We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future.

In this first segment, she speaks with Stephen Horan. Stephen is an Executive Director for Financial Planning Review, and Director for Master of Science in Finance & Investment Management at the University of North Carolina Wilmington. They speak about the practical approach that can be taken for ESG investing, they also discuss ESG ratings. Why are ESG ratings unreliable? How can advisors have an effective conversation with their clients?