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.

Specifically, the group focused on questions about which kinds of financial products should be allowed on the market. Fixed-index annuities and other products with increased complexity were debated from a practical and moral standpoint. 

Read the full 2016 Forum report here.

Specifically, the group discussed how the desire of a company to increase profits can sometimes conflict with its ethical duty to clients and the public. Additionally, attention was paid to whether corporations should abide by simply the letter or also the spirit of the agreements they make with clients. 

Read the full 2017 Forum report here.

Specifically, the group looked into issues surrounding the increasing use of algorithm-driven technology in financial services and how it could create unforeseen and harmful biases. The discussion also included an examination of human moral intuition versus purely data-driven decision-making. 

Read the full 2018 Forum report here.

Specifically, the group examined how current controversial social issues play a role in business decisions. They also discussed how companies and employees can stay true to their own values and codes of ethics while maintaining a profitable business. 

Read the full 2019 Forum report here.