2023 Editorial Calendars

Editorial Calendars

Wealth Management

Wealth Management magazine is distributed quarterly in print  and digital version, total distribution of 198k.

Regular features include Industry News, Investment Coverage/Columnists, ETF Scoreboard, Practice Management Advice/Columnists, Wealth Planning, Special Reports & Cover Stories, RIA News, Tech Bites, Comings and Goings, Community including Editors Letter and The Puzzler

Issue Theme Sub-theme Special Coverage Important Dates
Q1 Financial Planning
  • Trends in models of financial advice
  • The rise of FinPsych – advisors turn to financial therapists
  • RIA Edge 100
  • WMRE: Real Estate trends and opportunities
  • Ad close: 2/2
  • Material due: 2/9
  • Mail date: 3/2
Q2 Investment Trends
  • Advisor trends in investment products
  • ESG
  • Direct indexing
  • How advisors find/use alternative investments and model portfolios
  • Return of active management
  • Value of advice
  • The new custodians
  • OSJs evolve to RIAs
  • Millennial clients
  • Top Advisor Podcasts
  • WMRE: Real Estate trends and opportunities
  • Ad close: 5/5
  • Material due: 5/12
  • Mail date: 6/1
Q3 Paths to Growth
  • Digital marketing platform trends
  • Advisors adapt to new SEC marketing rules
  • Trends in RIA M&A
  • The biggest buyers
  • Advisor service expansion – trusts, taxes and health
  • Wealth Management EDGE Coverage
  • Wealthies Finalists
  • WMRE: Real Estate trends and opportunities
  • Ad close: 8/3
  • Material due: 8/10
  • Mail Date: 8/31
Q4 Future Trends in Business of Advice / HNW Planning
  • Investor/ownership trends in wealth management
  • Hiring processes and talent acquisition
  • Diversity and inclusion initiatives
  • Ten to Watch
  • Top Books for Advisors
  • WMRE: Real Estate trends and opportunities
  • Ad close: 11/20
  • Material due: 11/29
  • Mail date: 12/14
Trusts & Estates

Trusts & Estates is distributed to 42k estate planners, lawyers and financial professionals 11 times per year.

Issue Committee Report Topics Monthly Highlights Important Dates
January Year in Review
  • Annual feature with reports from the T&E editorial Committees
  • State of the States (overview of news laws in various states)
  • Best Situs for DAPTs in 2023
  • Tax Year in Review 2022 Supplement by David Handler and the lawyers at Kirkland Ellis
  • Ad close: 12/2
  • Material due: 12/19
  • Mail date: 12/28
February The Modern Practice
  • Strategies attorneys should use to increase business, work successfully and communicate with their clients
  • Special Report: Valuations
  • Tax Law Update
  • Philanthropy Column
  • Tips From the Pros
  • Ad close: 1/10
  • Material due: 1/17
  • Mail date: 2/1
March Family Businesses
  • A look at various issues affecting family businesses
  • Ad close: 2/3
  • Material due: 2/10
  • Mail Date: 2/28
April Insurance
  • Strategies on the use of insurance in estate planning
  • Special Report: Art, Auctions & Antiques
  • Tax Law Update
  • Philanthropy Column
  • Tips From the Pros
  • Ad close: 3/6
  • Material due: 3/13
  • Mail date: 3/28
April Future
  • Investor/ownership
  • Ten to Watch
  • Ad close: 11/20
  • Material due: 11/29
  • Mail date: 12/14
May The Fiduciary Professions
  • Articles geared to professional trustees, including an overview of recent court cases affecting trustees
  • Tax Law Update
  • Philanthropy Column
  • Tips From the Pros
  • Ad close: 11/20
  • Material due: 11/29
  • Mail date: 12/14
June Retirement Benefits
  • Articles on the rules surrounding IRAs and other retirement vehicles
  • Special Report: Review of Reviews
  • Tax Law Update
  • Philanthropy Column
  • Tips From the Pros
  • Ad close: 5/9
  • Material due: 5/16
  • Mail date: 6/1
July/August Elder Care & Ultra-High-Net-Worth Families & Family Offices
  • Strategies for helping elderly clients with estate planning and avoiding elder financial abuse
  • Issues pertaining to UHNW clients and those who have single or multi-family offices
  • Tax Law Update
  • Philanthropy Column
  • Tips From the Pros
  • Ad close: 7/5
  • Material due: 7/11
  • Mail date: 7/26
September Domestic Relations
  • The interplay between estate planning and domestic relations (e.g., divorce, blending families)
  • Tax Law Update
  • Philanthropy Column
  • Tips From the Pros
  • Ten to Watch
  • Ad close: 8/9
  • Material due: 8/16
  • Mail date: 8/31
October Philanthropy
  • Our special charitable giving issue
  • Tax Law Update
  • Philanthropy Column
  • Tips From the Pros
  • Ad close: 9/6
  • Material due: 9/13
  • Mail date: 9/28
November International Practice
  • How to help international clients or U.S. clients with international assets
  • Tax Law Update
  • Philanthropy Column
  • Tips From the Pros
  • Ad close: 10/10
  • Material due: 10/17
  • Mail date: 11/1
December Committee Report: Estate Litigation
  • Issues involving estate disputes that end up in court
  • Special Report: Review of Reviews, Tax Law Update, Philanthropy Column, Tips From the Pros
  • Ad close: 11/20
  • Material due: 11/29
  • Mail date: 12/14

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