Editorial Calendar
Download the Editorial Calendar PDF for 2008 and 2009 View the 2008 Bonus Distribution…
| Issue | Close Date | Special Reports • Editorial Focus | Columns | Bonus Distribution • Additional Opportunities |
|---|---|---|---|---|
| Jan 7 | Dec 21* | SPECIAL REPORT: Outlook 2008 | IRA Alert / Investment Strategies / Retirement Watch | |
| Jan 14 | Dec 2 | Tax Conscious Adviser / Practice Management | ||
| Jan 21 | Jan 8 | Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| Jan 28 | Jan 15 | SPECIAL REPORT: Independent Broker-Dealer Profiles | Marketing / Practice Management | FSI Broker-Dealer, Jan 28-30, Orlando, FL |
| WEBCAST: What Female Business Owners Want from Advisers – Feb 13 | ||||
| Feb 4 | Jan 22 | IRA Alert / Investment Strategies / Retirement Watch | IMCA Consultants, Feb 4-5, NYC TD Ameritrade, Feb 6-9, Orlando, FL |
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| Feb 11 | Jan 29 | Q4 2007 Separately Managed Accounts Ranking | Tax Conscious Adviser / Practice Management | RIIA Managing Retirement Income, Feb 11-13, Miami, FL |
| Feb 18 | Feb 5 | Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| Feb 25 | Feb 12 | SPECIAL REPORT: Variable Annuities | Marketing / Practice Management | NAVA – Marketing, Feb 24-27, La Quinta, CA IMCA Specialty, Feb 25-26, Lake Las Vegas, NV |
| Mar 3 | Feb 19 | IRA Alert / Investment Strategies / Retirement Watch | ||
| Mar 10 | Feb 26 | ROUNDTABLE: Regulation | Tax Conscious Adviser / Practice Management | ABA Managed Accounts, Mar 10-11, San Diego, CA ABA Wealth Mgnt & Trust, Mar 12-14, San Diego, CA |
| Mar 17 | Mar 4 | Fiduciary Corner / Investment Strategies / Retirement Watch | MMI, Mar 18-19, Boston, MA | |
| Mar 24 | Mar 11 | SPECIAL REPORT: Retirement Income | Succesion Planning / Marketing / Practice Management | InvestmentNews Retirement Income Summit, Mar 25-26, New York City |
| Mar 31 | Mar 18 | IRA Alert / Investment Strategies / Retirement Watch | ADVERTISING EFFECTIVENESS STUDY | |
| WEBCAST: Retirement Income Planning – April 22 | ||||
| April 7 | Mar 25 | ROUNDTABLE: Succession Planning | Tax Conscious Adviser / Practice Management | Lipper Fund Awards, April 9, NYC |
| April 14 | April 1 | Fiduciary Corner / Investment Strategies / Retirement Watch | Supplement: Lipper 2008 Fund Awards (Supplement Ad Close Date: Mar 25) |
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| April 21 | April 8 | Marketing / Practice Management | ||
| April 28 | April 15 | SPECIAL REPORT: Rankings of the Top Independent Broker-Dealers | IRA Alert / Investment Strategies / Retirement Watch | |
| WEBCAST: Surviving an SEC Audit – May 19 | ||||
| May 5 | April 22 | SPECIAL REPORT and ROUNDTABLE: Mutual Funds | Tax Conscious Adviser / Practice Management | NAAIM National, May 5-8, Irvine, CA ICI General Membership Meeting, May 7-9, Washington, DC |
| May 12 | April 29 | Q1 Separately Managed Accounts Ranking | Fiduciary Corner / Investment Strategies / Retirement Watch | NAPFA National, May 13-16, Long Beach, CA Royal Alliance NEC, May 14-18, Dallas, TX Going Independent Workshop, May 12, Jersey City, NJ; May 14, Chicago IL; May 16, Huntington Beach, CA |
| May 19 | May 6 | Marketing / Practice Management | IMCA Spring Professional Dev., May 18-20, New Orleans, LA SIFMA Independent Firms, May 21-22, Chicago, IL |
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| May 26 | May 13 | IRA Alert / Investment Strategies / Retirement Watch | ||
| WEBCAST: Real Estate Market Pulse – June 24 | ||||
| June 2 | May 20 | Tax Conscious Adviser / Practice Management | Pershing Insite 2008, June 4-6, Hollywood, FL | |
| June 9 | May 27 | InvestmentNews 10 Year Anniversary Issue | Succession Planning / Fiduciary Corner / Investment Strategies / Retirement Watch | SIFMA Technology Management, June 10-12, NYC |
| June 16 | June 3 | ROUNDTABLE: Technology | Marketing / Practice Management | |
| June 23 | June 10 | IRA Alert / Investment Strategies / Retirement Watch | ABA Forum for Fiduciaries, June 23-25, Chicago, IL Morningstar, June 25-27, Chicago, IL |
