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.

Specifically, the group discussed how to make the industry and products more transparent for potential clients. The importance of maintaining an ethical culture was also discussed. 

Read the full 2009 Forum report here.

Specifically, the group examined ethical issues surrounding executive pay and who should define executive compensation. The changing roles of corporate boards were also discussed. 

Read the full 2010 Forum report here.

Specifically, the group focused on predatory mortgage rules that may have contributed to the 2008 financial crisis. Proper regulation for the industry was also discussed. 

Read the full 2011 Forum report here.

Specifically, the group examined how the current financial services industry often doesn't serve the best interests of middle-market consumers. Methods to increse incentives for service to this community were primary focus of discussion. 

Read the full 2012 Forum report here.

Specifically, the group tackled the question of how persistently low interest rates were impacting confidence in the financial services industry. Transparency with consumers was also a main point of the discussion. 

Read the full 2013 Forum report here.

Specifically, the group tackled the question of how to build trust in the financial services industry, and whether government regulation is helping to steer it toward a more ethical alignment. Career transitions and accounting dilemmas were also discussed. 

Read the full 2014 Forum report here.

Specifically, the group tackled the issue of elder care and what duty advisors have to their elderly clients. A case study in which several children were potentially taking financial advantage of a parent with diminished decision-making capacity was prominently featured. 

Read the full 2015 Forum report here.