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Introducing Frank: Your New Financial Best Friend

Frank is a new kind of financial advisor that brings your accounts together, alerts you when something needs attention, and helps you make confident financial decisions.

Christine Nero

January 14, 2026

Introducing Frank: Your New Financial Best Friend
Frank Monitors: Smarter Financial Alerts for Real Life

Frank Monitors: Smarter Financial Alerts for Real Life

Learn more about Frank's AI-powered financial alerts that keep an eye on your money and help you act fast when your finances change.

Stuart Lawder

November 6, 2025

The Future of Financial Advice: Introducing Adaptive Advising

The Future of Financial Advice: Introducing Adaptive Advising

Discover how adaptive advising is redefining financial advice — combining AI precision and human insight to deliver guidance that evolves with your life.

Christine Nero

September 19, 2025

Frank vs. Robo-Advisors: Why You Need an AI Financial Advisor for Comprehensive Planning

Frank vs. Robo-Advisors: Why You Need an AI Financial Advisor for Comprehensive Planning

Explore 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

Learn when a Roth conversion makes sense, how much it costs, and hidden impacts on Medicare and Social Security.

Alok Deshpande

August 4, 2025

Manage Your FInances and Get Proactive Advice – All in One Place

Manage Your FInances and Get Proactive Advice – All in One Place

Frank isn’t just another AI financial platform. With connected accounts, proactive insights, and adaptive conversations, he’s your intelligent financial partner.

Christine Nero

July 30, 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). Registration with the Securities and Exchange Commission does not imply a certain level of skill or training. 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.