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.

The Subservicing Scene: Fannie Mae Requirements for Master Servicer Oversight

The Subservicing Scene: Fannie Mae Requirements for Master Servicer Oversight

Mar 12, 2026 | 3-Minute Read

In this episode of The Subservicing Scene, Mignonne Davis (Director, Risk & Compliance) and Jenifer Hughes (Manager, Risk & Compliance) break down a critical responsibility for institutions working with subservicers: Fannie Mae Master...

The Subservicing Scene: Private Mortgage Insurance Removal Requirements

The Subservicing Scene: Private Mortgage Insurance Removal Requirements

In this episode of The Subservicing Scene, Mignonne Davis and Jen Hughes...

Optimizing Mortgage Servicing: Finding the Right Balance Between Control and Scalability

Optimizing Mortgage Servicing: Finding the Right Balance Between Control and Scalability

As the mortgage industry adapts to rising borrower expectations,...

Q3 2025 RM Select Snapshot for Independent Mortgage Bankers

Q3 2025 RM Select Snapshot for Independent Mortgage Bankers

Year-to-date production volume remains strong—up 16% from 2024 with 13%...

The Servicing Decision: Aligning Strategy with Identity, Scale, and Risk

The Servicing Decision: Aligning Strategy with Identity, Scale, and Risk

In today’s mortgage market, loan servicing has evolved far beyond an...

SOC Reports Explained: A Guide for Fund Service Providers

SOC Reports Explained: A Guide for Fund Service Providers

The alternative investments industry faces an ever-growing list of...

The Subservicing Scene: Servicing Quality Control Testing

The Subservicing Scene: Servicing Quality Control Testing

In the newest episode of The Subservicing Scene, Mignonne Davis and Jen...

Why Routine Penetration Testing Isn’t Enough: Red & Purple Teams Take Security to the Championship

Why Routine Penetration Testing Isn’t Enough: Red & Purple Teams Take Security to the Championship

In today’s rapidly evolving cyber landscape, the game has changed, and so...

What’s Deductible: M&E Guidance for Mortgage Leadership

What’s Deductible: M&E Guidance for Mortgage Leadership

As year-end approaches, mortgage companies are planning holiday...

Guide: Venture Capital Fair Value Best Practices Under ASC 820

Guide: Venture Capital Fair Value Best Practices Under ASC 820

Our team has prepared a companion guide for venture capital funds to go...

Digital Asset Fund Management: From Wild West to Wall Street Standards

Digital Asset Fund Management: From Wild West to Wall Street Standards

In this exclusive interview with Crypto Insights Group, Richey May...

Guide: Cryptocurrency Fair Value Best Practices Under ASC 820

Guide: Cryptocurrency Fair Value Best Practices Under ASC 820

Our team has prepared a companion guide for cryptocurrency funds to go...

The Subservicing Scene: Consumer Complaints & Requests for Information

The Subservicing Scene: Consumer Complaints & Requests for Information

In the latest episode of The Subservicing Scene, Mignonne Davis and Jen...

The Human Edge in Capital Raising: How (and When) to Use AI in Your Pitchbook

The Human Edge in Capital Raising: How (and When) to Use AI in Your Pitchbook

By Richey May & Co. | Featuring ImageArb In a world where artificial...

Preparing for Audit Season: Key Financial Reporting Priorities for a Smooth Audit

Preparing for Audit Season: Key Financial Reporting Priorities for a Smooth Audit

As audit season approaches, institutions again turn inward: reviewing key...

Converging Excellence: A New Chapter Begins

Converging Excellence: A New Chapter Begins

September 2025 marked a defining moment in our history. Five respected...

The Subservicing Scene: Adjustable Rate Mortgages

The Subservicing Scene: Adjustable Rate Mortgages

In the latest episode of The Subservicing Scene, Richey May’s Mignonne...

The Ultimate Guide to ASC 820: Fair Value Standards for Alternative Investments

Article, Whitepaper

The Ultimate Guide to ASC 820: Fair Value Standards for Alternative Investments

How should hedge funds apply the art of fair value under ASC 820?...

SOC Simplified: How a Quality SOC Report Makes You More Competitive

SOC Simplified: How a Quality SOC Report Makes You More Competitive

In this episode of our SOC Simplified series, we discuss how a strong SOC...

Capital Raising Education Series: Rule 506b vs 506c

Capital Raising Education Series: Rule 506b vs 506c

When it comes to raising capital, private funds often look to Regulation...

Q3 2025 Mortgage Trend Series: Beneath the Big Beautiful Bill

Q3 2025 Mortgage Trend Series: Beneath the Big Beautiful Bill

Watch our Q3 2025 Mortgage Trend Series webinar, where we break down the...

The Subservicing Scene: Lender Placed Insurance

The Subservicing Scene: Lender Placed Insurance

Lender placed insurance, also known as force-placed insurance, comes into...

How to Launch a Fund for Long-Term Success

How to Launch a Fund for Long-Term Success

Everything you need to know to launch a fund, from the experts. Few...

Q2 2025 RM Select Snapshot for Independent Mortgage Bankers

Q2 2025 RM Select Snapshot for Independent Mortgage Bankers

Q2 origination volume and units reached levels we haven't seen since...

Democratizing 401(k) Access to Alternative Assets: What Fund Managers Should Know

Democratizing 401(k) Access to Alternative Assets: What Fund Managers Should Know

On August 7, 2025, the White House issued an Executive Order aimed at...

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