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

June 17, 2024

https://www.prnewswire.com/news-releases/affluent-americans-confident-in-their-money-management-skills-but-underprepared-to-transfer-wealth-to-heirs-first-citizens-wealth-study-finds-302174476.html

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:

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