2009 Editorial Calendar
| Issue | Close Date | Special Reports • Editorial Focus | Columns | Bonus Distribution • Additional Opportunities | |
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| Jan 5 | Dec 16* | SPECIAL REPORT: Outlook 2009 | IRA Alert / Investment Strategies / Retirement Watch | ||
| Jan 12 | Dec 30 | Tax Conscious Adviser / Practice Management | IMCA Consultants Conf., Jan 12-13, NYC | ||
| Jan 19 | Jan 6 | Fiduciary Corner / Investment Strategies / Retirement Watch | |||
| Jan 26 | Jan 13 | SPECIAL REPORT: Independent Broker-Dealer Profiles | Marketing / Practice Management | FSI Broker-Dealer, Jan 28-30, San Antonio, TX | |
| WEBCAST FEBRUARY 10: Using ETFs to build client portfolios | |||||
| Feb 2 | Jan 20 | IRA Alert / Investment Strategies / Retirement Watch | TD Ameritrade, Feb 4-7, Las Vegas, NV | ||
| Feb 9 | Jan 27 | Tax Conscious Adviser / Practice Management | RIIA Managing Retirement Income, Feb 9-12, Boston, MA | ||
| Feb 16 | Feb 3 | Q4 2008 Separately Managed Accounts Rankings & Commentary | Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| Feb 23 | Feb 10 | SPECIAL REPORTS: Variable Annuities/ Wealth Management: Pheonix | Marketing / Practice Management | NAVA - Marketing, Feb 22-24, New York, NY |
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WEBCAST MARCH 11: How to Manage a Fee Based Practice in the Face of Declining Revenues WEBCAST MARCH 24: Successful strategies for buying and selling your practice | |||||
| Mar 2 | Feb 17 | IRA Alert / Investment Strategies / Retirement Watch | |||
| Mar 9 | Feb 24 | ROUND TABLE: Regulation | Tax Conscious Adviser / Practice Management | FPA/InvestmentNews Tech. Expo, Mar 9, Chicago, IL IMCA Specialty, Mar 9-10,San Antonio, TX ABA Wealth Mgnt & Trust, Mar 11-13, San Francisco, CA |
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| Mar 16 | Mar 3 | Fiduciary Corner / Investment Strategies / Retirement Watch | **MMI - TBD | ||
| Mar 23 | Mar 10 | Succesion Planning / Marketing / Practice Management | |||
| Mar 30 | Mar 17 | SPECIAL REPORTS: Retirement Income/ Community Leadership | IRA Alert / Investment Strategies / Retirement Watch | InvestmentNews Retirment
Income Summit, Mar 30-31, NYC Lipper Fund Awards, April 2, NYC |
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WEBCAST APRIL 7: Maximizing Retirement Income - NOW |
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| April 6 | Mar 24 | Tax Conscious Adviser / Practice Management | |||
| April 13 | March 31 | SPECIAL REPORT: Green Investing | Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| April 20 | April 7 | SUPPLEMENT: Technology Solutions | Marketing / Practice Management | ||
| April 27 | April 14 | SPECIAL REPORT: Independent Broker-Dealer Rankings | IRA Alert / Investment Strategies / Retirement Watch | InvestmentNews Going Independent Workshops, Apr 27, FL; Apr 29, PA; May 1, CA | |
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WEBCAST MAY 6: Webcast Series: Test Your Emotional Intelligence: How behavioral finance can help you deal with high-net worth clients WEBCAST MAY 19: Surviving an SEC Audit after Madoff WEBCAST May 26: Investment Strategies Series - Part 1: What This Crisis Means for Long-Term Investing: Another Look |
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| May 4 | April 21 | ROUND TABLE: Mutual Funds | Tax Conscious Adviser / Practice Management | IMCA Spring Prof. Dev., May 3-5, San Diego, CA ICI General Membership Meeting, May 6-8, Washington, DC |
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| May 11 | April 28 | Fiduciary Corner / Investment Strategies / Retirement Watch | |||
| May 18 | May 5 | Q1 Separately Managed Accounts Rankings and Commentary | Marketing / Practice Management | ||
| May 25 | May 12 | IRA Alert / Investment Strategies / Retirement Watch | Morningstar, May 27-29, Chicago, IL | ||
| WEBCAST JUNE 9: Practice Management Series - Part 2: 50 Cost-Saving Ideas in 50 Minutes WEBCAST JUNE 16: Investment Strategies Series - Part 2: Looking for Yield WEBCAST JUNE 24: Investment Strategies Series - Part 3: Weighing the Alternatives |
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| June 1 | May 19 | SPECIAL REPORT: Top RIA Rankings | Tax Conscious Adviser / Practice Management | NAPFA National, June 2-6, National Harbor, MD Pershing INSITE 2009, June 3-5, Hollywood, FL |
