Updated Monday, September 22, 2014 as of 4:22 PM ET

Five Questions with Robert J. Ellis

As the advisor force ages, firms are faced with the challenge of recruiting and training the next generation. Wealth advisor Robert J. Ellis, who is also an assistant professor of finance and international business at Ithaca College, believes his wealth management seminar, which debuted last fall, could be part of the solution. He tells Associate Editor Mason Braswell how his new undergraduate course could change the wealth management demographic.

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