Patrick Daniel

Patrick Daniel is the vice president of advisor digital solutions at Commonwealth Financial Network. In this role, he engages with the firm's community, including advisors and their staff, home office employees, advisors’ clients, and business and technology partners, to advocate for and promote Commonwealth’s technology platform. He works with these same groups to build awareness and understanding of the product value, strategy, and vision.

Patrick Daniel
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Tech adoption isn’t one‑size‑fits‑all: 4 steps to bring the right change to your firm
OPINION FEB 20, 2026
Tech adoption isn’t one‑size‑fits‑all: 4 steps to bring the right change to your firm

As complexity in wealth management surges, advisory firms that pair intentional change management with smart technology will gain a decisive edge.