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Meet Frank – The AI That’s Redefining Financial Advice

Meet Frank, the AI-first financial advisor for the middle class. This post shows how he’s bringing accessible, personalized financial advice to more people."

Alok Deshpande

July 11, 2025

Meet Frank – The AI That’s Redefining Financial Advice
Frank vs. Robo-Advisors: What’s the Real Difference?

Frank vs. Robo-Advisors: What’s the Real Difference?

This post explores the real difference between robo-advisors and Frank, and what that means for your financial planning.

Christine Nero

August 13, 2025

Should You Do a Roth Conversion? Here’s How to Think About It

Should You Do a Roth Conversion? Here’s How to Think About It

What is a Roth conversion and when does it make sense? Explore the benefits, risks, and tax considerations of moving funds into a Roth IRA.

Alok Deshpande

August 4, 2025

Why Frank Is More Advanced Than ChatGPT for Financial Advice

Why Frank Is More Advanced Than ChatGPT for Financial Advice

Why is Frank more advanced than ChatGPT for financial advice? This post explains how Frank surpasses general-purpose AI to deliver safe, compliant, and highly personalized guidance.

Christine Nero

July 31, 2025

Frank Is More Than a Fintech Tool—He’s a Proactive Financial Advisor

Frank Is More Than a Fintech Tool—He’s a Proactive Financial Advisor

This post explains why Frank isn’t another DIY finance platform. With connected accounts, proactive insights, and adaptive conversations, he acts as your financial partner.

Christine Nero

July 30, 2025

How Frank Validates Every Financial Answer (So You Don’t Have To)

How Frank Validates Every Financial Answer (So You Don’t Have To)

Learn how Frank’s validation system works, with built-in checks and safeguards that ensure every financial answer adheres to SEC compliance and fiduciary standards.

Stuart Lawder

July 22, 2025

The Hidden Costs of Traditional Financial Advice (And Why Frank Doesn't Play That Game)

The Hidden Costs of Traditional Financial Advice (And Why Frank Doesn't Play That Game)

A quick guide to hidden financial advising fees, from insurance commissions to investment fund costs.

Ryan McPherson

July 17, 2025

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© 2025 All Rights Reserved. Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The advice, content, data, guidance, and/or information provided by Frank (collectively, Frank’s content) is based on user inputs, connected accounts, and Frank’s models and research. Frank’s content may contain errors and/or be outdated, and accordingly, Frank’s content should be carefully checked and verified by users prior to use or reliance. Any use or reliance on Frank’s content is at the user’s sole risk. We do not accept, assume, and/or agree to, and we expressly disclaim, any and all responsibility and/or liability for the use of, and/or reliance upon, Frank’s content. Without limiting the foregoing, Frank's content is not, and may not be construed as, legal and/or tax advice. Furthermore, all investing involves potential risk of loss, including the possible loss of principal. Past investment performance is not indicative of future investment performance.