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| June 30 | June 17 | Tax Conscious Adviser / Practice Management | ||
| July 7 | June 24 | IN EXTRA (No Print – Online only) | Fiduciary Corner / Investment Strategies / Retirement Watch | |
| July 14 | July 1 | SPECIAL REPORT: Alternative Investments | Marketing / Practice Management | |
| July 21 | July 8 | IRA Alert / Investment Strategies / Retirement Watch | FPA NexGen, July 25-27, St. Cloud, MN | |
| July 28 | July 15 | SPECIAL REPORT: Clearing Firms | Tax Conscious Adviser / Practive Management | |
| Aug 4 | July 22 | Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| Aug 11 | July 29 | SPECIAL REPORT: Separately Managed Accounts | Marketing / Practice Management | |
| Aug 18 | Aug 5 | IRA Alert / Investment Strategies / Retirement Watch | ||
| Aug 25 | Aug 12 | SPECIAL REPORT: Exchange Traded Funds | Tax Conscious Adviser / Practive Management | ADVERTISING EFFECTIVENESS STUDY |
| WEBCAST: Retirement: Funding Long Term Care – Sept 16 WEBCAST: What to Say Now: Essential Communications in Difficult Times – Sept 23 |
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| Sept 1 | Aug 19 | Fiduciary Corner / Investment Strategies / Retirement Watch | NAPFA West, Sept 3-6, Denver, CO | |
| Sept 8 | Aug 26 | SPECIAL REPORT and SURVEY: Use of Insurance Products in Financial Plans/ Community Leadership Awards Nominees | Marketing / Practice Management | NAIFA Annual, Sept 6-10, San Diego, CA Community Leadership Awards Dinner, Sept 9, NYC |
| Sept 15 | Sept 2 | Succesion Planning / IRA Alert / Investment Strategies / Retirement Watch | ||
| Sept 22 | Sept 9 | Community Leadership Awards Winners | Tax Conscious Adviser / Practice Management | Schwab IMPACT, Sept 23-26, Atlanta, GA IMCA Professional Development, Sept 25-27, Denver, CO RIIA Annual Mtg & Awards Dinner, Sept 21-22, Boston, MA |
| Sept 29 | Sept 16 | SPECIAL REPORT: Structured Products | Fiduciary Corner / Investment Strategies / Retirement Watch | |
| WEBCAST: What this Crisis Means for Long-Term Investing – Oct 7 WEBCAST: The Art of Actively Trading ETFs – Oct 21 WEBCAST: Where to Find Sane Investments in Today’s Crazy Markets – Oct 23 |
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| Oct 6 | Sept 23 | SPECIAL REPORT and SURVEY: Industry Attitudes | Marketing / Practice Management | FPA Annual, Oct 4-7, Boston, MA NAVA Annual, Oct 5-7, Philadelphia, PA |
| Oct 13 | Sept 30 | ROUNDTABLE: Broker-Dealer of the Future | IRA Alert / Investment Strategies / Retirement Watch | CFDD Advisor Conference, Oct 13-15, Scottsdale, AZ SIFMA Small Firms Conference, Oct 15, TBA |
| Oct 20 | Oct 7 | SPECIAL REPORT and SURVEY: Investor Attitudes | Tax Conscious Adviser / Practice Management | |
| Oct 27 | Oct 14 | Fiduciary Corner / Investment Strategies / Retirement Watch | Supplement: Schwab IMPACT Post-Conference Report (Supplement Ad Close: Oct 14) |
|
| WEBCAST: What the New Administration Will Mean for Investors – Nov 5 WEBCAST: Transition Management: Valuing and Selling Your Practice – Nov 18 |
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| Nov 3 | Oct 21 | SPECIAL REPORT: 401(k) for Advisers | Marketing / Practice Management | Pershing Customer Conference, Nov 5-7, New York, NY |
| Nov 10 | Oct 28 | Q3 Separately Managed Accounts Ranking | IRA Alert / Investment Strategies / Retirement Watch | |
| Nov 17 | Nov 4 | SPECIAL REPORT: 2008 Tax Planner | Tax Conscious Adviser / Practice Management | Supplement: CFDD Post-Conference Report (Supplement Ad Close: Oct 28) |
| Nov 24 | Nov 11 | Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| WEBCAST: Tax Planner – Dec 2 | ||||
| Dec 1 | Nov 18 | Marketing / Practice Management | ||
| Dec 8 | Nov 21* | SPECIAL REPORT and ROUNDTABLE: Wirehouse/Regional Brokerage Firms | Succession Planning / IRA Alert / Investment Strategies / Retirement Watch | |
| Dec 15 | Dec 2 | 2008 Databook | ||
| Dec 22 | Dec 9 | IN EXTRA (No Print – Online only) | ||
| Dec 29 | Dec 16 | IN EXTRA (No Print – Online only) | ||
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