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.

Facts are that the financial advisers on Wall Street today or anywhere depending on which firm, what point in time - 85 to 88 percent male, and that is part of why investing for women they tell us feels unapproachable because they don't see people who look like them.

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.

Women tell us that they do feel patronized. They do feel like they don't have the time and the space to have their questions answered.

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

Greater diversity drives better business results.

Women tend to very much, very much think of money as a means to an end, not as an end in itself.