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.
Oct 14, 2026 | 5-Minute Read
For fund CFOs, COOs, and controllers, protecting returns means looking beyond income tax. Sales and use tax can create overlooked costs in a management company's operations and, for private equity and venture capital fund managers, in the portfolio...
Article
For fund CFOs, COOs, and controllers, protecting returns means looking...
Video
Artificial intelligence is generating significant interest across the...
Article
For mortgage lenders, the retained-versus-released decision can appear to...
Article
On October 1, 2026, the SEC's Division of Examinations (EXAMS) published...
Video
Escrow administration is a critical part of the servicing lifecycle, with...
Video
Mergers and acquisitions often appear to hinge on valuation, deal terms,...
Video
Compliance is becoming more complex as regulations evolve, AI governance...
Article
Of all the questions we field on fair value measurement, the ones that...
Article
California’s Regulatory Structure Shapes the Compliance Approach Unlike...
Video
For many mortgage company owners, the business is their largest asset. ...
Article
Richey May is one of the top 50 accounting and advisory firms in the...
Article
On September 17, 2026, the Securities and Exchange Commission issued an...
Video
Foreclosure is often treated as a legal or administrative process. For...
Video
In today's mortgage banking environment, merger and acquisition activity...
Article
In our recent article, State-by-State Scrutiny: What Title & Escrow...
Video
Most forecasts pointed toward a more favorable rate environment in 2026...
Article
On August 18, 2026, the SEC proposed new rules titled "Regulation Crypto...
Article
The regulatory landscape for commodity pool operators and commodity...
Article
Independent Mortgage Banks rarely question whether an independent AML...
Article
The Financial Crimes Enforcement Network (FinCEN) has finalized the rule...
Video
Recruiting and retaining high-performing loan originators, branch...
Article
What the Data Tells Us The latest RM Select benchmarking results are in,...
Video
Compensation strategy is about more than rewarding employees. For...
Article
Over the life of a fund, it is likely that a partner will eventually...