Wealth firms are losing talent and up to 20% of business because of gaps in their tech, exclusive data shows. Here's what they can do to improve.

· Financial advisers are likely to switch firms in search of better tech if their current firm does not offer adequate tools, a new survey of around 250 advisers and financial planners has found.  
· After polling around 250 advisers in the US and Canada, the financial-technology solutions firm Broadridge found 77% of...