On May 13, 2024, the Securities and Exchange Commission and the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) jointly proposed a new rule that would require SEC-Registered Investment Advisers (RIAs) and Exempt Reporting Advisers (ERAs) to establish, document, and maintain written Customer Identification Programs (CIPs). Click here to learn more about the reasons behind this proposed rule change and what it means for you and your business. https://lnkd.in/gJpnUwvt
Richey May
Accounting
Englewood, CO 3,014 followers
Unmatched experience for unmatched service.
About us
Richey May was founded in 1985 to focus exclusively on the needs of entrepreneurs and business owners, with a dedicated focus on the alternative investment and mortgage banking industries. Our deep level of expertise in these industries enables us to have unparalleled expertise in Audit, Assurance, and Tax services, as well as a full suite of services and products from Richey May Advisory, designed to help propel our clients’ growth. Richey May is honored to be named a Top 100 firm by both INSIDE Public Accounting (IPA) and Accounting Today and has been recognized by several industry publications for services across our entire firm. In 2023, Richey May was #3 on Accounting Today's list of Top Firms in the Mountain Region. IPA has also recognized Richey May as a Fastest Growing Firm for many years, with our organic growth rate significantly outpacing all other firms. Among other honors, the firm has also been recognized as a Best of the Best Firm, the Fastest-Growing Best of the Best Firm, a Fastest-Growing Organic Growth Firm, and one of Colorado’s top workplaces.
- Website
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https://www.richeymay.com
External link for Richey May
- Industry
- Accounting
- Company size
- 201-500 employees
- Headquarters
- Englewood, CO
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Assurance, Tax, Business Advisory, Alternative Investments, Financial Services, Mortgage Banking, Real Estate, Risk, Performance, Cybersecurity Advisory & Compliance, and IT Consulting
Locations
Employees at Richey May
Updates
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Fannie Mae has many resources available to approved sellers and servicers to assist them in meeting their requirements. Are you familiar with them? If not, be sure to catch the latest episode of Internal Audit Insight, where Mignonne Davis, MBA, CIA and Cassidy Timm, CPA discuss these tools. https://lnkd.in/erGzUFbe
The Internal Audit Insight: Fannie Mae Tools for Sellers and Servicers
https://richeymay.com
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The Q1 RM Select Snapshot is available now! The data shows improved margins and modest improvements in units per employee, but due to certain costs that are commonly higher in the first quarter, costs to originate increased compared to Q4 2023 and remain at historically high levels. View the detailed snapshot for more key metrics and trends. https://lnkd.in/eK6gCH2e
Q1 2024 RM Select Snapshot for Independent Mortgage Bankers
https://richeymay.com
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Going to the Mortgage Bankers Association Commercial/Multifamily Finance Servicing & Technology Conference? Be sure to catch the General Session on May 20: Cybersecurity: The Bad Guys Are Looking for Opportunities. Michael Nouguier, CISO and Director of Cybersecurity Services for Richey May, will join the panel to discuss cyber risks in the mortgage industry and the specific actions you and your company can take to reduce your exposure. https://lnkd.in/evTndpWW
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Are you up to date with the Custody Rule requirements for advisers? Our latest article outlines everything you need to know, including exemptions for Advisers to Pooled Investment Vehicles. If you missed the recent deadline, don't worry – there are still options available. https://lnkd.in/ej-7EF-P
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Read how RM Analyze, a powerful, real-time mortgage analytics platform revolutionized Allied Mortgage Group Inc.'s data-driven approach and transformed its outcomes. https://lnkd.in/eKTDv2wk
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Rates and regulatory and economic trends all factor into the MSR valuations market conditions and performance. Join Seth Sprague, CMB on Tuesday, May 21 for his breakout session entitled “Evaluating Investments in Mortgage Servicing Rights.” Seth will give historical insight into the changes in MSR values from the pandemic’s low mortgage rate environment, through the rapid rate increases brought on by hedging off inflation, and will explain how MSR investors, valuation and hedge experts manage these risks in the current market conditions. #MBASecondary24 https://lnkd.in/gg-5YjPM
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Join us in welcoming industry expert Parker Brissette to the Richey May cybersecurity team! Catch him this Friday on The Cyber News Show where he'll discuss the latest trends in cybersecurity. https://lnkd.in/gcjMRFVJ
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As seen in the 2023 HMDA data, 26% of origination volume was from applicants between the ages of 25-34. This is a 4% YoY increase and an all-time high since 2018 when age data started to be collected as part of the HMDA data set. Despite home affordability issues and challenges, this segment is still maintaining the same share of loans in the purchase market. Check out our HMDA dashboard here: https://lnkd.in/eaEGpkU
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Don’t miss Seth Sprague, CMB at AmeriCatalyst's GOING TO EXTREMES: The Climate, Housing and Finance Leadership Summit. In tomorrow's session, 'AND DAMNED IF WE DON’T: The Implications of Pricing For Climate Risk in Housing and the Financing of It,' Seth will talk about the implications of what will happen when we are able to start pricing for climate risk. https://americatalyst.com/ #GOINGTOEXTREMES2024 #AmeriCatalyst #climatechangeandhousing