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Financial Services Market Research

Mintel’s financial services market research reports provide a comprehensive and extensive overview of the marketplace including information on the financial services market size and financial services market share.


Mintel’s financial services industry reports can help you gain further insight into the financial services market trends and gain valuable financial services consumer data.


Make sure you stay one step ahead of your competition – Mintel’s market analysis can help you make informed business decisions by providing up-to-the-minute financial services industry intelligence. Our market intelligence reports span hundreds of countries and regions.

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  1. Retirement Planning - US - November 2017

    "The recession helped many consumers realize the importance of saving money, especially for the long term. As a result, most people have begun to take steps toward saving the money they will need to comfortably retire, but there is room for improvement. Certain segments, such as women and ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    November 2017
    US
  2. Consumers and the Economic Outlook: Quarterly Update - US - April 2017

    "With a new administration, a growing economy, and a relatively healthy jobs market, this Report addresses how consumers are feeling about their current financial situation. Through a series of questions that will be asked throughout 2017, Mintel has aggregated consumer opinion on their current ...

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    US $2,500.01 (Excl.Tax)
    Consumer Report
    April 2017
    US
  3. Millennials and Finance - US - April 2017

    "As Millennials continue down their financial journey, reaching this group will require going beyond generational marketing to target these consumers within their specific life stage. Millennials are between the ages of 22 and 39 (turning 40 in 2017) and, as such, represent a mixed group of ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    April 2017
    US
  4. Investment Trends - US - February 2017

    "The investment world is being buffeted by several disruptive trends. One is the rise of robo-advisers, which provide algorithm-based investment advice without the help of humans. These allow lower minimum balances, have lower trading costs, and often even offer access to humans. Demographics are ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    February 2017
    US
  5. The Financial Lives of College Students - US - January 2017

    "College students are typically just beginning their financial journey into adulthood. Their key financial behaviors are not yet established, and they are still looking for a more traditional banking experience. It is important to realize that investing is still somewhat of a mystery to this age ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    January 2017
    US
  6. Lifestyles of Affluent and High Net Worth Consumers - US - December 2016

    US Affluent and HNWIs, with their large amount of income-producing assets, are important to lifestyle brands, particularly those offering value-added products and services. With higher-than-average household incomes, they command a significant amount of purchasing power across a variety of areas, ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    December 2016
    US
  7. Investment Trends - US - February 2016

    The economy is strengthening, the stock market has been volatile, and interest rates remain low. The recession hit portfolios hard, and many people adjusted their investing behavior, with some becoming more aggressive and others more conservative. Different generations have different investment ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    February 2016
    US
  8. Personal Finance and Advice - US - June 2015

    The personal financial advice industry is changing rapidly. Robo-advisers are increasingly popular and the number of financial advisers is shrinking as more retire and fewer are hired to replace them.

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    June 2015
    US
  9. Retirement Planning - US - May 2015

    "There is a retirement planning crisis in this country. Whether because they can’t, they don’t know how, or they don’t know they should, people are not saving what they will need even to be sure they won’t outlive their savings. "

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    May 2015
    US
  10. Consumer Attitudes toward Retirement Planning - US - November 2013

    “The state of retirement savings in the US has reached crisis proportions. While many people—especially young people—know that they should be doing more, they just aren’t for any of a variety of reasons. It is critical for them to focus on developing a savings plan because an early start will ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    November 2013
    US
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