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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.
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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
How to Avoid Health Insurance Gaps If You Retire Before Medicare

How to Avoid Health Insurance Gaps If You Retire Before Medicare

Retiring before 65? Learn how to bridge the health insurance gap with strategies like COBRA, ACA coverage, and careful budgeting for medical costs.

Alok Deshpande

July 12, 2025

Meet Frank – The AI That’s Redefining Financial Advice

Meet Frank – The AI That’s Redefining Financial Advice

Meet Frank, the AI-first financial advisor for the middle class. Read on to learn how Frank is bringing accessible, personalized financial advice to more and more people.

Alok Deshpande

July 11, 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 Frank’s content may contain errors and/or be outdated, and accordingly, Frank’s content should be carefully checked and verified by users prior to use or reliance.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.