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- The 2018 Fidelity Talent and Diversity Study. The 2018 Fidelity Talent and Diversity Study was conducted in two phases. Phase 1: The 2018 Fidelity Talent and Diversity Study was conducted with Fidelity's Financial Advisor Community (FAC), an online blind survey panel (Fidelity not identified) managed by an independent firm not affiliated with Fidelity Investments. The study was fielded from March 27th through April 4th, 2018. 464 active panelists completed the study. The advisors on the panel manage or advise upon client assets either individually or as a team and work primarily with individual investors. Advisor firm types included a mix of banks, independent broker-dealers, insurance companies, regional broker-dealers, RIAs, and national brokerage firms (commonly referred to as wirehouses), with findings weighted to reflect industry composition. The results of the study are weighted to reflect the target populations based on channel and AUM, according to Cerulli data. Phase 2: Qualitative research was fielded August 1 through August 8, 2018 in three cities (Boston, Chicago, and San Francisco). Participants included 25 financial advisors. Participants included a mix of genders, ethnicities, sexual orientation, industry tenures, firm types, and career paths.