When I started on Wall Street, there was pretty good diversity in those junior ranks. And you know what? It hasn't made it to the top.

Men tend to leave their financial adviser at a single-digit-percent rate in any given year. And women leave their husband and their joint financial adviser in the year after their spouse's death at a rate of greater than 70 percent - seven-zero.

I want to buy a house. I want to retire well. I want to have baby.

You have six math Ph.D. Caucasian gentlemen from the Northeast of the country, great. You put one more in the mix, you haven't added much. It's only when you add something different that you really are able to accomplish more.

Companies that put a mandated parental leave in place save money in the first year, FIRST YEAR. Because they don't have to hire to replace the woman.

When I started on Wall Street, there was pretty good diversity in those junior ranks. And you know what? It hasn't made it to the top.

Emerging investors want to invest differently. They want to have their dollars - their investment dollars - do double duty.