Industry-Leading Insights
See the Patterns. Pave the Way.
Sustained success doesn’t come from guessing: it comes from seeing patterns well before they become obvious. Our insights help you anticipate industry shifts, regulatory changes, and business trends so you can make intelligent decisions and take decisive action.
*Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.
Jun 22, 2026 | 1-Minute Read
The headlines don’t always tell the full story. In this Quarterly Mortgage Trends session, Seth Sprague, CMB, cuts through the noise to explain what’s really driving today’s mortgage market. Seth provides context behind the latest industry news and...
Video
When it comes to raising capital, private funds often look to Regulation...
Video
Watch our Q3 2025 Mortgage Trend Series webinar, where we break down the...
Video
Lender placed insurance, also known as force-placed insurance, comes into...
Article
Everything you need to know to launch a fund, from the experts. Few...
Article
Q2 origination volume and units reached levels we haven’t seen...
Article
On August 7, 2025, the White House issued an Executive Order aimed at...
Article
We’re excited to collaborate with industry experts at Crypto...
Video
Not all SOC reports are created equal. A high-quality report can boost...
Article
When a fire department needs new hoses, they have a choice. They could...
Video
Richey May and Arctic Wolf’s cyber experts recently hosted a...
Article
In today’s fast-moving mortgage landscape, organizations that...
Article
For most private funds, Regulation D provides two primary exemptions for...
Article
A major budget reconciliation bill was signed into law on July 4, 2025,...
Article
Ensuring compliance with mortgage accounting principles and best...
Video
If you work with third-party vendors, especially those handling financial...
Webinar
In the Q2 2025 Mortgage Trend Series webinar, mortgage leaders explore...
Article
Why Proper Business Intelligence and Benchmarking are Non-Negotiable in...
Article
Thinking about launching a fund? Welcome to an exciting opportunity, the...
Video
In the first episode of our new video series, The Subservicing Scene,...
Article
Side pockets have long been a valuable tool in fund management,...
Article
Your Q1 2025 RM Select Snapshot is here, with fresh industry data you...
Video
Not sure whether your organization needs a SOC 1 or SOC 2 report? This...
Article
The 2025 tax filing season has come to a close. However, there are some...
Article
In general, The Custody Rule (Rule 206(4)-2) requires that advisers...