


03/02/20 02/18/20 Health-Care Planning• On Retirement• On Technology • Lipper Awards

03/09/20 02/25/20 Exchange-traded Funds• On Advice• IRA Alert • InvestmentNews Women to Watch, March 12, New York

03/16/20 03/03/20 RIA Trends• On Retirement• On Technology

• IRI Marketing Summit, (TBA)• InvestmentNews Women Adviser Summit, March 18,

Huntington Beach, CA

03/23/20 03/10/20 • Women in Investing• Fixed-income Investments


• ICI Mutual Funds and Investment Management Conference,Mar 22-25, Palm Desert, CA

• InvestmentNews RPA Aggregator, March 25 - 26, New York

03/30/20 03/17/20 • Business Development Planning Guide

• On Retirement• On Technology

04/06/20 3/24/20 Top Independent Broker Dealer Rankings and Profiles

Largest IBDs ranked by revenue & number of advisers

• On Advice• IRA Alert• Diversity & Inclusion

04/13/20 03/31/20 Separately Managed AccountsBest & Worst Performing Mutual Separately (Q1)

• On Retirement• On Technology• Financial Literacy

04/20/20 04/07/20 ESG InvestingInvestment Perspectives -ESG funds


• InvestmentNews Retirement Income Summit, Apr 20-21, Chicago, IL• InvestmentNews Women Adviser Summit, Apr 22, Chicago, IL

04/27/20 04/14/20 Best Places to Work for Financial Advisers

• On Retirement• On Technology• Behavioral Finance

• InvestmentNews Innovation Awards, Apr 30, New York


2020 EDITORIAL CALENDAR


2020 EDITORIAL CALENDARISSUEDATE

CLOSE DATE


05/04/20 04/21/20 Game changer: Cancer• On Advice• Fiduciary Corner

• FPA Retreat, May 4-7, Cedar Creek, TX• NAPFA Spring Conference, May 6-9 Denver, CO

05/11/20 04/28/20 • Retirement Income & Annuities• Retirement Plan Adviser Supplement Top-performing ETFs (Q1)

• On Retirement• On Technology• Fiduciary Corner

05/18/20 05/05/20 Innovation Issue• On Advice• IRA Alert • InvestmentNews RPA Broker-Dealer, May 19-20, New York

05/25/20 05/12/20 Fintech: Cybersecurity Advisers on the Move (Q1)• On Retirement• On Technology• Tax Planning

• Investments & Wealth Institute, Annual Conference, May 27-30, Boston, MA

• Peak Excell Conference, May 26-28, Las Vegas

06/01/20 05/19/20 • Election Outlook• Private Wealth Report

• On Advice• Behavioral Finance• IRA Alert

• Morningstar Investment Conference, Jun 3-5, Chicago• InvestmentNews Future of the Business, June 4, New York

06/08/20 05/26/20 Top RIA Rankings & Profiles• Largest RIA firms• Ranked by AUM

• On Retirement• On Technology

• Pershing INSITE (TBA)• AICPA, Jun 9-13, Las Vegas, NV

06/15/20 06/02/20 • Midyear Tax Planning• On Advice• IRA Alert • Ad Effectiveness Study

06/22/20 06/09/20 • On Retirement• On Technology

06/29/20 06/16/20 • 40 Under 40• Midyear Fund Manager Outlook

• On Advice• Tax Planning • InvestmentNews Women Adviser Summit, June 30, Boston



CLOSE DATE


07/06/20 No Issue

07/13/20 06/30/20 Diversity & Inclusion Issue Investment Perspectives -Alternatives

• On Retirement• On Technology• IRA Alert• Diversity & Inclusion

07/20/20 No Issue

07/27/20 07/14/20 • Mega RIAs focus• Retirement Plan Adviser supplement

Best & Worst Performing Mutual Funds (Q2)

• On Advice• Tax Planning• Financial Literacy

08/03/20 No Issue

08/10/20 07/28/20 Top-performing ETFs (Q2)

• On Retirement• On Technology• IRA Alert• Fiduciary Corner


08/17/20 No Issue

08/24/20 08/11/20 Custody Focus • Largest Clearing & Custodial Firms• Advisers on the Move (Q2)

• On Advice• Behavioral Finance• Tax Planning

08/31/20 No Issue



CLOSE DATE


09/07/20 08/25/20 • Election Preview (Presidential and Congressional)

• On Retirement• On Technology • IRI Marketing Summit (TBA)

09/14/20 09/08/20 Trust and Estate Planning• Largest Life Insurance

Companies• Largest LTC Carriers

• On Advice• IRA Alert

• InvestmentNews Diversity & Inclusion Awards, Sept 15, New York

• InvestmentNews RPA-Record Keeper, Sept 16-17, New York

09/21/20 09/08/20 Top Executive Profile• On Retirement• On Technology • Invest in Others, Sept 24, Boston

09/28/20 09/15/20 ESG Impact Investing• On Advice• Tax Planning

10/05/20 09/22/20 Invest in Others Awards (Finalists & Winners)

• On Retirement• On Technology • InvestmentNews Women Adviser Summit, Oct. 1, Denver

10/12/20 09/29/20 • Fintech: TAMPs• Private Wealth Adviser report

• IRA Alert• Behavioral Finance• Fiduciary Corner

• InvestmentNews RPA CIO, Oct. 6-7, New York

10/19/20 10/06/20 Social Security/Medicare• Best & Worst Performing

Mutual Funds (Q3)

• On Retirement• On Technology• Diversity & Inclusion

• NAPFA Fall Conference, Oct 21-24, Atlanta, GA• InvestmentNews Women Adviser Summit, Oct. 20,

San Francisco

10/26/20 10/13/20 InvestmentNews Performance Study• On Advice• Tax Planning • FPA National Conference (TBA)



CLOSE DATE SPECIAL REPORT COVER STORIES LISTS/RANKINGS COLUMNS CONFERENCES/EVENTS BONUS DESCRIPTIONS

11/02/20 10/20/20 • Emerging-markets Investing• Retirement Plan Adviser supplement

• On Retirement• On Technology• Financial Literacy

11/09/20 10/27/20 • Election Results, Adviser Impact• Strategies for Annuitization • Advisors on the Move (Q3)

• On Advice• IRA Alert• Fiduciary Corner

11/16/20 11/03/20 Adviser Fintech: AI • Top-performing ETFs (Q3) • On Retirement• On Technology

• InvestmentNews Top Advisory Firm Summit, Chicago (TBD)• InvestmentNews Women Adviser Summit, New York (TBD)

11/23/20 11/10/20 Women’s Issue• Investment Perspectives:

Female Fund Managers

• On Advice• Fiduciary Corner• Tax Planning

• InvestmentNews Future of Financial Advice, New York (TBD)

11/30/20 11/17/20 Exchange-traded Funds• On Retirement• On Technology • Schwab IMPACT (TBA)

12/07/20 11/24/20 • Business Development• Retirement Plan Adviser supplement

• On Advice• Behavioral Finance• IRA Alert

• Ad Effectiveness Study• InvestmentNews ESG & Impact Investing Forum, New York (TBD)

12/14/20 12/01/20 Regional RIA Rankings• On Retirement• On Technology • InvestmentNews RPA Fintech, New York (TBA)

12/21/20 12/08/20 Outlook 2021• On Advice• Tax Planning

12/28/20 No Issue

Documents

2019 EDITORIAL CALENDAR · • On Social Media • Tax Planning • Inside ETFs Conference, Jan 26-29, Hollywood, FL • FSI OneVoice, Jan 27-29, San Diego, CA • TD Ameritrade LINC,