Specifically, the group discussed what is needed to run an ethical business in the financial services industry. Topics included processes, incentives, and responses to current hot-button trends. 

Read the full 2001 Forum report here.

Specifically, the group talked about whether a strong ethical framework within a business could translate into more powerful outcomes for that business. Hiring and poaching agents from competing companies was also discussed. 

Read the full 2002 Forum report here.

Specifically, the group discussed multiple scenarios of ethical quandaries and how they could be resolved. These included hiring and firing of relatives, company-owned life insurance payouts, and focus on shareholder values. 

Read the full 2003 Forum report here.

Specifically, the group tackled the question of when and how annuity sales are ethical in the financial services industry. Other problems, including hiring and firing practices and corporate retaliation, were also brought up. 

Read the full 2004 Forum report here.

Specifically, the group examined practices that are intended to quell competition in a given space and whether they are ever justified and ethical. Contemporary American business values played a large part in the discussion. 

Read the full 2005 Forum report here.

Specifically, the group discussed whether life settlement arrangements were a threat to the life insurance industry. Issues of corporate responsibility to shareholders and the public were also brought up. 

Read the full 2006 Forum report here.

Specifically, the group talked about who is responsible for the ramifications of financial decisions: consumers, or the advisors or companies they work with. Considerations of who should be morally culpable in cases of ethically gray transactions were the heart of the conversation. 

Read the full 2007 Forum report here.

Specifically, the group once again tackled the question of life settlements and how they can be used ethically by financial services providers. Differences between executive ethical outlooks and how to resolve them were also discussed. 

Read the full 2008 Forum report here.