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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. 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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    £3,435.47 (Excl.Tax)
    Consumer Report
    November 2013
    US
  2. Self-Directed and Online Investing Market Research - US - September 2012

    On the surface, business opportunities for self-directed investment companies couldn’t be better. U.S. population trends imply strong growth for decades as a growing number of people begin to save for retirement. The number of people 65+ is expected to more than double over the next 30 years, ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    September 2012
    US
  3. Health Savings Accounts - US - June 2012

    With healthcare costs continuing to rise, both employers and employees are constantly looking for ways to control them. Consumer Driven Health Plans (CDHPs), of which Health Savings Accounts (HSAs) are one type, are becoming an increasingly popular way to do just that. Paired by law with High ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    June 2012
    US
  4. Educational Lending - US - April 2012

    The U.S. student loan industry is heading toward a potential crisis. About a quarter of outstanding student loan borrowers are behind on their payments, according to both a recent research report by the Federal Reserve Bank of New York, as well as Mintel’s consumer survey for this report. At the ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    April 2012
    US
  5. The Financial Advisor Channel - US - March 2012

    The strengthening of the economy has been a boon for the advisor market. Assets under management have rebounded to levels not seen since before the 2008 crisis and most advisors expect to keep growing their businesses. Baby Boomers are beginning to retire and will require financial assistance to ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    March 2012
    US
  6. Retirement Planning - US - October 2011

    The retirement planning industry is in a state of flux. For the past several years, much of the focus has been on Baby Boomers and helping them save enough to retire. Now that they are beginning to retire, the Baby Boomer focus is less on accumulation than it is on income distribution. Companies ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    October 2011
    US
  7. Wealth Management - US - January 2011

    As the world begins to recover from the difficult economic environment of the past few years, there have been many changes that have come about. Investors both young and old are experiencing mixed feelings as they consider how to move forward; advisors are seeing a glimmer of interest in investing ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    January 2011
    US
  8. Exchange Traded Funds - US - December 2010

    Although ETFs have been available since 1993, it is only relatively recently that they have exploded in popularity. A direct competitor of mutual funds, ETFs offer the same benefits as mutual funds but with additional trading flexibility.

    ETFs are perhaps the fastest growing investment product ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    December 2010
    US
  9. Online Investing - US - July 2009

    Recent economic developments have made investing top of mind for many people—and this has been especially true for those who trade securities online. Both individual and advisor assisted transactions have seen an increase in recent months, as investors take a step back to reassess their own ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    July 2009
    US