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| June 8 | May 26 | SPECIAL REPORT: Long-Term Care | Succession Planning / Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| June 15 | June 2 | IRA Watch / Investment Strategies / Retirement Watch | |||
| June 22 | June 9 | Marketing/ Practice Management | SIFMA Technology Mgmt, June 23-25, New York, NY | ||
| June 29 | June 16 | Tax Conscious Adviser / Practice Management | |||
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WEBCAST JULY 14: Practice Management Series - Part 3: Using Social Media to Market Your Practice WEBCAST JULY 28: Mid-Year Outlook: What's in store for the economy and the markets? |
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| July 6 | June 23 | IN EXTRA (No Print - Online only) | |||
| July 13 | June 30 | SPECIAL REPORT: Clearing Firms | Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| July 20 | July 7 | Marketing / Practice Management | |||
| July 27 | July 14 | IRA Alert / Investment Strategies / Retirement Watch | |||
| WEBCAST AUGUST 4: Long-Term Care |
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| Aug 3 | July 21 | IN EXTRA (No Print - Online only) | |||
| Aug 10 | July 28 | SPECIAL REPORT: Real Estate | Tax Conscious Adviser / Practice Management | ||
| Aug 17 | Aug 4 | SPECIAL REPORT: Separately Managed Accounts with Q2 Rankings & Commentary | Fiduciary Corner / Investment Strategies / Retirement Watch | ADVERTISING EFFECTIVENESS STUDY ABA Advanced Trust Forum, Aug 19-21, Boston, MA |
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| Aug 24 | Aug 11 | Marketing / Practice Management | |||
| Aug 31 | Aug 18 | IN EXTRA (No Print - Online only) | IRA Alert / Investment Strategies / Retirement Watch | ||
| WEBCAST: Trusts & Estates - Date TBA |
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| Sept 7 | Aug 25 | Tax Conscious Adviser / Practice Management | |||
| Sept 14 | Sept 1 | SPECIAL REPORT and SURVEY: Use of Insurance Products in Financial Plans | Fiduciary Corner / Investment Strategies / Retirement Watch | NAIFA Annual, Sept 12-16, Orlando, FL Schwab IMPACT, Sept 13-16, San Diego, CA |
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| Sept 21 | Sept 8 | Marketing / Practice Management | NAVA Annual, Sept 20-22, Boston, MA | ||
| Sept 28 | Sept 15 | SPECIAL REPORT: Alternative Investments | Succesion Planning / IRA Alert / Investment Strategies / Retirement Watch | IMCA Professional Development, Oct 1-3, Atlanta, GA Community Leadership Awards, Sept 30, NYC |
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| Oct 5 | Sept 22 | Tax Conscious Adviser / Practice Management | CFDD, Oct 5-7, Scottsdale, AZ RIIA Annual Mtg & Awards, Oct 5-6, Boston, MA |
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| Oct 12 | Sept 29 | SPECIAL REPORT: Industry Attitudes | Fiduciary Corner / Investment Strategies / Retirement Watch | FPA Annual, Oct 10-13, Anaheim, CA | |
| Oct 19 | Oct 6 | Marketing / Practice Management | Supplement: Schwab IMPACT Post-conference Report | ||
| Oct 26 | Oct 13 | SPECIAL REPORT: Investor Attitudes | IRA Alert / Investment Strategies / Retirement Watch | NAPFA West, Oct 28-31, Scottsdale, AZ | |
| WEBCAST NOVEMBER 17: Tax Planning | |||||
| Nov 2 | Oct 20 | Tax Conscious Adviser / Practice Management | |||
| Nov 9 | Oct 27 | SPECIAL REPORT: Tax Planning | Fiduciary Corner / Investment Strategies / Retirement Watch | NAPFA Northeast/Mid-Atlantic, Nov 10-13, Orlando, FL Supplement: CFDD Post-conference Report |
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| Nov 16 | Nov 3 | ROUND TABLE: Technology Q3 Separately Managed Accounts Rankings & Commentary |
Marketing / Practice Management | ||
| Nov 23 | Nov 10 | IRA Alert / Investment Strategies / Retirement Watch | |||
| Nov 30 | Nov 17 | ROUND TABLE: Exchange Traded Funds | Tax Conscious Adviser / Practice Management | ||
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WEBCAST DECEMBER 8: 2010 Forecast WEBCAST DECEMBER 17: ETFs Level 2 |
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| Dec 7 | Nov 20* | SPECIAL REPORT: Top RIA Rankings | Fiduciary Corner / Investment Strategies / Retirement Watch | ||
| Dec 14 | Dec 1 | Succession Planning / Marketing / Practice Management | |||
| Dec 21 | Dec 8 | Databook 2009 | |||
| Dec 28 | Dec 15 | IN EXTRA (No Print - Online only) | |||