Affluent Americans Confident in Their Money Management Skills but Underprepared to Transfer Wealth to Heirs, First Citizens Wealth Study Finds

RALEIGH, N.C., June 17, 2024 /PRNewswire/ -- First Citizens Wealth, the wealth management division of First Citizens Bank (NASDAQ: FCNCA/FCNCB), today published the results of a new study conducted to uncover insights on the behaviors and attitudes of affluent Americans toward money management and planning for the future. Key findings include: "Our inaugural study sheds new light on how affluent Americans are looking at their money management and their attitudes toward retirement, estate planning and wealth ...